Some Thoughts On The Implementation of an ETF Capability

The attractiveness of diversified, liquid, continuously priced, low-cost instruments to investors has never been greater. The growth in ETF AUM globally from around $1 trillion in 2008 to around $14 trillion at the end of 2023 shows the size of the inroad this asset class has made in a relatively short period. As Investment Managers wrestle with cost pressures across the industry, they are increasingly looking at adding ETFs as a complementary offering.

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Product Master Series

Mastering fund and product data is not just about operational efficiency; it’s fast becoming a regulatory imperative. It is becoming increasingly apparent that a mature data master is critical to meet everchanging regulatory requirements.

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ESMA ESG/Sustainability Fund Naming Conventions

On 14th May, ESMA published its final report on funds’ names using ESG or sustainability-related terms. This followed feedback and changes made to the original consultation. At 57 pages it is a hefty read, but there are some important changes to note within the text.

Some of the key points where changes have been made because of the responses to the consultation include: –

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Barriers to ESG in the Asset Management industry – May 2024

A year ago, we wrote post on Linked In called “Barriers to ESG in the Asset Management Industry.” It was a brief article, but it talked about three distinct key areas that were (at the time) key factors inhibiting the progress of ESG. We thought that (one year on), it would be interesting to revisit those three items, and talk about the progress that has been made

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May – Stroke Awareness Month

Here at ISC, we recognise the importance of increasing our awareness and understanding of stroke and its impacts. This month, we have a story to share. Our team member, Paul Lumsden, is a stroke survivor, and his journey offers an insight into some of the challenges faced by those affected by stroke.

By sharing his story, we hope to highlight the realities of the side effects of stroke, particularly the hidden effects, which encourages more people to stay informed and supportive.

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What Happens if Asset Managers do not do Regulatory Horizon Scanning?

Regulatory Horizon Scanning is critical to any Asset Management organisation today. So critical in fact, that not looking ahead to see what regulation is coming up that may or may not impact your business, is a bit like driving a car with your eyes closed. How can you see the road ahead, the signs, the hazards, that person on the pedestrian crossing, or where you are actually going?

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Overseas Fund Regime Update

There has been much talk about the Overseas Fund Regime set to be implemented here in the UK. HMT and the FCA have now published a draft roadmap setting out the likely steps and draft dates. Here we summarise

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ISC Newsletter May 2024

In this newsletter – meet our newest team member, hear more about an exciting partnership, our service updates, our forums and gain market insights from our experienced consultants.

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