Category: Articles
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SFDR Series – January update: Why are funds being downgraded?
What is the SFDR? The Sustainable Finance Disclosure Regulation (SFDR) is a component of the European Commission’s Action Plan on…
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Exploring ChatGPT: the AI chatbot making waves in the marketing world
Recently, there has been a great deal of discussion online about a new artificial intelligence software called ChatGPT. It is…
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5 investment marketing trends we’re looking out for in 2023
As we look forward to the year ahead, it’s important to stay on top of the latest trends in the…
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Seize the moment: Now’s the time to instill plain English in our fund descriptions
The asset management industry has breathed a collective sigh of relief over the abolition of the PRIIPS regime – and…
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The FTX collapse and how to market a gold rush
Recent weeks have been dominated by the much-publicized collapse of the Bahamas-headquartered FTX, the world’s third-largest cryptocurrency exchange in terms…
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Beacon Connect Meeting Q3 2022
We were recently proud to stage our Q3 2022 Beacon Connect Meeting for members of the Beacon benchmarking community. These…
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Climate-related disclosure requirements on the way to Canadian financial institutions
ESG regulatory change is underway in Canada. Brian Helmes, Matthew Hooker, and Rebecca Dunkelman look at how Asset Managers and…
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Biodiversity is so much more than an environmental issue
COP15 drew to a close earlier this week. The conference culminated in a groundbreaking biodiversity agreement that outlined ambitions to…
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Getting organized: Pivotal areas to ensure the success of a new fund launch
With the increasing demand for expansion of offerings in the marketplace, it is imperative that asset managers are able to…