Reports, Regulatory Information and Key Policies

Regulatory Disclosures

We are authorised and regulated by the Financial Conduct Authority (FCA) and provide our client funds and the public with a wide range of information in accordance with the FCA’s requirements.

Our annual Task Force on Climate-Related Financial Disclosures (TCFD) Report records our activity to manage climate-related risk as part of our fiduciary duty to our beneficiaries, as well as our commitment to take responsibility for our own climate footprint. Our first TCFD Product report was published in 2024.

Our Stewardship Outcomes Report records how we have complied with our obligations as asset owners under the UK Stewardship Code 2020. Together with our Stewardship Policy this addresses the issues covered by the Shareholder Rights Directive 11 (SRD11). To ensure that the SRD11 regulatory requirements are met, in particular because we have two reporting years, we have provided a supplementary Shareholders Rights Directive II Disclosure.

Our first MIFIDPRU8 disclosure is published in 2024 and for this year is limited to remuneration requirements.  

Key Policies

The following key policies and summaries are made available to the public and further information is provided to Partner Funds