If you are like others in the funds and asset management sectors, your regulatory projects are lagging behind schedule because your team is already over-stretched and/or you can’t find (hire) the appropriately experienced people.

Making sure Funds-businesses can get their ESG products and solutions right first time. Technical knowledge-building workshop training sessions for time-poor legal teams… Bespoke to the company’s needs or a seat at the table of public courses.

It is not an option to ignore ESG or to Greenwash financial products. Doing so can be financially and reputationally disastrous. ESG product workshops for product and legal resources.

Most funds-sector businesses are either under-resourced or their legal and product teams are over stretched but it is not an option to ignore ESG or to Greenwash financial products. Doing so can be financially and reputationally disastrous which is why, with an eye on such firms’ purse-strings, Merlys devised this range of ESG-focused solutions.

ESG Funds | Verena Charvet looks at the importance of, and tips for finding out what your target market wants from your investment products.

“If anyone had said to me then that this rather peculiar thing that I was doing with clients – to help them invest in a sustainable way – was going to be very normal and actually legislated for 30 years down the line, I would have been extremely surprised”

The FCA has long been looking to reduce the cost of investments to retail customers and to make sure that there is a link between customer charges and the actual costs to the Authorised Fund Managers (AFM). Assessment of Value (AoV) is part of this long-running initiative.

How is this not regulation? The FCA has said that the cost of implementation for firms will be “large”. How can this be reduced and the likelihood of a firm successfully meeting the requirements at an early date – thus avoiding regulatory sanctions and reputational risk – be increased?

A look at what lies ahead for Asset Management and Funds sectors in 2022 including…an FCA consultation is intended for the first half of 2022 to consider the potential for widening the distribution of the LTAF to a broader range of retail investors

A dive into what’s ahead for ESG in 2022 with a note to smaller asset managers and funds sector businesses – Be Careful re UK SDR – you might find yourself caught up with this because of customer demand.