Climate risk in financial services
Financial institutions must embed climate risks in line with investor, public and regulatory expectations.
Investment Management
Practical guidance, commentary and support on the investment management sector for financial services professionals.
Featured items
In this section
ESG: the risks and opportunities
During September 2021 and October 2021, our event series enabled a better understanding of environmental, social and governance (ESG) risk.
Investment Management Focus
Update on the Government's Economic Crime Plan
David Gomez, ICAEW Senior Lead, Ethics shares an update on the UK’s Economic Crime Plan.
Managing mortality rates after Covid
Managing mortality rates after Covid
Financial crime: catching rogues without killing competition
The Financial Services Faculty asks where the line is between good controls on fraud and relieving regulations to stimulate competition. By Laura Miller.
How long will this cost-of-living crisis last?
We are now at the point of the most significant phase in the cost-of-living crisis so far, though with no guarantee that it will not be repeated in the autumn. At least then, in the UK, there should not be new tax increases to add to the pain.
How big a shock is inflation to the financial system?
This has been an economic rollercoaster. Barely had we got used to the idea of the biggest recession since 1921 (and for a while the deepest since the Great Frost of 1709), which was the story of 2020, we have an inflation problem of the kind not seen for decades, which is the story of 2022.
Regaining trust in financial services
How far does Financial Services have to go to regain trust from consumers, asks Adam Leach.
FCA’s Consumer Duty: proposals take shape but are still a work in progress
An analysis of ICAEW’s response to the proposals.
How best to regulate the bank cloud boom?
The adoption of the cloud by banks is hard to regulate given the rapidly growing supply of services by third parties. But financial regulators are increasingly turning their sights on the megatrend.
Regulation
Financial crime: catching rogues without killing competition
The Financial Services Faculty asks where the line is between good controls on fraud and relieving regulations to stimulate competition. By Laura Miller.
How long will this cost-of-living crisis last?
We are now at the point of the most significant phase in the cost-of-living crisis so far, though with no guarantee that it will not be repeated in the autumn. At least then, in the UK, there should not be new tax increases to add to the pain.
FCA’s Consumer Duty: proposals take shape but are still a work in progress
An analysis of ICAEW’s response to the proposals.
Greenwashing in financial services: rising regulatory temperature
A core goal of COP26 is to mobilise finance. Here we provide an overview of greenwashing in financial services and the rising regulatory temperature in this area.
Libor transition - what you need to know
What is LIBOR and what you need to know
Find out what is IBOR reform, why LIBOR will be phased out and why it matters as well as the plan for the UK, challenges and risks.
The transition away from Sterling LIBOR
A simple introductory guide for businesses to the global transition away from (Sterling £) LIBOR provided by ACT, CBI, ICAEW and UK Finance.
Transitioning from LIBOR
The end of LIBOR will mean some big changes for businesses. The end date of December 2021 may seem a long way off, but companies need to start preparing now.
Investment management webinars
IFRS 9 Financial Instruments
This webinar is designed to inform the audience of the key component parts for generating the new Expected Credit Loss (ECL) calculations, also known as Impairment provisions, as required under International Financial Reporting Standard 9.
Audit and risk committee effectiveness in financial services
In this webinar we will cover three challenges for committees, and practical suggestions for how to work more effectively and efficiently.
Cyber risk in Financial Services
Receive an outline of major targets, and victims, of cyber-attacks and learn more about good practice in the area.
MiFID II
Understanding MiFID II – How the directive will impact the European securities markets structure and what investment firms need to do to prepare for implementation.
Helpsheets
Autumn Budget 2021: VAT
ICAEW's Tax Faculty provides a summary of the announcements in the 2021 Autumn Budget covering VAT rates, thresholds and exemptions, as well as implementation of VAT rules in free zones.
Emoney and what you need to know
ICAEW has created an e-money helpsheet to help businesses and their advisers understand whether such accounts are appropriate for their needs.
Pension scheme reports and financial statements, and related matters in the context of the COVID-19 pandemic
New guidance from ICAS, ICAEW and PRAG on the implications of COVID-19 for pension scheme financial reports and audit.
Introduction to Will Drafting
Delegate pack from the October 2019 Retirement Planning Workshop.
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.
Join Investment Management membership
Investment managers are faced with more intense regulation, disruptive technology and increasing pressure to meet society’s growing need for their services. Our unique perspective and ability to convene stakeholders across the financial services landscape, means we provide you with insight, expert opinion, analysis and independent resources to put you ahead of the curve.