The evolution of stewardship, reporting and the need for humility

Earlier this year we conducted a research project assessing how asset managers viewed the UK Stewardship Code. One of the things that stood out in the interviews we conducted with current signatories to the Code was just how numerous and varied their views were, regarding both the future direction of the UK Stewardship Code and stewardship reporting in general.

13 December 3 mins

The Investment Marketing Scoop: A First Line of Defence

Resourcing the demands of financial promotions. In many marketing teams, the marketers responsible for producing materials or financial…

03 May 2 mins

Three FRC stewardship questions clients ask us again and again

It’s that time of year again… spring has sprung (in some places more than others), the end of the tax year has been and gone, and many of our clients are working full throttle on submissions to the FRC to obtain UK stewardship signatory status.

20 April 3 mins

SFDR Series – What is the January update & why are funds being downgraded?

The Sustainable Finance Disclosure Regulation (SFDR) is a component of the European Commission's Action Plan on Sustainable Finance. It was introduced in accordance with the EU’s goal of reaching Net-Zero by 2050, in line with the Paris agreement. The SFDR is an incredibly complex topic, but over the coming weeks we’ll try to break it down for you.

05 January 3 mins

Seize the moment: now’s the time to instill plain English in our fund descriptions

The asset management industry has breathed a collective sigh of relief over the abolition of the PRIIPS regime – and for marketers that includes the Key Information Document (KID).

22 December 3 mins

Hot topics of the month

Welcome to our new content feature: ‘hot topics of the month’, identifying a range of key blog posts…

18 November 2 mins

SMCR – Key messages for Marketers

On the 4th July the FCA released Policy Statement 18/14. This outlines the near-final rules for extending the…

26 February 2 mins