MainStreet Partners and Square Mile Investment Consulting and Research have both launched services to help advisers with the Sustainability Disclosure Requirements (SDR) fund labels.
ESG advisory and portfolio analytics MainStreet Partners has launched a SDR due diligence solution for fund buyers, including advisers. This comes as the labels will be introduced from 31 July. Its ‘Fund Sustainability Due Diligence Report' consists of qualitative and quantitative output, including fund manager interviews and deep analysis of all fund documentation and portfolio holdings to derive a 1-5 ESG rating. Funds with a 4 or above rating are eligible to receive a formal letter of certification, outlining that the fund has met the SDR standards set out by the Financial Condu...
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