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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

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.

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.

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.

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.