The Sustainable Finance Disclosure Regulation (“SFDR”) is an EU Regulation which applies from 10th March 2021. The SFDR sets out harmonised disclosure rules for investment managers and investment advisors and aims to include environmental, social and governance (ESG) “sustainability” considerations and risks in the decision-making process of investors and asset managers in a consistent manner across the EU financial services sector.

When providing investment or insurance advice, Quintas Wealth Management does not currently assess in detail the adverse impacts of investment decisions on sustainability. This is because the area of SFDR is new and evolving without sufficient information being currently available.  The key product providers with which we engage have developed responsible investment as part of their investment philosophies and sustainability policies. However, detailed information on specific fund recommendations we recommend is not always available. As further information on the approach being taken by product providers, and their internal/external fund managers, becomes available over the course of the next year, we anticipate reviewing these areas.