Responsible & Sustainable Investing

Good practice guide
Responsible & Sustainable Investing

March 2021

TISA has launched a Good Practice Guide intended to help firms understand their ESG reporting obligations under Sustainable Finance Disclosure Regulations (SFDR). The guide will help ensure that disclosures are consistent, comparable and based on objective data, which will allow consumers to better understand and compare the products they are offered.

The guide uses examples and case studies to illustrate how firms might apply the requirements of the regulations and discusses the regulatory background that firms need to consider, including that of the FCA and Government. It uses the Investment Association’s terminology from its Responsible Investment Framework and discusses the Bridges Spectrum of Capital and analyses and compares the PRI framework. Impact Investing, UN Sustainable Development Goals Sustainability risk versus Adverse Impact, and Active ownership versus Stewardship are also discussed.

CLICK HERE TO DOWNLOAD YOUR COPY

Join us at the TISA ESG Conference on 16th November us by registering here

JEFFREY MUSHENS, TECHNICAL POLICY DIRECTOR AT TISA, SAID:

“CONSUMERS ARE INCREASINGLY CONSCIENTIOUS. THEY WANT TO KNOW WHERE THEIR MONEY IS INVESTED AND HOW ETHICAL AND SUSTAINABLE ARE THE PRODUCTS AND SERVICES THAT ARE OFFERED TO THEM. THIS GUIDE WILL ENSURE THAT FINANCIAL SERVICES FIRMS ARE REPORTING IN A CLEAR AND CONSISTENT MANNER, WHICH MAKES COMPARISON SIMPLE. THERE WILL BE INCREASED DEMAND FOR SUCH TRANSPARENCY SO THIS GUIDE WILL HELP FIRMS GET AHEAD.”

Press release

TISA launches Responsible & Sustainable Investing Good Practice Guide to help firms with sustainability reporting

READ THE FULL ARTICLE HERE.

With thanks

With thanks to TISA’s R&SI (Responsible and Sustainable Investment) Committee and members of the TISA Good Practice Working Group who have contributed to and/or were consulted in developing the recommendations in this guide.

Chair – Robert Howard, Senior Manager, Compliance, Charles Stanley

Deputy Chair – Phil Spyropoulos, Principal Associate, Financial InstitutionsEversheds Sutherland

Supported by over 30 major investment & distribution businesses:

ACOLIN Fund Services AG
Allen & Overy LLP
Altus Limited
Association of Investment Companies (AIC)
ATOS
Aviva Investors
Baillie Gifford & Co
Brewin Dolphin Ltd
Brooks Macdonald Asset Management Ltd
Charles Stanley & Co Ltd
Colchester Global Investors Limited
Crealogix
DB UK Bank Ltd
Dentons
Devlin Mambo LLP
Distributor Due Diligence Ltd
Ernst & Young
Eversheds Sutherland

FE Fundinfo
Impact Investing Institute
M&G Investments
Morningstar UK Ltd
Norton Rose Fulbright
Optima Consulting Partners Limited
Pictet Asset Management
Pinsent Masons LLP
Quilter Cheviot Limited
R3 Limited
Rathbone Bros Plc
Simmons & Simmons
SIX Financial Information
Smith & Williamson Investment Services Ltd
St James’s Place Wealth Management
Taylor Wessing
The Investment Association
UKSPA