Product 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 More

Product 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 More

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.

Read More

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: –

Read More

ESG 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 More

Exploring Alternative Investments: Meet the Long Term Asset Fund “LTAF”

We explore the concept of the Long Term Asset Fund, or LTAF. You will discover what an LTAF is, why it was introduced, and who its intended audience is.

If you are considering launching an LTAF, ISC is your ideal partner. With our wealth of experience in launching private asset funds, we are well-equipped to oversee the design and delivery of new authorised fund types.

Read More