ADMINISTRATION

FCA sets out temporary measures for companies on ‘naming and marketing’ sustainability rules

The UK regulator offers temporary flexibility to comply with ‘naming and marketing’ rules under its Sustainability Disclosure Requirements regime until April 2025.

Why fund operators need to back test more frequently

Matthew Stiling, Senior Operational Due Diligence Analyst, Investcorp-Tages, discusses best practices for fair valuations, proprietary models, and enhancing data interpretatio...

ESMA announces naming standardisation guidelines for funds

New advice aimed to add more structure to ESG, impact investing, and other sustainability-related investment and fund management practices, but...

FCA publishes greenwashing guidance

The Financial Conduct Authority has published its finalised anti greenwashing rule guidance among the wider SDR implementation process.

Will H2 2024 see investment management M&A boost?

Culture & People Management

Fall in DEI targets in US executive pay

Multiple sources from proxy voting season show friction around DEI factors being linked to performance indicators - despite other support – what does this mean from an operational perspective?

Culture’s importance to asset managers reaffirmed

A new report has highlighted the importance of staff culture at asset managers for achieving good returns and results.

Separate CEO and Chair, industry urges

The persistent issue of whether top positions are better served by one person or more rears its head.

How do you achieve trust and fairness in fund and asset valuation policies?

The balance between technology and people is paramount to building trust around valuations and prici...

What operational effects does the gender pay gap have?

A new study on US companies’ gender pay gap reporting highlights the operational issues it creates around people and culture ...

EDITOR'S TOP PICK

Strategy

Should greenwashing still be a concern for fund operators?

Anna Colombatti, Investment Chief Operating Officer and Head of Research, AXA IM Select, discusses what concerns operators should be looking out for today in terms of greenwashing.

Net zero alignment remains massive blind spot for companies

New MSCI report showed that 84% of listed companies are “not aligning” with net zero stipulations as of July this year.

What are the regulatory aspects of ESG funds you need to be aware of?

Jess Foulds from Aviva Investors, and Christian Schuetz of Golding Capital Partners discuss fund compliance from a sustainability perspective – what a...

How can fund operators help clients integrate ESG strategies?

Claudia Röring, Sustainable Investing Coordinator, Quoniam and Miriam Benarey, Associate Director, Sustainability and Stewardship, Impax Asset Managem...

How do you ensure seamless data?

Chris Taylor, Chief Operating Officer, CG Asset Management, discusses what’s important and new in the world of data, including the old bugbear of keeping data safe despite human error.

FCA sets out temporary measures for companies on ‘naming and marketing’ sustainability rules

What does good data management mean for fund operators?

In AI We Trust? How gen AI increases the importance of data quality and governance

What should fund operators focus on with new reporting regimes?

ADMINISTRATION

FCA sets out temporary measures for companies on ‘naming and marketing’ sustainability rules

Why fund operators need to back test more frequently