A diamond in the rough

A diamond in the rough

Global Fixed Income strategies could provide a (increasingly rare) refrain from the beleaguerment faced by institutional asset managers. We’ve said a lot about the challenges institutional managers are going to face over the next decade; margin compression, increased...
ESG leadership and net zero

ESG leadership and net zero

In this Citylogue, we discuss the opportunity for asset managers to turn net zero commitments into ESG leadership.  Background ESG became an important consideration for asset managers over the past five or so years; several have sought to take a leading position....
Consumer Duty – How prepared is the advice sector?

Consumer Duty – How prepared is the advice sector?

As part of the FCA’s continuing drive to place the consumer front and centre, the forthcoming Consumer Duty aims to drive a fundamental shift in the industry mindset. Going beyond Treating Customers Fairly and PROD, firms will be expected to place customer outcomes at...

Delineating the direct indexing market

Hitherto largely ignored by financial professionals, Millennials are growing up and (if nothing changes) will present a $3tn missed opportunity for asset managers. Asset managers have been heavily reliant on intermediaries serving Boomers Where the retail industry is...