Regulation and reporting

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.

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.

European SRI Transparency Code Compliance (Eurosif)

Stewart Investors is committed to transparency and we believe that we are as transparent as possible given the regulatory and competitive environments that exist in the countries in which we operate. Stewart Investors meet the full recommendations of the European SRI Transparency Code.

Company Policies

Links relating to our investment and business practices.

Regulatory developments in sustainable finance

2020 saw regulatory developments in sustainable finance reach new levels globally, but particularly in Europe. These developments, combined with a global pandemic, unprecedented wildfires, and a renewed focus on social movements like Black Lives Matter, put sustainable finance under the spotlight more than ever.

Our thoughts on the FCA’s proposed Sustainable Disclosure Requirements (SDR)

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.

Engagement

European (ex UK) Sustainability

Quarterly Client Update - Q3 2023