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Investment management

Practical guidance, commentary and support on the investment management sector for financial services professionals.

In this section

Client Assets Sourcebook (CASS) and Outsourcing

Information for CASS auditors when determining procedures over outsourcing arrangements and how they apply to the CASS rules.

Senior Managers and Certification Regime

The Senior Managers and Certification Regime is a new regulatory framework which aims to improve individual accountability.

Benchmark reform

Alternative reference rates and transition from LIBOR.

Is the investment management industry fit for purpose?

More than half of people aged 21–30 have no pension or make minimum contributions. Despite this, investment managers are not successfully encouraging people to save. Here, auditors and ICAEW specialist staff explore whether the investment management industry is fit for purpose and identify what changes need to be made.

Investment management webinars

Knowledge guide to beta values

Beta values (often described as 'Beta coefficients' or 'Beta relatives') are used by some investors to measure the movement of a share and to help assess the risk involved when putting together an investment portfolio. In this guide we highlight the print and online sources available for beta values.

Latest articles from FS Focus

Culture and purpose in financial services

Inspiring confidence

ICAEW's Inspiring Confidence campaign explores the issues affecting consumers and financial services providers in a rapidly changing world.

Banks, insurers and investment managers play vitally important roles within society, to encourage economic development and allow individuals and businesses to save, invest, insure and make payments. We must have confidence in them. Responsible providers, responsible consumers, better regulation and better information underpin this confidence.