Schroders will include sustainability data at an individual fund level within its next Assessment of Value report, in order to improve transparency for clients.
The firm's current AoV approach is aligned with the FCA's seven areas of focus, and also includes a statement in terms of how they incorporate sustainability into their investment approach. Now, though, it will use its in-house proprietary tools, which reside under the impactIQ umbrella, to include data-led information. James Rainbow, chair of Schroder Unit Trusts Limited and head of Schroders UK business, told Investment Week it is an important step for the firm to commit to evolving its AoV process. Schroders and Blue Orchard debut EM climate impact fund "After the first AoV, we ...
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