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  • UK Sustainability Disclosure Framework FCA publishes final rules on Sustainability Disclosure Requirements and investment labels | Insights

UK Sustainability Disclosure Framework FCA publishes final rules on Sustainability Disclosure Requirements and investment labels | Insights

On 28 November 2023, the UK’s Financial Conduct Authority (“FCA“) published its “Sustainability Disclosure Requirements (“SDR“) and investment labels” policy statement (PS23/16) (the “Policy Statement“). The Policy Statement introduces a…

What are drawdown investment pathways, and should I use them?

Drawdown investment pathways are off-the-peg products designed for people who want to draw their pension using the drawdown option without first obtaining regulated financial advice. Here are the pros and…

More Than Just Buying and Selling Stocks

What Is Investment Management? Investment management refers to the handling of financial assets and other investments—not only buying and selling them. Management includes devising a short- or long-term strategy for…

Definitions for responsible investment approaches | Technical guide

Foreword The growth of responsible investment brings with it increased expectations. Part of that expectation centres on communication. Investors need language that enables them to communicate their responsible investment…

How to construct an investment policy statement

When markets are as volatile as they were in 2023, it’s easy to get swept up in the day-to-day price action and lose your focus. That’s why the new year…