Elston supports UK financial advisers CIP/CRP/MPS
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Introducing Elston Sustainable Portfolios

  • This portfolio range is managed by Elston Portfolio Management using research, analytics and insights from Elston Consulting.
  • The objective of the Elston Sustainable Portfolios is to provide a multi-asset portfolio defined by % equity risk constructed with funds with lower ESG risk characteristics and values aligned to UN Sustainable Development Goals.
  • Read the press release
  • Read the press reaction 
  • Read about the risk of greenwashing

​About the portfolios
The portfolios are designed to provide:
  1. 5 risk profiles
  2. 100% allocation to SDR-compliant funds
  3. Aligned to Sustainable Development Goals

What does SDR stand for?

SDR stands for Sustainable Disclosure Requirements. It was launched by the FCA in May 2024 to establish clarity around sustainable investing at both the product and firm level. MPS providers face increasing threat of accidental or deliberate greenwashing.

Why SDR-Compliant Funds Matter

Regulatory Risk
​Firms that are not compliant with SDR labelling are at risk of misrepresenting sustainability credentials and reputational damage. 
Adviser Responsibility
Advisers must ensure portfolio disclosures and constituent funds genuinely meet SDR criteria.
Investor Trust
Clear SDR compliance supports transparency and mitigates greenwashing concerns in client relationships. 

Elston Sustainable Portfolios

​1. 5 risk profiles
2. 100% allocation to SDR-compliant funds
3. Aligned to Sustainable Development Goals

Find out more about the SDR rules (CPD)

Diagram: 1 - 5 risk profiles, but adaptive 2 - adds value/yield factor bias to equities 3 - uses alternatives and bonds
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© COPYRIGHT 2012-25. ALL RIGHTS RESERVED.
 Elston Consulting Limited (Company Registration Number 07125478) is registered in
England & Wales, Registered address:  1 King William Street, London EC4N 7AF
  • WHO WE ARE
    • About
    • Our Journey
    • What Our Clients Say
  • WHAT WE DO
    • Elston Portfolios >
      • Our Portfolios
      • Adaptive Portfolios
      • Retirement Portfolios
      • Sustainable Portfolios
      • Smoothed Portfolios
      • All Weather Portfolio UK
      • Money Market Portfolio
    • Custom Portfolios >
      • Custom Portfolios
    • MINERVA
    • CGT Solutions >
      • Our CGT Solutions
      • Avastra Portfolios
      • Onshore Bonds
      • Direct Gilts
    • Adviser Support >
      • Our Adviser Support
      • CIRP
      • Investment Committee Support
      • Regulatory Support
      • Analytics, Factsheets & Reporting
      • CPD
    • Fund Solutions >
      • Our Funds
      • Custom Funds
    • Index Solutions >
      • Our Indices
      • UK Equity Income
      • Sector Equal Weight
      • Factor Equal Weight
      • Liquid Real Assets
      • Gold and Precious Metals
      • Permanent Portfolio UK
      • UK Multi-Asset Indices
      • Custom Indices
  • Insights
  • Subscribe
  • Contact