Resources

Blogs and articles

Blog Category Filters
Compliance & Regulation
Investment managers reviewing fund factsheets and performance data in a team meeting

PRIIPs KID changes: European Parliament sets final vote on the retail investment package

Security & risk
compliance-team-hero-01--mobile (1)

PHP2Shell and the end of the predictable patching cycle

Compliance & Regulation
CSSF

What Luxembourg’s cost findings say about fund data

Artificial Intelligence
A man in a navy suit stands at a whiteboard presenting to three seated colleagues in a meeting room, with “AI” circled at the centre of a diagram linking plan, goals, strategy and content

AI in wealth management: the agentic future of the client review

Compliance & Regulation
Compliance and investment management professionals collaborating around a laptop to review CCI regulatory reporting

FRAME explained: the FCA’s fund reporting overhaul, and the extra month to respond

Compliance & Regulation
Two investment management professionals reviewing regulatory reporting documents at a laptop

CCI: where the industry is in its implementation journey 

Compliance & Regulation
A group of colleagues gathered around a desk in a corporate office space having a discussion

Collective investment schemes in South Africa: the new conduct standard is live, and what it asks of managers’ documents

Compliance & Regulation
AdobeStock_427849380

The UK AIFM regime explained: what CP26/28 would change for managers and their investors

Compliance & Regulation
AdobeStock_1916500116-sm

SFDR 2.0: the Council has its position, and it’s closer to the Commission than you might think

Compliance & Regulation
CCI is sitting on the wrong desk. Here's why - and what to 
do about it.

CCI explained: what investment managers actually need to know

Compliance & Regulation
AdobeStock_847251942sm

The US Names Rule is ten days away: what larger fund groups need in place

Security & risk
Cyber resilience under pressure

Cyber resilience under pressure: what actually holds when it matters