It goes without saying that one of ISC's core strengths is project management, enabling the effective delivery of regulatory change within your organisation at a programme or project level as necessary.
“Over the last 15 years my colleagues at ISC and I have seen the Investment Management industry through the best and the worst of times. We take great pride in the fact that we have helped our clients to manage the changes brought about by such tectonic shifts.”
Investment Solutions Consultants
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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As anyone in the asset management industry will know, there is a 28th May 2024, implementation date for the move to T+1 settlement for transactions in US cash equities, corporate debt, and unit investment trusts. The transition to a T+1 settlement cycle in the US will have a significant impact on asset management firms.
Read below for more information into the key areas which will be impacted.READ MORE
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 MORE
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 informationREAD MORE
ISC Ltd and FundSense launch AVIATe, the first automated solution to the challenge of compiling annual Value Assessments for UK Retail Funds.READ MORE
Firms has less than two months to implement the Consumer Duty, which comes into force on 31st July.
Four key outcomes that firms need to assess under the Consumer Duty:
– Products & services
– Price & value
– Consumer understanding
– Consumer support
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