Schroders commits to publishing sustainability data in value assessments

Next AoV in 2022

Lauren Mason
clock • 2 min read

Schroders will include sustainability data at an individual fund level within its next Assessment of Value report in order to improve transparency for clients.

The firm's current AoV approach is aligned with the FCA's seven areas of focus, and also includes a statement in terms of how they incorporate sustainability into their investment approach. Now, though, it will use its in-house proprietary tools, which reside under the impactIQ umbrella, to include data-led information. James Rainbow, chair of Schroder Unit Trusts Limited and head of Schroders UK business, told PA's sister title Investment Week it is an important step for the firm to commit to evolving its AoV process. "After the first AoV, we refined our process ahead of the second o...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Investment

Bikes, bias and the quest for outperformance

Bikes, bias and the quest for outperformance

I'm a disciple of the philosophy espoused by Lotus founder Colin Chapman: 'Add lightness'

Tobias Bucks
clock 14 July 2025 • 5 min read

Watch Professional Adviser's Working Lunch with Schroders - Beyond the Pulse: Essential insights for financial advisers in 2025

Catch up on the discussion

Professional Adviser
clock 10 July 2025 • 1 min read
Investors 'do not understand' implications of private markets investing

Investors 'do not understand' implications of private markets investing

House of Lords Financial Services Regulation Committee looked at the issues

Linus Uhlig
clock 09 July 2025 • 1 min read