Euan Major

Bondholder stewardship is still in its infancy, it has long been perceived as the domain of shareholders. abrdn has published a fixed income engagement roadmap to help shine a light on this neglected global engagement issue, they share processes which they have developed over a number of years. #Stewardship #Engagement #PensionsforPurpose https://ow.ly/H8O450Uk3Oq

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10 new products launched in the UK last week from Meteor Asset Management, and Walker Crips. https://lnkd.in/emSc64Tg #StructuredProducts #Investment #Research #Analysis #StressTest #Valuations #Consultancy #B2B

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It's the best time to refresh your skills 🔄 https://lnkd.in/e6SaS_JU   Last month, CFA UK launched the IMC Refresher - a series taking the tools our IMC qualification teaches you and applying them to new, emerging regulation.   🎄 With the holidays approaching, now is the best time to update your skills in these crucial areas to upgrade your career for a new era of investing.   #professionallearning #imc #wegrowtalent

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Equity and Fixed Income indices may initially seem to perform similar functions, but it is crucial to recognise their fundamental differences. In her latest piece, Samantha Lamb, Head of Fixed Income, explains that the choice of benchmark is not just a technical detail, but a foundational aspect of portfolio management that directly impacts investment outcomes. Therefore, the GIB Asset Management Sustainable World Corporate Bond team created a custom benchmark that is transparent, diversified, and aligned with investors' best interests. Read more about how this custom benchmark aims to set a high standard for performance and accountability in the Fixed Income space here: https://lnkd.in/e6uQj7hT We would like to thank Bloomberg for their helpful contributions to the piece. #FixedIncome #BenchmarkSelection #AssetManagement #CapitalAtRisk

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Unsure how ISAs work and how many you can have? To help you make the most of this year’s £20,000 allowance, we’ve debunked four of the most common ISA myths. Read more: https://vgi.vg/3Jpj4ny Capital at Risk.

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Working in conjunction with Alpha FMC, a specialist management consultancy for the Wealth and Asset Management industries, we have developed a Taskforce for Climate Related Financial Disclosures (TCFD) guide to support #WealthManagers with publishing their TCFD reports for the first time this year or for those looking to improve their existing reporting for the future. The guide contains information on: 👉Reporting deadlines and firm requirements 👉What must be reported for entity-level and product-level reporting 👉Examples of publicly available reports that exceeded expectations for both entity and product-level reporting 👉Areas to consider for first-time report development 👉A checklist for success – steps firms can take to prepare for reporting Ensure you are up to date and read the guide now - https://pimfa.cc/Xknmq #esg #wealthmanagement #financialservices #sustainablefinance

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We recently hosted our quarterly webinar titled "How Have Asset Managers Performed?". Designed for our clients and fellow investors, this quarterly briefing features manager researchers across Equities, Fixed Income, Multi-Asset and Hedge Funds, examining data for specific manager peer groups and considering the drivers of stronger/weaker performance. This series is designed to help investors put their recent performance (and that of their external managers) in context. The recording of the briefing is now accessible on our website for viewing: https://okt.to/Y1J4jb #assetmanagers #investing #onyourside

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To showcase their five-year journey towards a comprehensive impact practice, Schroders' first Impact Report is an important step in their commitment to creating positive social and environmental change while delivering financial returns. They share their achievements, which include developing a consistently used impact investment and management framework. For UK investment professionals only. #EnvironmentalImpact #ImpactInvestment #PensionsforPurpose https://ow.ly/e0Uk50SKXff

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FutureWise, Fidelity International’s £16.9bn default investment strategy for UK-based pension schemes, is set to integrate private assets into its default offering through a new #ltaf, paving the way for allocations to #climatesolutions, James Monk reveals the details of the new strategy. https://lnkd.in/gnkBSCkX

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Our SMI Asset Manager and Asset Owner Task Force has today published a report to help asset owners and asset managers integrate climate risks and opportunities into their investment decisions. Developed by Task Force members Impax Asset Management and State Street, the report titled ‘The climate has changed: How CIOs are investing in a climate-resilient economy’ distils findings from a series of interviews with Chief Investment Officers from leading asset owners, with five recommendations emerging from those conversations. The full report is now available on our website https://lnkd.in/dz6FpzTu #assetmanager #assetowner #terracarta #CIO #climate #sustainableeconomy

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This week, Morningstar published its in-depth annual review of the UK Managed Portfolios landscape. This showed that there has been a steep decline in the number of UK managed portfolios labelled as active, as providers grapple with cost pressures. Read more in Ignites Europe. http://spr.ly/6044WSdiM #activefunds #passivefunds #ManagedPortfolios

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A new survey of Kepler Trust Intelligence's audience captures investor responses to the latest investment trust cost disclosure reforms, highlighting the ongoing confusion over the lack of a clear industry framework for disclosing fees. Read more here: https://lnkd.in/d4qRcykn Capital at risk.

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Financial advisors can catch up on CEF and interval fund strategies for diversifying client income portfolios with a replay of the recent webinar featuring abrdn, Calamos Investments and Western Asset Management. Gain timely insight into the current market environment and outlook, multi-sector and private credit strategies, and more: https://lnkd.in/gKsjuArz #closedendfund #cef #cefs #closedendfunds #intervalfund #intervalfunds #financialadvisor #financialadvisors #advisor #advisors #investmentmanagement #financialplanning

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Northstar Asset Management MDD's (fund factsheets) are out now and available on our website. https://lnkd.in/d8_Y6htM Our Quarterly Fund Commentary videos can also be found on our website here: https://lnkd.in/dFdK9NF9 Videos are to be viewed in conjunction with the MDD. #fundfactsheet #MDD #investing #equitymarkets #globalmarkets

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ECP Asset Management poaches Ecofin director in UK push. ECP Asset Management has appointed Ryan Rajkumar from Ecofin as principal of distribution. Check out Beth Brearley latest article👇 https://incm.pub/4etF0Me #investment #wealthmanagement #assetmanagement #finance

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In the first of a series of three podcasts with CCLA Investment Management, James Corah, head of sustainability, argues the industry needs to refocus on its objective of driving genuine change ▶ Listen to the podcast: https://lnkd.in/ev73wJTf #podcast #SustainableInvestments #WealthManagement

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Our 2024 UK Stewardship Code Report is now available. This key part of our annual reporting suite offers valuable insights and transparency for our clients. Our report underscores our dedication to the twelve principles of the UK Stewardship Code, reinforcing our accountability and effective stewardship. 🔗 Read the full report here: https://lnkd.in/esyacj3Z For Professional Investors Only. #SustainableInvestment #Stewardship #UKStewardshipCode #ResponsibleInvesting

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