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MORE CONSUMER EDUCATION NEEDED TO ENSURE SDR SUCCESS

As the FCA consults with industry experts on the propose Sustainability
Disclosure Requirements (SDR), FE fundinfo urges the regulator to think about
consumers

12 January 2022
 1. Home
 2. News
 3. More consumer education needed to ensure SDR success

 * 
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 * 


LEADING INVESTMENT FUND DATA AND TECHNOLOGY COMPANY FE FUNDINFO HAS CALLED FOR
THE FCA TO PROVIDE A PROGRAMME OF EDUCATION TO ENSURE CONSUMERS FULLY UNDERSTAND
THE CLASSIFICATIONS AND LABELS PROPOSED UNDER THE UK’S SUSTAINABLE DISCLOSURE
REQUIREMENTS (SDR).

Responding to the FCA’s ‘Discussion Paper on Sustainable Disclosure Requirements
and Investment Labels in the UK’, FE fundinfo’s Regulations Manager Mikkel Bates
warned that many consumers may not fully understand what terms such as
‘transitioning’ and ‘aligned’ funds mean without further guidance.

Mikkel Bates said:

“The SDR seeks to build on the important work that organisations such as The
Investment Association (IA) and The Investing and Saving Alliance (TISA) have
undertaken to clarify the terminology surrounding ESG investing, but without
further guidance for consumers, there is a risk that some funds could be shunned
in error by investors who are seeking to avoid, in principle, those practices or
sectors on which the managers seek to exert influence to change, through robust
engagement policies.

 “Transitioning funds are definitely the stand-out in terms of both labelling
and the description of their activities. It is important that consumers are
aware that a low allocation to taxonomy-aligned activities is not necessarily an
indication of unsustainable investment, especially as many holdings in a
transitioning fund would naturally be shunned by many sustainable investors.
They need to be made aware of the intention to drive the transition (including
the process, how success is measured and the triggers – both positive and
negative – for disinvestment).”

A potential solution for consumers could be a programme which builds on the IA’s
Responsible Investment Framework, which was designed to get the industry using
the same language for the same concepts. A consumer-facing ‘factsheet’ produced
by the FCA shared by advisers and fund groups would ensure consumers are able to
understand the terminology being used.

While the discussion paper also seeks to provide consumers with greater ESG
disclosures from investment funds, FE fundinfo has also warned that any
additional investor information produced through the SDR must complement
existing pre-sale documents.

Mikkel Bates added:

“We are concerned about the number of different documents retail investors are
given pre-sale, especially if the intention is to add an ESG factsheet to the
list. The more documents that are added to the KIID/KID, suitability letter,
marketing factsheet and other pre-sale information, the less likely consumers
are to read any of them.

 “We would prefer the disclosures to form the basis of a new type of disclosure
document for all funds, to include much of the information on the current
KIID/KID. It is also important for consumers to be able to compare the key
disclosures from different funds.”

Find out how we can help you with your SDR disclosures

 * 
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MORE FROM FE FUNDINFO

View All
News
07 March 2021
Deadline approaching for SFDR

With the Level 1 regulation for SFDR coming into effect on 10 March, we take a
look at what the regulation means for fund managers

Read more
News
02 December 2021
SFDR Level 2 deferred to 1 January 2023 – does this impact when the European ESG
Template (EET) goes live?

FE fundinfo’s Regulatory Manager Mikkel Bates on the newest developments
regarding the European ESG Template.

Read more
Blogs
08 June 2021
Eco–labels – opening the door to more divergence across the ESG reporting
landscape?

Are Eco-labels opening the door to more divergence across the ESG reporting
landscape? Eco-labels are distinct and separate from the recently introduced
disclosures under the Sustainable Finance Disclosure Regulation (SFDR) and are
awarded to funds as a validation of their ESG credentials. Learn more about
Eco-labels and how FE fundinfo guides managers through the process of applying
for them.

Read more
News
17 June 2021
The European ESG Template (EET) – what is it all about?

FinDatEx has started work on an ambitious and challenging project, the European
ESG Template, or EET, with a target date of 1 January 2022; that is when the
Regulatory Technical Standards (RTS) for the SFDR start to take effect across
the EEA. Let FE fundinfo's Regulatory Manager Mikkel Bates provide you with more
insights on this topic.

Read more
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