The regulatory landscape for financial services ESG has shifted from voluntary to mandatory — and the penalties for getting it wrong are reputational and financial.
The FCA's anti-greenwashing rule requires that all sustainability-related claims are fair, clear and not misleading. Vague ESG marketing is now a compliance risk.
SDR introduces four fund labels — Sustainability Focus, Improvers, Impact, and Mixed Goals — each with strict qualifying criteria. Mislabelling carries regulatory consequences.
Premium-listed companies, large asset managers and pension funds must now report against TCFD. Gaps in governance, strategy, risk management or metrics trigger regulatory scrutiny.
Measuring the carbon footprint of lending and investment portfolios is now expected by regulators and LPs. PCAF methodology is complex, data-intensive and evolving fast.
Specialist advisory for FCA-regulated firms navigating the intersection of sustainability regulation and investment management.
End-to-end SDR implementation: label eligibility assessment, consumer-facing disclosures, pre-contractual documents, ongoing reporting frameworks, and anti-greenwashing compliance reviews.
SDR · FCA · Fund LabelsComprehensive TCFD maturity assessment across all four pillars. Gap remediation plans, scenario analysis support, and production of board-ready TCFD disclosures aligned with FCA expectations.
TCFD · Scenario Analysis · Climate RiskPCAF-aligned financed emissions measurement across asset classes: listed equity, corporate bonds, sovereign debt, real estate and project finance. Data quality scoring and improvement roadmaps.
PCAF · Financed Emissions · Scope 3.15Design and implementation of ESG data pipelines, KPI frameworks and reporting infrastructure. Vendor assessment, data quality governance and integration with existing portfolio management systems.
Data Strategy · KPIs · IntegrationBoard-level ESG governance design, committee structures, escalation protocols, responsible investment policies and stewardship code compliance. Built for regulatory examination.
Governance · Stewardship · PolicyPrepare for UK adoption of ISSB standards. Gap analysis against IFRS S1 (General) and S2 (Climate), transition planning from TCFD, and dual-framework reporting where needed.
ISSB · IFRS S1/S2 · TransitionCPD-certified courses for investment professionals and compliance teams.
Complete TCFD implementation: governance, strategy, risk management and metrics for financial services.
View Course →Practical ESG integration across asset classes, screening methodologies and stewardship practices.
View Course →Navigate the FCA's Sustainability Disclosure Requirements and fund labelling regime.
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