Alessandro Casoli

We're continuing our countdown of 2024's most read articles from the eflow blog 🕑 Today: our comprehensive breakdown of EMIR Refit. 2024 saw the rollout of this landmark derivatives reporting revamp in both the EU and the UK. The updated regulation introduced 89 new reporting fields, tweaked the reporting lifecycle, and introduced new data harmonisation standards. Revisit the breakdown here: https://bit.ly/4ghqlon #RegTech #Regulation #Finance #EMIRRefit

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Join us on 18 June for our investment webinar 'Navigating the climate transition from an investor perspective' where experts will help to: • Define transition and investment themes you should be aware of • Highlight the progress on climate transition in portfolios and sectors • Discuss the recent trends in the energy sector, including recent challenges • Provide practical examples of what investors are doing to manage their portfolio through the transition Register today https://bit.ly/4cdA6kZ #investmentwebinar

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Our April #investmentmanagement update is now available. Highlights this month include: - the FCA outlining its priorities for asset managers and alternatives firms; - HMT proposing a trading platform for private capital; and - an in progress review on climate transition finance. Access the update: https://ow.ly/Tkpj50Rqu8m

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Northstar Asset Management MDD's (fund factsheets) are out now and available on our website. https://lnkd.in/d8_Y6htM Our Quarterly Fund Commentary videos can also be found on our website here: https://lnkd.in/dFdK9NF9 Videos are to be viewed in conjunction with the MDD. #fundfactsheet #MDD #investing #equitymarkets #globalmarkets

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The UK is taking a decisive step towards enhancing transparency and accountability in ESG ratings with proposed legislation to bring ratings providers under the Financial Conduct Authority's supervision.  With global ESG markets projected to exceed $40 trillion by 2030, this move is a game-changer for asset managers seeking reliable and comparable ESG insights to drive informed investment decisions 📈 At SI Engage, we understand the pivotal role of clear, actionable ESG data. This regulation aligns with our mission to empower asset managers with transparency and trust in their ESG strategies. #ESG #AssetManagement #Transparency #Regulation #Sustainability

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Our new report, 'Leveraging ESG Ratings to Map ESMA’s Fund Name Safeguard Exclusions,' reveals how SUF ESG ratings can effectively screen entities under ESMA’s latest fund naming guidelines. Read the full report here: https://ow.ly/XNYM50Ta10c #SustainableFitch #ESMA #SustainableFinance #Sustainability #ESGRatings #ESG #ESMAReport

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🌟 #InvestmentTrusts offer access to experienced portfolio managers, and our #FundInsight reports break down their strategy and performance 🧐 ➡️Our latest report covers Impax Environmental Markets plc #IEM. Free to read here: https://lnkd.in/d8ha2HJR Capital at Risk. Winterflood Securities is regulated by the Financial Conduct Authority. #InvestmentStrategies #FundResearch #PortfolioManagement

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Following the announcement last week on the timeline for UK endorsement of #ISSB, this week the FCA published details in its Primary Market Bulletin of how its rulemaking will be affected. In particular: - Once the UK endorsement is completed in 2025, the FCA will consult on amending its rules to move from TCFD to UK-endorsed ISSB disclosure standards. It also intends to consult on strengthening its expectations for listed companies’ transition plan disclosures, with reference to the Transition Plan Taskforce (TPT) Disclosure Framework at the same time. - Companies may also wish to start reporting voluntarily against ISSB Standards prior to the conclusion of the UK endorsement process. The FCA may explore additional guidance to support issuers subject to its Listing Rules by indicating how reporting based on ISSB Standards can remain consistent with its existing TCFD-based rules, which issuers must continue to meet. https://lnkd.in/ekGUJWu4. 

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How’s the definition of 'sustainability' evolving in the investment landscape? 🗞️✨ In this article for Investment Week, Cristian Echavarria, looks at ESMA's fund names review: https://okt.to/nW26QZ The story of investment in the twenty-first century so far has been the story of sustainable investment. However, with the European Securities and Markets Authority applying greater scrutiny, the definition of 'sustainability' could be about to change. #ESG #Holtara #Sustainability #SustainableFinance #SustainableInvestment #InvestmentWeek

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In this week's issue of Travers Smith's Sustainability Insights we are looking at the latest EU rules on fund names and greenwashing. #GreenWashing #AssetManagement #SustainabilityInsights Read and listen to the full briefing on our website: https://lnkd.in/e34vn5Ej

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Schroders has joined the growing list of UK asset managers adopting the Financial Conduct Authority's Sustainability Disclosure Requirements (SDR) labels. While some question whether these sustainability labels are making meaningful progress, they are fundamentally designed to enhance transparency and trust in sustainable investments. Schroders’ decision to apply these labels to 10 of its funds demonstrates its confidence in supporting robust sustainable and impact investment practices. As sustainability in finance becomes increasingly important, frameworks like the UK’s SDR and the EU’s SFDR play a vital role in reducing greenwashing and empowering investors with clear, credible information. It’s encouraging to see companies stepping up and aligning their strategies with these frameworks, even as they navigate the complexities. Initiatives like these set the stage for a more transparent and accountable future in finance. #SustainableFinance #ImpactInvesting #Transparency #GreenFinance #Schroders #FinanceInnovation

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Join us in this LSEG Academy session and review the fund flow and performance trends in the UK fund industry, looking at which asset classes and fund classifications are driving sales, and which have fallen out of favour, with a particular focus on the ESG market. https://lseg.group/4at0PcT

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⚡ We’ve joined the Partnership for Carbon Accounting Financials (PCAF)! As a bank, where we decide to keep our money (investments) significantly contributes to our emissions. This is also the case in most global financial institutions, where portfolio emissions (i.e emissions as a result of what they invest in or finance) are on average 700x larger than the direct emissions from their operations ( 📚 Source: https://lnkd.in/dEbykQG). To be able to reduce these emissions, we have to measure them. And, we’ve joined the PCAF to help us on this journey. 🤝🏽 PCAF is a global partnership of financial institutions that work together to develop and implement a consistent way to assess and disclose the climate impact created by banks through their financing activities. By joining PCAF, we get access to a community, learning and development resources, and expertise to support us in measuring and reporting our financed emissions for the first time. #PCAF #CarbonAccounting #Sustainability ♻

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The Financial Conduct Authority must offer steer on “complex” green #fund rules, as #sustainability-focused labels promise significant benefits for #assetmanagers but slow approval rate illustrates implementation challenges. Insights from Oscar Warwick Thompson (UKSIF). Read more of ESG Investor's inaugural #Regulation newsletter lead here: https://lnkd.in/ewCS8ZpF

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Our latest Index report, ‘Index Guidance to Support Real-Economy Decarbonisation’ (https://lnkd.in/eG-QtqUR), outlines potential guidance index participants may take to voluntarily and independently develop and adopt indices that support real-economy decarbonisation. Want to inform the final paper, which will be released in Q1 2025? Take this brief survey: https://lnkd.in/eJi_EPfa

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HM Treasury has released a consultation on the UK Green Taxonomy (#UKGT) to define 'sustainable' activities, boost sustainable investments, and enhance market integrity. In this briefing, Philip Spyropoulos, Michaela Walker, Julian Brown, Stefanie Sahla-Jones, and Thomas Pritchard discuss clarity on sustainable activities, market reactions, and potential benefits that could support the growth of #SustainableFinance. Read now: https://lnkd.in/eekX7v5B #FinancialServices

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What is impact investing? Our guide, published by Bond UK, explains the different types of impact investing and how INGOs can play a part in the impact investment market – by being investors, accessing investment themselves or acting as market facilitators. Read it here - https://lnkd.in/e9Ut-_dd

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