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Investment Management

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

In this section

Carbon neutral

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.

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.

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?

Libor transition - what you need to know

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

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.

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.

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.

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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.