Complying with the SDR:
Processes for disclosures and label requirements
The following process is part of the full consultancy package which ESG Accord offers to Fund Managers and DFMs.
ESG Accord has the tools available now to assist managers with adapting existing sustainability, ESG and responsible options or when building new sustainability propositions to meet the SDR regime. The tools also assist with an independent review of documentation and internal processes.
The main SDR toolkit contains checklist items from Sections 4 and 5 of the ESG Sourcebook. The SDR toolkit has been designed to turn the Sourcebook into a framework for firms to use to meet the SDR requirements
ESG Accord offers checklists for anti-greenwashing, Guiding Principles Proposition Analysis
and SDR Reviews.
These checklists are included in the consultancy services or can be
purchased as standalone items if a firm wishes to conduct its own internal checks.
ESG Accord also provides training and review meetings, plus any relevant updates during the consultancy contract period. We can tailor other services to your needs.
Please contact us to discuss your requirements:
Elly elly@esgaccord.co.uk or Lee lee@esgaccord.co.uk