IA webinar: SDR - investor and adviser awareness, understanding and expectations

In December 2024, the IA & The Wisdom Council surveyed over 250 financial advisers and 1080 investors to gauge their awareness, understanding and expectations of SDR labels and non-labelled funds with sustainability characteristics. This webinar will share the key findings from our survey and will help IA member firms to identify investor and adviser information and support needs.

We will explore :

• Adviser levels of awareness/preparedness for SDR
• Adviser appetite for funds with sustainability characteristics
• How advisers will use labels and the impact of SDR on fund recommendations/selection
• Barriers to talking to investors about non-labelled funds
• Retail investor awareness and understanding ofthe labelling regime​
• What information is critical for investors in the initial stages of their decision-making journey