General
The Question – ESG and Sustainability
We are observing in our industry a growing discussion around sustainable investment. This topical conversation has its own language, and we at ISC would like to share our understanding of it….
Read MoreHow are AI and Big Data relevant to the Asset Management Industry?
Two of the biggest buzzword phrases that look set to transform the world in which we live in the near future are AI (Artificial Intelligence) and Big Data.
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Read MoreUnintentional Greenwashing – Product Classification Challenges for Asset Managers
As mentioned in our previous post on ESG investing, unintentional greenwashing is something that every asset manager needs to avoid. In this post we explore the issues faced when categorising products for which ESG characteristics are claimed. Here we offer some suggestions for the key activities that managers can take to minimise the risk of unintentionally categorising products (e.g., claiming article 8 or 9 status when the product in question does not meet the appropriate criteria under regulatory scrutiny), particularly given the reputational damage that could be suffered having promoted an inappropriately categorised product to the market:-
Read MoreUnintentional Greenwashing – Investing Challenges for Asset Managers
Unintentional greenwashing is something that every asset manager needs to avoid. The implications of getting it wrong are many, but perhaps the most worrying is the reputational damage that can be inflicted on an entire organisation that has failed to prevent it.. Read below for more information
Read MoreBarriers to ESG in the Asset Management industry
While there has been a significant increase in interest in Environmental, Social, and Governance (ESG) considerations in the asset management industry, there are still some barriers to widespread adoption of ESG principles. It must be stressed that a key factor in breaking down the barriers to ESG is the continuous evolution of the regulation globally, in terms of both disclosure and risk management. With this in mind, the main barriers include
Read MoreNavigating the slalom of changing requirements
There are many aspects of the build and delivery of a Fund for launch, both operational and technical. All these aspects should be identified during the requirement gathering with the Client and Product Development teams. However
Read MoreESG – Mapping SEC Product Categories to FCA Classifications
Back in November 2022, we posted a brief article on SDR vs. SFDR fund classifications, how they will differ going forward, and the outline considerations to be made when determining how funds/products will be classified
Read MoreShould the maintenance of legacy technology come before the implementation of new technology?
Obviously the legacy technology came first but should the maintenance of legacy technology come before the implementation of new technology
Read MoreDelivering Change
Delivering Change with reliance on a third party is fraught with risk, both parties speak in different corporate languages, they may talk of partnership
Read MoreTwo Types of Governance (1. Enables & reduces risk and 2. Slows down and blocks delivery)
Governance that enables and reduces risk i.e. the right type of governance
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