IA Webinar: SDR implementation – FCA feedback on pre-contractual disclosures for labels

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Join the Investment Association on Tuesday 18 June for a joint webinar with the Financial Conduct Authority (FCA). The FCA will provide an overview of its expectations when firms are updating fund documentation to comply with the SDR investment labels criteria. This webinar will also include time set aside for Q&A, you can submit your questions during registration or live during the webinar. 

Galina Dimitrova, Director - Investment and Capital Markets, The Investment Association
Galina is a Director of Investment & Capital Markets at the Investment Association (the “IA”) and a member of the IA Executive Committee.

In her role, she has overall responsibility for the IA’s work on investments and capital markets, including representing investors' interests in the efficient functioning of markets and quality of asset classes, such as Equity, Fixed-income, FX, Infrastructure, and Private Markets. She also has oversight of all IA Special Committees and ETFs, as well as all trading, market infrastructure and investment operations’ matters relevant to IA members.

Central to her portfolio is helping members with the evolving Sustainability & Responsible Investment landscape, including the growth of responsible investment products and strategies, our clients’ changing preference and working together towards an economy, society and planet fit for the future.

Prior to joining the IA in 2014, Galina worked in the investment banking industry and has over 10 years’ experience advising financial institutions across the world on M&A, capital raisings and restructurings, with a particular focus on emerging markets.

Galina sits on the Bank of England FX Joint Standing Committee and TheCityUK Board of Directors. She is also a member of the UK Risk Free Rate Working Group and the FCA’s Disclosures & Labels Advisory Group.

Carol Thomas, Head of Sustainability and Responsible Investment, The Investment Association
Carol started her career in EU regulatory affairs in Brussels before joining the FSA in 2010. Carol’s work at the FSA/FCA spanned pension policy, financial disclosure and leading on life insurance thematic reviews. She also spent a year working for the Irish Department of Finance in Brussels covering financial services files in the European Council. In 2018, Carol joined the Investment Association as a Retail Markets Specialist covering all issues related to the regulation and distribution of retail funds in the UK and across the EU. Following a short period as Head of Asset Management Policy for M&G, Carol re-joined the IA and was appointed Head of Sustainability and Responsible Investment, leading on the full range of sustainability & responsible Investment issues impacting investment management industry today.

Louisa Chender, Technical Specialist, Financial Conduct Authority (FCA)
Louisa is a Technical Specialist in the FCA’s ESG Policy team where she mainly focuses on sustainability disclosures. This includes the introduction of the Sustainability Disclosure Requirements and investment labelling regime and climate-related disclosure rules for asset managers and FCA-regulated asset owners. She also works closely with IOSCO’s Sustainable Finance Taskforce, supporting work on corporate sustainability disclosures and assurance.

Jason Whyborn, Fund Supervision Manager, Financial Conduct Authority (FCA)

Zeeshan Ghaffar, ESG Technical Specialist (ESG Division), Financial Conduct Authority (FCA)

Shelley Scorer, Manager - Fund Authorisations team within Asset Management Supervision, Financial Conduct Authority (FCA)