Good Money Week: The Adviser Sustainability Group
This #GoodMoneyWeek Parmenion Ethical Oversight Committee member Julia Dreblow, Founder of SRI Services and Partners, covers the recently published Adviser Sustainability Group report.
The group was set up by the FCA to assess how sustainable funds could be better integrated and promoted - following Sustainability Disclosure Requirements (SDR). Julia acted as Vice Chair of the report, alongside Daniel Godfrey as Chair, with other members including leading advisers, wealth managers and industry experts.
The group’s recent report is now available and offers practical guidance to help integrate sustainability into existing advice processes. At a time when many advisers are continuing to navigate SDR requirements and evolving client expectations, the report provides key frameworks that can be applied in day-to-day advice conversations.
The report includes:
- Explanations of key regulations
- Good practice insights
- Ready-to-use templates
- Steps to identify and act on client preferences
- Training/CPD guidance
An open letter to the FCA
In an open letter to the FCA, the group also called for further action to help normalise discussions around clients' sustainability preferences and improve understanding of sustainability-related risks.
Want to know more?
You can hear more from Julia at this year’s SRI Services and Partners Good Money Week conference in London on 1st October, where several committee members will be sharing the stage and diving deeper into sustainability insights and debates.
SRI will also be showing the People’s Emergency Briefing film in the evening for those who have missed it, with a discussion after.
This article is for financial professionals only. Any information contained within is of a general nature and should not be construed as a form of personal recommendation or financial advice. Nor is the information to be considered an offer or solicitation to deal in any financial instrument or to engage in any investment service or activity. Parmenion accepts no duty of care or liability for loss arising from any person acting, or refraining from acting, as a result of any information contained within this article. All investment carries risk. The value of investments, and the income from them, can go down as well as up and investors may get back less than they put in. Past performance is not a reliable indicator of future returns.
