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Wealth & Investment Hub 2025

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Fund selection and SDR implementation

25 Jun 2025
Wealth & Investment Management Hub

 What does SDR mean for fund selectors and portfolio builders right now—and what’s next? This session pulls back the curtain on how leading portfolio managers and selectors are incorporating sustainability and the SDR into fund selection, due diligence, and client reporting processes.

Expect candid discussion on what’s working, what’s not, and how firms are interpreting the evolving guidance. Our panellists will share how they’re approaching disclosure, responding to new label dynamics, and preparing for what lies ahead in the sustainable investing ecosystem.

Tailored for financial advisers and fund managers looking to stay ahead of regulatory shifts, this is your opportunity to learn from peers who are already hands-on with SDR—and shaping the future of sustainable investing.

Speakers
Lee Coates OBE, Advisory Group Member - ESG Accord
Jack Chellman, Chief Project Officer - The Global Returns Project
Sophie Meatyard, ESG Fund Research Director - MainStreet Partners
Christopher Cade, Partner - Head of UK Sales - Sarasin & Partners
Mariella Rice-Jones, Responsible Investment Lead - Brooks Macdonald