As we enter Q4, the market continues to focus on delivering value despite facing cost pressures. Asset managers are challenged to make decisions regarding opportunity cost and how they will choose to address regulatory requirements, introduced by the likes of Consumer Duty and SDR. 

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The European Commission (EC) will be clarifying ‘adjustments’ to the Sustainable Finance Disclosure Regulation (SFDR), potentially introducing thresholds to product categorisation. 

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Will ESG data costs fall in 2024?

2024 will be the defining year in the ESG data space. Increasing awareness of ESG data deficiencies led investment and wealth managers to conduct additional data assurance exercises to avoid compromising regulatory reporting and other key investment processes.

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As we enter Q4 2023, many investment managers have acquired a better understanding about the nature of ESG solutions that can enhance their investment process.

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Investment managers’ processes are being put to test as they try to meet reporting requirements such as periodic disclosures under SFDR, and entity-level and product level reporting under TCFD. What is certain is there are still so many data gaps to satisfy reporting requirements.

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At its core, ESG means taking all factors into account as part of a long-term strategy. It is less controversial than popular news programmes would have us believe. Most of us agree on the need to be good stewards of our environment and our society, even if we disagree on the best way to get there. 

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