Insights

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.

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: –

A year ago, we wrote post on Linked In called “Barriers to ESG in the Asset Management Industry.” It was a brief article, but it talked about three distinct key areas that were (at the time) key factors inhibiting the progress of ESG. We thought that (one year on), it would be interesting to revisit those three items, and talk about the progress that has been made

Here at ISC, we recognise the importance of increasing our awareness and understanding of stroke and its impacts. This month, we have a story to share. Our team member, Paul Lumsden, is a stroke survivor, and his journey offers an insight into some of the challenges faced by those affected by stroke.

By sharing his story, we hope to highlight the realities of the side effects of stroke, particularly the hidden effects, which encourages more people to stay informed and supportive.

UK asset managers will be busy during 2024 with SDR coming into force. The timeframes are relatively tight, and firms have a lot to consider for the three critical milestones occurring this year.

Regulatory Horizon Scanning is critical to any Asset Management organisation today. So critical in fact, that not looking ahead to see what regulation is coming up that may or may not impact your business, is a bit like driving a car with your eyes closed. How can you see the road ahead, the signs, the hazards, that person on the pedestrian crossing, or where you are actually going?