Don’t underestimate the cost of a failed trade under the CSDR's Settlement Discipline Regime (SDR). While penalties may seem small, multiple fines will mount up very quickly and the administrative burden will be high.
Investor Portfolio Alignment with the Paris Agreement
S&P Global Sustainable1 Trucost’s approach to investor portfolio alignment assesses individual corporate decarbonization rates against those required to achieve the goals of the Paris Agreement, and combines them into a portfolio-level assessment of alignment.
Discern and diversify – Asian bonds increasingly sought for better diversification
This Eastspring Asian Fixed Income whitepaper sheds light on investor attitudes towards the Asian fixed income market and is based on a comprehensive quantitative and qualitative survey of close to 200 institutional and wholesale investors in Asia, Europe and North America.
Data has become a primary driver of technology development for asset management. Over the past few years, there has been the realisation among market participants that data is no longer an outcome but a valuable commodity in its own right.
Regulatory pressure for NAV oversight has been evident for some time. A 2013 Thematic Review by the UK’s Financial Conduct Authority (FCA) called for better monitoring of firms’ outsourced processes, which included NAV calculation.
Flexible fixed income funds have found favour in the past decade of low yields. Tanya Ashreena speaks to fund managers about active approaches by some of these funds to market volatility during the Covid pandemic.