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ISC Ltd and FundSense launch AVIATe, the first automated solution to the challenge of compiling annual Value Assessments for UK Retail Funds.

With the end of July deadline for Consumer Duty fast approaching, we thought it would be useful to remind industry participants about the FCA podcasts for the 4 outcomes

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

The FCA’s approach to Sustainable Development Goals (SDGs) involves both cross-cutting measures and category-specific measures, each with a different focus and objective.

Cross-cutting measures are designed to address sustainability challenges that cut across multiple sectors and industries. These measures aim to ensure that sustainability considerations are integrated into investment decisions across different asset classes and investment categories. For example, cross-cutting measures may involve integrating environmental, social, and governance (ESG) factors into investment decision-making, regardless of the specific investment category.

While there has been a significant increase in interest in Environmental, Social, and Governance (ESG) considerations in the asset management industry, there are still some barriers to widespread adoption of ESG principles. It must be stressed that a key factor in breaking down the barriers to ESG is the continuous evolution of the regulation globally, in terms of both disclosure and risk management. With this in mind, the main barriers include