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Financial Advice
Sustainable investing: Considering credits
As sustainable themes have become integrated into portfolios, investors have begun to extend their sights to the commodity markets.
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Financial Advice
Unlocking data potential
In recent years, its become clear the ability to maximise the potential of data when managing portfolios is a key factor that separates successful asset managers from those that fall by the wayside.
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Financial Advice
Staying ahead of the competition
Today users have higher expectations of the brands they engage with - they expect a seamless experience across all digital touchpoints.
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Financial Advice
Building future success with decarbonisation strategies
Analysing decarbonisation pathways of real estate assets and quantifying the carbon footprint of portfolios.
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Investment Management
Is inflation 'stickier' than previously thought?
The threat of more persistent inflation challenges the previous narrative of lower inflation leading to lower interest rates - the latest CPI update showed a rise of 3.5%, compared to 3.2% the previous...
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Financial Advice
How investment firms can navigate technology transformation
Navigating technology can be complex for any firm, but there are effective and efficient ways for investment management companies.
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Pensions
Isio’s 2024 Professional Independent Trustee Survey
Now a regular industry fixture, Isio's survey is back for its fourth edition. Professional trustee firms have had another busy year – both servicing existing clients with high levels of activity and managing...
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Pensions
Unlocking mortality trends: A key to better outcomes
Clearer insights into mortality trends can help ensure better outcomes for members, trustees and sponsors of defined benefit pension schemes.
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Financial Advice
Green bonds reached new highs
Sustainable bond issuance topped more than a trillion dollars in 2023, bolstered by record levels of green bond sales.
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Financial Advice
A five-point plan to grow a digital audience
Investors and corporates have an appetite for frictionless, personalised experiences across a whole variety of media to get the information they need. Finserv marketers need a way to make their brand the...
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Financial Advice
A focus on dividends is not likely to add value
There's nothing special about dividends except that they are a tax-efficient way to return capital to shareholders- but they are not income, they are just a return of capital.
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Investment Management
Key factors to consider when selecting thematic investments
Water, robotics, artificial intelligence, carbon capture and cryptocurrency are all popular themes - but what do investors need to consider before taking a thematic approach to investment?
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