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

Crypto investors receive 40 times more HMRC tax warnings than stock traders

Crypto investors receive 40 times more HMRC tax warnings than stock traders

Data shows enforcement activity shift

clock 19 March 2026 • 2 min read
Wrestling with the idea of a new world order? Try European smaller companies

Wrestling with the idea of a new world order? Try European smaller companies

'Let me try to explain the case for calm'

David Walton
clock 16 March 2026 • 4 min read
Low-cost platforms spur one in three UK adults to invest

Low-cost platforms spur one in three UK adults to invest

Trading 212 the main beneficiary

Michael Nelson
clock 12 March 2026 • 2 min read