Fund selection and SDR implementation

24 Jun 2025
Wealth & Investment Management Hub
Finance & Investment

 What does SDR mean for fund selectors and portfolio builders right now—and what’s next? This session pulls back the curtain on how leading portfolio managers and selectors are incorporating sustainability and the SDR into fund selection, due diligence, and client reporting processes.

Expect candid discussion on what’s working, what’s not, and how firms are interpreting the evolving guidance. Our panellists will share how they’re approaching disclosure, responding to new label dynamics, and preparing for what lies ahead in the sustainable investing ecosystem.

Tailored for financial advisers and fund managers looking to stay ahead of regulatory shifts, this is your opportunity to learn from peers who are already hands-on with SDR—and shaping the future of sustainable investing.

Speakers
Wayne Bishop
Wayne Bishop, CEO - King & Shaxson
Paris Jordan
Paris Jordan, Head of Responsible Investing - Charles Stanley
Louisiana Salge
Louisiana Salge, Head of Sustainability - EQ Investors
David Nicholsby
David Nicholsby, Investment Director - Greenbank Investments
Jack Chellman
Jack Chellman, Head of Strategy and Communications