All MiFID II articles
-
Opinion PiecesThoughtful engagement with AI is not longer an option for asset managers and pension funds
The arrival of AI into the investment process has the potential to vastly amplify existing research-related information disparitie -
NewsEU, UK asset managers plan return to client-funded research budgets
Survey shows that vast majority of asset managers believe funding models based on commission-sharing arrangements will be in asset owners’ interests
-
AnalysisMember preferences and risk management: how sustainability is showing up in IORP III
EU Commission wants to strengthen language around management of sustainability-related risks
-
NewsPensionsEurope and EFAMA warn against slashing sustainability rules
Omnibus process should be fully wrapped up before the Commission continues with its work on redesigning SFDR
-
NewsUK extends investment research payment optionality to pooled funds
New rules remove huge potential roadblock to the return to client-funded research budgets
-
NewsCommission asked to make ‘transition’, ‘sustainable’ and ‘collection’ into SFDR categories
Current SFDR categories should be replaced with alternatives that better reflect current range of sustainability-related strategies
-
NewsAssociations back credit ratings in EU post-trade transparency framework
BVI, AFME, bwf, EFAMA and ICMA are asking for a distinction between investment-grade and high-yield corporate bonds
-
NewsFCA finalises rules for return to investor-funded investment research
FCA makes some changes to guardrails to increase likelihood of take-up of new payment option
-
NewsResearch budgets rise globally for first time since MiFID II – survey
Last year saw research budgets stabilising and now there is confirmation that the trend has turned, says Substantive Research CEO
-
NewsAsset managers expect MIFID II changes to remove operational barriers – survey
Substantive Research finds that 85% of surveyed managers currently operate on the P&L research funding model
-
NewsUK regulator paves way for return of client-funded investment research
FCA consults on allowing asset managers to bundle payments again, with ‘guardrails’
-
FeaturesMiFID II reforms: Bye bye unbundling?
A key part of the 2018 MiFID II package, the requirement to unbundle research from execution costs shook up the European asset management industry and changed the relationship between investment managers and their clients.
-
Opinion PiecesDoes the UK really need to consolidate thousands of DB schemes?
The UK’s so-called Mansion House Reforms are under way. This cluster of policies takes its name from the residence of the Lord Mayor of the City of London, which is the venue for a regular set-piece policy speech by British chancellors of the exchequer, the latest of whom is Jeremy Hunt.
-
NewsBaFin deploys full range of regulatory tools to fight greenwashing
The regulator’s efforts are currently focusing on the ‘environmental’ aspect of ESG, and particularly on climate change
-
News
Trend for greenwashing call out to spread to impact investing, says PGGM’s Op ‘t Veld
‘Some investors are currently rather liberal with their claims on impact, which I’m quite concerned about,’ says the responsible investment principal director
-
NewsNew cost model floated to ensure longevity of manager ESG efforts
Frost Consulting questions the maintenance of P&L-funded ESG/stewardship programmes in a bear market
-
News
French groups agree sponsored research charter in post-MIFID II move
Move follows recommendation of financial regulator and drop in number of companies covered by independent research
-
Special ReportMiFID II: A threat to European sustainability?
MiFID II is unintentionally jeopardising the long-term objectives of ESG investors
-
News
NBIM warns ESMA’s transparency ideas could cause ‘adverse price moves’
Norwegian SWF manager responds to suggestions for tweaking FBA terms in European MiFIR consultation
-
News
NBIM suggests ‘continuity venues’ for bourses after cyberattacks
Norwegian SWF responds to ESMA’s algorithmic trading consultation
