Product
Some Thoughts on the Implementation of an ETF Capability
The rise of ETFs is impossible to ignore! From $1 trillion in assets in 2008 to over $15 trillion in early 2025, ETFs are reshaping modern investment portfolios.
With their diversification, liquidity, and low costs, they’ve become a must-have for investors. For investment managers, incorporating ETFs into their offerings is becoming a strategic move, complementing traditional mutual funds while introducing new opportunities and challenges.
Adapting to this shift requires careful adjustments to ensure smooth operations and maintain investor confidence.
Read MoreProduct Master Series – Building a Business Case
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.
Read MoreProduct Master Series – Workflow Integration
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.
Read MoreProduct Master Series – Downstream Integration
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.
Read MoreProduct Master Series – Operating Model
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.
Read MoreProduct Master Series – Scope
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.
Read MoreProduct 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.
Read MoreESMA 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: –
Read MoreESG Fund Labelling under SDR – What do the labels mean?
For a number of the asset managers we talk to, there are questions around the FCA’s SDR fund/product labels, as detailed in their PS23/16 SDR paper issued in November 2023. We at ISC are encountering continued debate around the topic, including inconsistencies in interpretation, which are leading to asset managers being reluctant to pin a particular label to a given fund/product
Read MoreISC Product Practice
A rapidly changing asset management landscape demands fast and reliable product change
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