Industry news and views from Panacea and our partners.
Ethical/ESG_
Aberdeen: The rise of grounded sustainability and why it's here to stay
Can grounded sustainability drive lasting value and practical change?
Schroders: Global developments in sustainability policy and regulation Q4 2025
We highlight the latest sustainability policy milestones that are shaping the investment industry.
AXA IM: What next for green bonds after a year of resilience?
The green, social and sustainability bond (GSS) market experienced a range of notable moments in 2025. Some more positive than others but all offering lessons and opportunities for the asset class in 2026.
Sustainability in Focus: SRI Services Annual Event Highlights
The latest SRI Services annual event brought together leading voices in sustainable investing to explore SDR labelling, the role of nature in investment decisions, and the investors place in the climate transition
SRI Services and Partners annual Good Money Week event
Join the free Good Money Week sustainable investment event on 9 October in London. The event is free to attend for advisers, planners and wealth managers and the day includes keynote speakers from the FCA and Futerra, plus expert panels on SDR labelling, nature-based investing, decarbonisation, and geopolitics. Plus networking and a drinks reception to close.
SRI: UK sustainable fund changes post SDR half year summary
This research highlights changes in UK the sustainable, responsible and ethical fund market during the first half of 2025, when the SDR Naming and Marketing rules came into force, SDR labelling increased, portfolio labelling was paused and geopolitics generally threw a wide range of spanners into the works.
SRI Services: Does the UK need a Green Taxonomy?
Yesterday I submitted an albeit rather rushed response to the Treasurys consultation which essentially asked whether or not the UK should have a Green Taxonomy and if so, what might it look like?
Schroders: The role of renewable energy in the AI revolution
In the first of a series of articles exploring how sectors across the economy are driving demand for renewable energy, Schroders Greencoats Paul ODonnell explores how the boom in AI applications is fuelling a rapidly increasing need for data centre capacity, which in turn is amplifying the need for sustainable power sources.
AXA IM: Three key net zero investment opportunities
Investors aiming to allocate capital to help support net zero objectives, can consider two broad ways to do this within equities and fixed income.
SRI Services: SDR fund labels: what are we seeing?
The adoption of sustainable fund labels is big news at the moment, particularly as we approach the 2 December Naming and Marketing deadline, which require additional caution when fund managers make sustainability related comments and claims.
SRI Services & Partners Annual Good Money Week Event
SRI Services is pleased to share videos from its annual conference held in London on October 3rd, available on their blog and YouTube channel. Highlights include keynote sessions from Sacha Sadan (FCA), Mike Clark (Ario Advisory), and Mark Campanale (Carbon Tracker), as well as panel discussions on SDR, sustainability, and industry trends. Presentations by fund managers on Leading Change and insights from UKSIF CEO James Alexander add further depth. With excellent feedback, these recordings offer valuable information and ideas for both attendees and new viewers.
Food systems: How investing in natural capital management can support food system sustainability
Food systems globally are essential for supporting a growing global population. Yet, they are vulnerable to a wide range of risks, particularly from the degradation of natural capital.
SRI Services and Fund Partners Celebrate the 16th Annual Good Money Week
SRI Services, in collaboration with 20 of their fund manager partners, hosted an event to mark the 16th annual Good Money Week at the historic Museum of London. The event brought together 250 advisers, wealth managers, and fund managers to explore the evolving regulatory landscape and share insights to help clients navigate the future of sustainable investing.
2024 Sustainable Investment Survey
In this case, perception may be different from reality. While the ESG and Impact investing spaces are fraught with controversy, our fifth annual Sustainable Investment Survey shows that practitioners are leaning into their investment approaches in new and innovative ways.
An overview of Sustainability Disclosure Requirements (60 minutes)
We explore the principles and considerations to meet sustainability disclosure requirements and qualify for sustainability investment labels
SRI Services & Partners annual Good Money Week event 2024
You are invited to attend the annual 'SRI Services and Partners Good Money Week event' for financial advisers and wealth managers, held in person on October 3 at the Museum of London.
SRI Services: SDR update
As we welcome the sun putting in an appearance at long last, and before everyone heads off on their holidays, Id like to share a few thoughts on how SDR is going, what you might expect and how to get involved.
SRI Services & Partners annual Good Money Week event 2024
It is a little early for us to publish the agenda for our annual event, which we hold during Good Money Week each year, however, we are delighted to share the following
Navigating SDR: Implications for Advisers and Clients
In our ongoing exploration of the Sustainability Disclosure Requirements (SDR) policy statement by the Financial Conduct Authority (FCA), we have examined its foundational principles and the introduction of new fund labels for sustainable investments. Now, let's turn our attention to the practical implications of SDR for advisers and clients navigating the complex terrain of sustainable investing.
Understanding SDR - A Primer
In the ever-evolving landscape of financial regulations, the term "SDR" has been making its rounds. But what exactly does it mean, and why should advisers and clients pay attention? SDR, or the Sustainability Disclosure Requirements, is a new policy statement (PS23/16) issued by the Financial Conduct Authority (FCA) aiming to bring clarity and transparency to sustainable investments.
The heat is on: how investors are underestimating physical risks of climate change
The scale and pace of change required to stave off the worst impacts of global warming will be more disruptive and costly than expected.
Decoding SDR: Unravelling the Fund Labels
In our previous article, we introduced the Sustainability Disclosure Requirements (SDR) policy statement issued by the Financial Conduct Authority (FCA) and its significance in the realm of sustainable investing. Now, let's delve deeper into one of the central aspects of SDR: the introduction of new fund labels for sustainable funds. Effective from July 31, 2024, the SDR policy brings forth four distinct labels for sustainable funds, each catering to different investment approaches and objectives.
The green frontier: navigating the new SDR regulations
Join us on Wednesday 21 February 2024 at 10am where our panel from across the industry will explore what the new regulations mean for advisers and how they could affect investor behaviour. They will also examine the current political landscape around the world, the outcomes of COP28 and what this all could mean for markets and the performance of sustainable investments.
SRI Services & Partners Good Money Week event (2023)
Following the success of last years conference SRI Services have booked the same beautiful venue once again for their all day, annual SRI Services and Partners Good Money Week event on 5th October 2023 at Christ Church, Spitalfields, London.
Shortcomings in ESG Responsibilities
In recent years, the concept of Environmental, Social, and Governance (ESG) has gained significant traction as businesses and investors alike recognise the importance of responsible and sustainable practices.
An adviser guide to responsible investment (17 minutes)
Were here to help you navigate the regulatory changes around responsible and sustainable investment which will impact what you need to think about and do as an adviser.
Pictet-ReGeneration Launch Webcast
Biodiversity is in rapid decline1, largely caused by over-consumption of the world's natural resources. We believe investors have a role to play in creating the conditions for nature to regenerate itself by moving to a regenerative economy.
A great time for sustainable investment products, why?
Consultation, discussion and industry input from those who really understand what is needed coupled with a healthy helping of listening. Sounds Utopian, but the industry operating at its best has led to some excellent structures that I believe will help deliver good outcomes for clients in their search for sustainability in their investing. I'm talking about the SDR (sustainability disclosure requirements), issued at the end of November. Further, the FCA has pledged to continue to engage with stakeholders directly, including helping firms implement the rules - all very positive.
AXA IM: Is social the most important part of ESG investing?
Economics is a social science. It is the study of how people collectively manage scarce resources to generate goods and services that satisfy basic and other needs and businesses are key building blocks of the economic and social ecosystem.
SRI Services welcomes FCAs landmark SDR consultation
SRI Services are delighted to welcome the publication of the FCAs new Sustainability Disclosure Requirements (SDR) and Investment Labels consultation paper. This paper, CP 22/20, marks a major and highly positive turning point for retail sustainable investment. It puts clients needs front and centre and in so doing tackles greenwash and trust issues head on.
Columbia Threadneedle: ESG Viewpoint Can mining be a responsible investment?
Its environmental and social impacts can make mining hard to square with a responsible investment approach. As the world shifts away from fossil fuels a move that increases demand for transition metals we explore the need to think again.
Columbia Threadneedle: ESG Viewpoint Should doing good pay out? Linking executive pay to ESG metrics
ESG metrics in pay matter. We explain why, outline our expectations for companies in this area and detail our engagement efforts and the progress made.
Vanguard: Making sense of ESG: How to help clients balance personal values and financial goals
Hear from our ESG experts as they discuss the latest trends in the market, how to frame the ESG discussion and how different ESG strategies can help to address clients preferences.
Aviva Investors: ESG investing
Russias invasion of Ukraine has led to ESG receiving widespread flak. While much of the criticism is unjustified, the episode underlines how many issues related to ESG are complex and involve trade-offs. Investment approaches may need fine tuning, especially if the geopolitical landscape continues to change so rapidly.
6 October 2022 - an invitation from SRI Services
I am absolutely delighted to be able to invite you to our annual 'SRI Services and Partners Good Money Week event', which we will be holding in person once again this year!
Square Mile Sustainable MPS Webinar (60 minutes)
Whilst 2022 has proved incredibly difficult for markets, there continues to be increasing opportunities within the sustainable space and incentive to stay invested through these turbulent times.
Vanguard SustainableLife: Investing for a sustainable future (2hrs 15)
Watch on-demand to hear a discussion on the evolving sustainability landscape and importantly, what this means for advisers and their clients alike.
Vanguard Active Insights Morning 2022: A focus on sustainability (2hrs 45)
Hear from the exceptional talent behind Vanguards four new active ESG funds, as they look to share their views on sustainable investing with advisers at our virtual active insights morning which took place on 12 May.
Vanguard SustainableLife active funds: a multi-dimensional approach to incorporating ESG and sustainability
At Vanguard, we have launched a range of actively managed funds designed to deliver value to investors who want to generate long-term growth from their investments, alongside the incorporation of sustainable investment criteria.
T. Rowe Price: Take a look at our thinking on ESG.
"Environmental, social, and governance (ESG) factors can impact the sustainability and long-term success of businesses. Identifying, analyzing, and integrating information about ESG risks and opportunities help enhance our ability to make better investment decisions and pursue better outcomes for our investors. We also believe that our clients should be able to invest in a way that aligns with their values on ESG issues."