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
Inflation negation
Investment managers face difficult decisions given present inflationary headwinds, with certain types of investments faring better than others. With inflation at a 40-year high, what strategies are being deployed by fund managers to negate its impact?
Banks dodged a windfall tax bullet, but the government’s still desperate for revenue
Interest rates had gone up sharply, and households and businesses were feeling the pain. Inflation was in double figures, partly under the impact of soaring energy prices, and the government was under pressure. In response, the chancellor announced a change that sent shudders through the banking sector.
Auditing amid economic uncertainty
On September 23rd, Kwasi Kwarteng, who had been appointed as Chancellor of the Exchequer just 17 days earlier, held what he called a ‘fiscal event’…and quite the event it turned out to be.
How a blow up in the gilt market sent shudders through the system
We have been through the most extraordinary period of political, economic and market instability, including the replacement of a chancellor, Kwasi Kwarteng, after less than 40 days in office.
Cost of Living Crisis – implications for consumers, firms and regulators in financial services
The current cost of living crisis presents an extraordinary challenge for firms and regulators to address a rapidly developing situation in an environment of political uncertainty.
Financial meltdown: will we ever learn?
After the early 1970’s budgets from Anthony Barber, ‘Barber boom’ acquired textbook status of how not to engage in fiscal largesse. Yet have we done it all over again?
How far could a Big Bang 2.0 go?
Dramatic reforms to financial services regulation are a cornerstone of the government’s strategy to meet its 2.5% growth target.
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.
Regulation
Inflation negation
Investment managers face difficult decisions given present inflationary headwinds, with certain types of investments faring better than others. With inflation at a 40-year high, what strategies are being deployed by fund managers to negate its impact?
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.
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.