Square Mile revises 3D investing methodology amid incoming SDR labels

Four categories of classification

clock • 2 min read

Square Mile’s 3D team will standardise the way it produces fund reports “in recognition of the frequently nuanced approaches to sustainable investing”.

In order to complement the Sustainability Disclosure Requirements (SDR) labels introduced by the Financial Conduct Authority, Square Mile's updated methodology will categorise funds into one of four categories: 3D Mixed Goals, 3D Improver, 3D Focus or 3D Impact.  Asset managers face SDR implementation challenges as deadlines approach Funds will subsequently be awarded a gold, silver, bronze or reviewed medal based on their credentials in their respective classification.  The revised methodology aims to overcome the challenges associated with varied methods of expressing sustainabil...

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