ICAEW.com works better with JavaScript enabled.

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

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.

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.

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.

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

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.

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.

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.

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.

image of a giraffe

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.