Funds & asset management

 

Latest Reports

  • eco energy concept

    Until 13 July 2022 comments are sought on the approach to be adopted for climate transition plans for UK companies and financial institutions. Launched by the Transition Plan Taskforce (‘TPT’), mandated by the UK Government to develop a ‘gold standard’ for transition plans, feedback is requested on 22 questions relating ...

  • abstract multicolour

    With less than a week remaining to respond to the FCA’s recent consultation paper on rules to allow Authorised Fund Managers (“AFMs”) to create separate unit classes (“side pockets”) for assets in retail investment funds affected by the invasion of Ukraine, we take a look at the FCA’s proposals (the ...

  • sustainable energy

    The European Commission has given the European Supervisory Authorities (“ESAs”) a mandate to review the SFDR Delegated Regulation indicators for principal adverse impact and the financial product disclosures in relation to decarbonisation. Principal adverse impact indicators In relation to the principal adverse impact indicators, the European Commission has invited the ...

  • abstract green

    Financial products with exposures in fossil gas and nuclear energy are likely to have more granular reporting requirements under the Sustainable Finance Disclosure Regulation (“SFDR”). The European Commission has tasked the European Supervisory Authorities (the “ESAs”) to propose SFDR amendments to the information disclosed in pre-contractual documents, on websites and ...

  • green leaf and background

    I. Background Despite Level 1 of the Sustainable Finance Disclosure Regulation (SFDR) being applicable for over a year, the Level 2 requirements, set out in the draft Regulatory Technical Standards (RTS) are expected to be applicable on 1 January 2023. During the interim period prior the RTS, the application of ...

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