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Latest News
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Technology key for both advisers and investors according to Avaloq report
Findings highlight opportunities and challenges abound in a rapidly evolving ecosystem.
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ESMA’s guidelines on funds’ names will apply from November 21, 2024
The ESMA guidelines aim to enhance transparency and investor protection by regulating the use of ESG and sustainability-related terms in fund names.
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Tackling market abuse: Assessing surveillance for asset managers
Common risks asset managers are facing as a result of their day-to-day trading activities.
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How the investment world is trying to navigate geopolitics
An industry that has been hoovering up mathematicians to devise new trading strategies is now leaning on political scientists for guidance.
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Scrutinising valuation: Next steps for private asset managers
If you haven’t reviewed your valuation practices recently, now would be a good time to start.
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FCA issues call to arms for asset managers and alternatives firms
Dear CEO Letter outlines the UK regulator’s focus for next year and helps to prioritize compliance to-do list.
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Lars Windhorst and Bruno Crastes: inside the most mysterious and destructive friendship in high finance
He was one of the most gifted fund managers of his generation. Why did he bet so much on a notorious financial escapologist?
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SDR labels: A rose by any other name would smell as sweet
Morningstar’s early analysis of what the sustainability-labeled funds market may look like; and the pros and cons of using investment labels.