ISC Newsletter July 2023

In this newsletter, read about our latest recruit Patrick Ralison FCCA, MSc., our recent Regulatory Change Forum, and market insights from our experienced consultants.

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ISC Regulatory Change Forum 2023

Are you working within regulatory change in the Investment Management industry? Our forum can help you……..

If you would like to take part in the next Regulatory Change Forum, please contact us

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ISC Regulatory Horizon 2023

On 28th February 2023, the FCA published its Regulatory Initiatives Grid. This contained new as well as existing items, some with indicative dates, and some without.

We at ISC compared the FCA’s grid against our own Horizon Scanning diagram for the Investment Management Industry for 2023/2024 in case any changes needed to be made. Our conclusion

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ISC Newsletter – March 2023

ISC had a busy end to 2022 with some exciting announcements!
– ISC has added to their partnership with FundSense by partnering with FenCore, a marketing-leading data solution for Asset Managers
-ISC and FundSense are delighted to announce the launch of AVIATe, the first automated solution to the challenge of compiling annual Value Assessments for UK Retail Funds
-ISC is pleased to announce that retired former director, Simon Harris re-joined ISC part time in an advisory role

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ISC Regulatory Horizon Scanning for 2023 (& 2024)

ISC Regulatory Horizon Scanning for 2023 (& 2024) ISC has reviewed the regulatory horizon for 2023, (but also with an eye on what is coming in 2024), for the UK and European Investment Management industry. The key items of concern for the majority of managers are set out in the diagram below. At a high…

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