SDR Assessment
Our comprehensive SDR Assessment service is designed to help fund managers comply with the Financial Conduct Authority‘s new Sustainability Disclosure Requirements (SDR).
What are the new SDR Rules?
The SDR comprises of product labels, naming and marketing rules, requirements for both summary and detailed disclosures, as well as anti-greenwashing measures designed to increase trust and confidence in the market. There is a rapid timeline for implementation – with firms able to use the labels from mid-2024 onwards.
What is The Good Economy’s SDR Assessment Service?
TGE provided detailed feedback during the SDR consultation phase and supports clients with their authorised fund applications in line with the new labels. Now that the new rules have been published, our SDR Assessment service helps fund managers to comply with the new rules.
We offer tailored assessments for each investment product, focusing on two main types of evaluations:
Gap Analysis
We conduct a thorough analysis to ensure that your products align with the
Sustainable Disclosure Regulation (SDR) criteria and disclosure requirements. This
includes guidance on selecting the most suitable sustainable investment label for
your product.
Independent Verification
Our independent verification service provides assurance that the qualifying criteria
have been correctly applied, meeting the standards of your chosen sustainable
investment label. Verification assesses the alignment of your organisation's impact
management framework against established industry norms and standards. This
provides a signal of authenticity to external stakeholders and offers an opportunity
to reflect on and refine internal processes.
Key Features of our SDR Assessment Service
Bespoke Recommendations:
Based on your client strategy and asset class, we provide customised recommendations to enhance alignment with SDR and/or SFDR.
Impact Assured Methodology:
Utilising our Impact Assured methodology, we offer a comprehensive assessment of your impact framework. This includes benchmarking against industry peers and best practices.
Get in Touch
"*" indicates required fields