Regulation and reporting

ESG/Sustainable fund reporting

These funds below seek to achieve long-term capital appreciation by investing in companies which both contribute to, and benefit from, sustainable development, achieving positive social and environmental sustainable outcomes.

Sustainable Finance Disclosures Regulation (SFDR)

The EU Sustainable Finance Action Plan, includes mandatory reporting and disclosure regulations in the form of the Sustainable Finance Disclosures Regulation (SFDR). The SFDR establishes a hierarchy of categories based on the products sustainability objective.

Annual Review 2023

This report is a review of the sustainable investment activities across Stewart Investors in 2023.

Regulatory developments in sustainable finance

In 2020, regulatory advancements in sustainable finance surged globally, especially in Europe. These changes, alongside the pandemic, wildfires, and social movements like Black Lives Matter, brought unprecedented attention to sustainable finance.

Annual Stewardship Review 2022

This report is a review of the sustainable investment activities across Stewart Investors in 2022.

Our thoughts on the FCA’s proposed Sustainable Disclosure Requirements

In October 2022 the UK Financial Conduct Authority (FCA) published its much anticipated consultation on proposed Sustainability Disclosure Requirements, investment labels and restrictions on the use of sustainability-related terms in product naming and marketing.

Company Policies

Links relating to our investment and business practices.

Engagement

Indian Subcontinent All Cap

Asia Pacific Leaders: Thoughts

Partnerships and industry initiatives