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
An inflated sense of worth?
This week’s somewhat surprise announcement from the Office for National Statistics shows headline inflation at 9.9% in August, down slightly from 10.1% in July.
For the new PM, crisis management and driving stronger growth are strange bedfellows
The Conservative Party, sometimes said to be one of the world’s most effective election-winning machines – a reputation that may be tested at the next general election in 2024 – is also quite good at reinventing itself.
The Consumer Duty: assessing fair value of products and services
In this article, we take a deep dive into the ‘fair value’ outcome of the Consumer Duty, including a look at how firms might evaluate and evidence this outcome, and the skills and resources needed to do so.
Covid-19 loan repayment picture starts to form
The first of many forthcoming government updates on Covid loan scheme repayments were released, but what are the potential outcomes for fraudulent activity, writes Brian Cantwell.
The realities of Solvency II reform for insurers
Details on investment asset risk and allocation are crucial to delivering on general political promises, writes Adam Leach.
How long will the cost of energy run the economy
The Times economics editor David Smith considers what the rising price of energy will mean for financial services and ESG in an exclusive column for the Financial Services Faculty.
What you need to know about the AML and sanction updates
A series of changes to the UK financial system have been made to support sanctions on Russia following its invasion of Ukraine. Mike Miller, ICAEW Economic Crime Manager, explains the changes affecting financial services.
Understanding the Financial Services and Markets Bill
Laura Miller examines forthcoming legislation to reform financial services after Brexit and what it means for the sector.
Regulation
Investment management and dynamic ESG
How can investment management firms navigate the changing priorities for investment triggered by an evolving definition of ESG?
Update on the Green Finance Initiative
The ICAEW Financial Services Faculty reports on the response to the BEIS update on the Green Finance Initiative.
Beyond Bitcoin: Cryptoassets and associated tax challenges in 2022
This webinar examines the advancements of the volatile crypto market and NFTs.
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.
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
Beyond Bitcoin: Cryptoassets and associated tax challenges in 2022
This webinar examines the advancements of the volatile crypto market and NFTs.
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.
Helpsheets
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.
Client Assets Sourcebook (CASS) and Outsourcing
Information for CASS auditors when determining procedures over outsourcing arrangements and how they apply to the CASS rules.
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.