UK SDR guide for Asset Managers

This document is a summary of the UK Sustainability Disclosure Requirements and tailored for asset managers looking to comply with the regulation in 2024.

This document is tailored to Asset Managers distributing financial products in the UK market. Here, you will find a summary of the main requirements established by the UK SDR and some comprehensive directions that will prepare you to comply with the new regulation in 2024.

In Q4 2023, the final rules from the UK Sustainability Disclosure Requirements were made public and they address specifically the financial sector (sustainability disclosure standards for companies based on the ISSB are expected to be issued later in 2024). The first set of rules already starts entering into effect in May, despite the many lingering uncertainties about the requirements.

That is why Datia’s team took on the challenge of distilling the best available information so far. We hope that after reading this guide, you have enough confidence to start putting together a plan for disclosing sustainability metrics of your financial products distributed in the UK. The information presented here was extracted from the regulation. If you have questions, do not hesitate to reach to to us at hello@datia.app.