Adapting to SDR: Exploring Labels and Sustainability Characteristics

How are investment firms navigating the FCA’s Sustainable Disclosure Requirements (SDR)? This session dives into the critical decisions fund managers are making as they grapple with the choice between applying for an SDR label or opting to disclose sustainable characteristics instead.

You’ll gain first-hand insight into the real-world journeys of firms working through the SDR framework—from those wearing a new label, to others strategically choosing a different route. Our expert panel will explore the rationale behind these decisions, practical challenges they’ve faced, and what it all means for advisers and discretionary fund managers (DFMs) aiming to understand and communicate sustainability claims with confidence.

Whether you’re helping clients align investments with their values or assessing product suitability in a shifting regulatory landscape, this session will leave you better equipped to decode SDR in action.