FT Wealth Management  

How regulation is shaping sustainable investing

  • To outline global regulatory changes in sustainability
  • To be able to explain greenwashing and greenwashing measures
  • To summarise key considerations to discuss with clients
CPD
Approx.30min

Fund managers can and should vote on all stock held globally: it’s good stewardship and an important accountability mechanism. Managers can choose to apply a single set of guidelines across markets.

In our experience, this is easier to implement and to communicate to clients. It provides a definitive set of good governance practice that we think should apply irrespective of location.

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Alternatively, fund managers can issue market-by-market guidelines, which although more complex, is not uncommon and does have merits, particularly as it allows for local context. 

Whether it’s governance, carbon emissions or human rights, fund managers should be happy and willing to answer questions on these, and other topics as well as having a view on the incoming SDR scheme.

Ita McMahon is partner, investment management, at Castlefield

CPD
Approx.30min

Please answer the six multiple choice questions below in order to bank your CPD. Multiple attempts are available until all questions are correctly answered.

  1. According to McMahon, the SDR is technically what?

  2. Globally the direction of regulators is to:

  3. What is one way in which regulators have approached the data gap?

  4. According to McMahon, what have some states, such as Texas, introduced?

  5. How many considerations does McMahon say advisers and their clients should be looking out for, according to the author?

  6. According to the author, fund managers can and should do what?

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  • To outline global regulatory changes in sustainability
  • To be able to explain greenwashing and greenwashing measures
  • To summarise key considerations to discuss with clients

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