The Real Growth podcast
A series of podcasts to keep you on the cutting edge of digital marketing in financial services.
Tailored shareholder reports: six months to 24 July 2024
From 24 July 2024, US mutual fund and ETF tailored shareholder reports must follow the SEC’s concise format. What changes, key dates and what to do now.
The SEC Names Rule explained: what the 80% test now catches
The amended SEC Names Rule widens the 80% investment policy to growth, value and ESG names. What changed, the compliance dates, and what to do now.
UK Sustainability Disclosure Requirements final rules: four labels, a naming test and an anti-greenwashing rule
The FCA’s final Sustainability Disclosure Requirements set four labels, naming and marketing rules and an anti-greenwashing rule. Key dates and next steps.
The PRIIPs KID and the Retail Investment Strategy: what the Commission wants to change
The PRIIPs KID would gain a dashboard and a sustainability section under the EU’s Retail Investment Strategy. What’s proposed, where it stands, what to do.
Streamlining success: Automating report generation and distribution for investment managers
In the fast-paced and data-driven world of investment management, staying ahead of the curve is essential. Investment professionals need to make informed decisions quickly, and
SFDR Article 8 and 9 under review: the Commission asks whether they should become labels
The Commission’s SFDR review asks whether SFDR Article 8 and 9 should become product categories. What it covers, what could change and what to do now.
4 straightforward steps to effective client report customisation
Investment managers are struggling to keep up with the requests for customised client reports due to increase in workload this creates on a monthly and
The role of user experience in investment management websites
In this digital age, user experience (UX) is vital for success in any industry. Revenue from your website may not be a trackable metric in
Eight short steps for investment management marketers planning their Consumer Duty program
The UK’s Financial Conduct Authority (FCA) has proposed new rules known as Consumer Duty, aimed at improving the way firms treat their retail clients. Consumer
