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Published date: 23 April 2024

CP24/8** - Extending the Sustainability Disclosure Requirements (SDR) regime to Portfolio Management

Open
Closing: 14 June 2024

View this consultation in the FCA tracker table

We are consulting on extending the Sustainability Disclosure Requirements (SDR) and investment labels regime to portfolio management. 


CP24/8**

Why we are consulting 

We want to help consumers, including those who use portfolio management services, to navigate the sustainable investment market by extending the SDR and labelling package to portfolio management.

We consulted on including portfolio management in our earlier consultation, CP22/20. We received detailed, supportive feedback from the consultation and our recent engagement, which has helped us refine our proposals for this sector.

We are proposing to apply a broadly similar approach to labelling for portfolio managers as introduced for fund managers, to have a consistent approach and create a level playing field.

Who should respond

This consultation applies to:  

  • firms providing portfolio management services

Next steps 

Please consider our proposals and send us your comm