Regulation and reporting

Annual Review 2023

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

Annual Stewardship Review 2022

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

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.

Company Policies

Links relating to our investment and business practices.

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.

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.

The race to zero

Welcome to our climate report. In the report we share a baseline of our climate change-related risks, opportunities and impacts, from which our progress towards zero-carbon portfolios and operations can be assessed in the years ahead.

United Kingdom Climate-related disclosures

In line with the requirements of the UK’s Financial Conduct Authority’s Environmental, Social and Governance (“ESG”) Sourcebook 2, these are Stewart Investors UK Task Force on Climate-related Financial Disclosures (“TCFD”) Public Product reports.

Engagement

Our strategies

Client letter: Why change a name?

Partnerships and industry initiatives