Product
Exploring Alternative Investments: Access, Exposure, and Democratising Private Assets
Access to alternatives? Regulated Fund viability? Expanding product reach?
ISC has managed the delivery of multiple private asset funds, with unique legal and operational requirements from initial idea through to launch.
Read MoreExploring Alternative Investments: What are they? What makes them attractive?
If you are launching an Alternative Investment product, ISC has the expertise in operating model design and delivery across various private asset classes and jurisdictions.
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 MorePrivate Assets Products – What to do when considering a launch?
In our previous posts on Private Asset Products, we have talked about the characteristics, the demand, and the complexities. Here, we share a few insights as to what to think about when considering a new Private Asset Product launch, whether you are an established manager of such products, or venturing into this brave new world for the first time
Read MorePrivate Assets Products – Considerations re Complexities
In our previous posts on Private Asset Products, we talked about what they are, and the increasing demand for them. In this post we focus on some of the complex aspects, which must be carefully considered if you are planning to launch your own Private Asset Products
Read MorePrivate Assets Products – An Introduction
One of the hot topics in the world of financial products, is that of Private Assets Products. So, what are they, why are they in demand, and what makes them different to conventional Equity/Fixed Income based products?
This short article is intended to give a flavour and will be followed up by further posts around how best to navigate the world of Private Asset Products.
Read MoreHow to ensure your product scope is right…..
Working on Client requirements for a new fund then taking these requirements to the Business can often throw up complexities in unexpected ways. Every fund is different, and we often see the detailed requirements gathered from the
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 MoreProspectus Changes: Is Agile better than Waterfall?
A hefty chunk of the work done by Retail Product Teams in Asset Managers is the ongoing cycle of Prospectus updates. The juggling of changing regulation, updates to corporate structures and personnel, and clarifications on wording all
Read More“Cross-Cutting and Category-Specific SDR labelling”
In our previous post discussing the SDR sustainable labelling (21st November, SFDR vs SDR Sustainable Fund Classifications – Mapping the Differences
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