As part of the global FE fundinfo group, we have access to market leading insights and thought leadership about issues impacting the investment community globally.
Whitepaper overview
In today's global investment management environment, the regulation underpinning sustainable disclosures have become crucial, with varying levels of alignment among economies, businesses and funds.
It underscores the importance of standardised definitions, transparent methodologies, and a shared comprehension of industry best practices, particularly given the nuances involved.
The emphasis in 2024 will be an open dialogue between regulatory authorities and the industry's collective commitment to transparency and sustainable financial practices.
Key regulations explored
This whitepaper details key regulatory changes scheduled and pending in 2024, and how they will impact the investment management industry, including:
- the latest developments in sustainable taxonomies,
- how far global jurisdictions have come in establishing their own taxonomy framework following the EU's leading Taxonomy Regulation introduced in 2020,
- the challenges and opportunities of sustainable disclosures,
- regulatory responses to greenwashing and fund labelling,
- the different stages of regulatory development in jurisdictions such as the EU, UK, Australia*, Singapore and Hong Kong, and
- recent changes to the Sustainability Disclosure Requirements (SDR) following the FCA's Policy Statement PS23/16.
* Due to its fast changing nature, there have been developments to the proposed ASRS since the publication of this whitepaper. We're working through these latest changes to understand their implications on the Australian investment management industry and will continue to provide updates as the regulation unfolds.
Explore our super fund solutions
Product Research
Member Outcomes Dashboard
Industry Survey Subscriptions
AppleCheck Fund Comparison Tool
Document Production
by 
Digital Fund Tools
by
Fund Ratings
Fund Awards
Disclaimer: ©Zenith CW Pty Ltd ABN 20 639 121 403 (Chant West), Authorised Representative of Zenith Investment Partners Pty Ltd ABN 27 103 132 672, AFSL 226872 under AFS Representative Number 1280401, 2023. This website is only intended for use by Australian residents and is subject to use in accordance with Chant West’s Terms of Use and should be read with Chant West’s Financial Services Guide. Products, reports, ratings (Information) are based on data which may be sourced from a third party and may not contain all the information required to evaluate the nominated product providers, you are responsible for obtaining further information as required. To the extent that any Information provided is advice, it is General Advice (s766B Corporations Act). Individuals should seek their own independent financial advice and consider the appropriateness of any financial product in light of their own circumstances and needs before making any investment decision. Chant West has not taken into account the objectives, financial situation or needs of any specific person who may access or use the Information provided including target markets of financial products, where applicable. It is not a specific recommendation to purchase, sell or hold any product(s) and is subject to change at any time without prior notice. Individuals should consider the appropriateness of any advice in light of their own objectives, financial situations or needs and should obtain a copy of and consider any relevant PDS or offer document before making any decision. Information is provided in good faith and is believed to be accurate, however, no representation, warranty or undertaking is provided in relation to the accuracy or completeness of the Information. Information provided is subject to copyright and may not be reproduced, modified or distributed without the consent of the copyright owner. Except for any liability which cannot be excluded, Chant West does not accept any liability whether direct or indirect, arising from use of the Information. Past performance is not an indication of future performance. Chant West ratings and research are prepared by Chant West and are not connected in any way to research and ratings prepared by any of our related entities.