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UK Stewardship Code: Streamlined reporting requirements ‘welcome’ but concern over definition change

The Financial Reporting Council’s (FRC) consultation on updates to the UK Stewardship Code closed last week and, while many financial services experts welcomed the streamlining and flexibility of the proposed new reporting requirements, some remain sceptical about the updated definition of the term ‘stewardship’. In November, the FRC suggested changing its definition of stewardship, omitting references to the environment and…

UK Stewardship Code: Streamlined reporting requirements ‘welcome’ but concern over definition change

The Financial Reporting Council’s (FRC) consultation on updates to the UK Stewardship Code closed last week and, while many financial services experts welcomed the streamlining and flexibility of the proposed new reporting requirements, some remain sceptical about the updated definition of the term ‘stewardship’. In November, the FRC suggested changing its definition of stewardship, omitting references to the environment and…

UK Stewardship Code: Streamlined reporting requirements ‘welcome’ but concern over definition change

The Financial Reporting Council’s (FRC) consultation on updates to the UK Stewardship Code closed last week and, while many financial services experts welcomed the streamlining and flexibility of the proposed new reporting requirements, some remain sceptical about the updated definition of the term ‘stewardship’. In November, the FRC suggested changing its definition of stewardship, omitting references to the environment and…

UK Stewardship Code: Streamlined reporting requirements ‘welcome’ but concern over definition change

The Financial Reporting Council’s (FRC) consultation on updates to the UK Stewardship Code closed last week and, while many financial services experts welcomed the streamlining and flexibility of the proposed new reporting requirements, some remain sceptical about the updated definition of the term ‘stewardship’. In November, the FRC suggested changing its definition of stewardship, omitting references to the environment and…

UK Stewardship Code: Streamlined reporting requirements ‘welcome’ but concern over definition change

The Financial Reporting Council’s (FRC) consultation on updates to the UK Stewardship Code closed last week and, while many financial services experts welcomed the streamlining and flexibility of the proposed new reporting requirements, some remain sceptical about the updated definition of the term ‘stewardship’. In November, the FRC suggested changing its definition of stewardship, omitting references to the environment and…

Are questionnaires really a suitable substitute for an honest client/adviser conversation?

Talking with those interested in sustainable investing, you often hear the 81% statistic mentioned – the 81% of retail investors surveyed by the FCA that want their money to do some good as well as achieve a financial return. It’s an inspiring figure, encouraging us to bring actuality closer to aspiration. The Investment Association’s December 2024 statistics revealed currently around 13%…

Are questionnaires really a suitable substitute for an honest client/adviser conversation?

Talking with those interested in sustainable investing, you often hear the 81% statistic mentioned – the 81% of retail investors surveyed by the FCA that want their money to do some good as well as achieve a financial return. It’s an inspiring figure, encouraging us to bring actuality closer to aspiration. The Investment Association’s December 2024 statistics revealed currently around 13%…

Are questionnaires really a suitable substitute for an honest client/adviser conversation?

Talking with those interested in sustainable investing, you often hear the 81% statistic mentioned – the 81% of retail investors surveyed by the FCA that want their money to do some good as well as achieve a financial return. It’s an inspiring figure, encouraging us to bring actuality closer to aspiration. The Investment Association’s December 2024 statistics revealed currently around 13%…

Are questionnaires really a suitable substitute for an honest client/adviser conversation?

Talking with those interested in sustainable investing, you often hear the 81% statistic mentioned – the 81% of retail investors surveyed by the FCA that want their money to do some good as well as achieve a financial return. It’s an inspiring figure, encouraging us to bring actuality closer to aspiration. The Investment Association’s December 2024 statistics revealed currently around 13%…

Are questionnaires really a suitable substitute for an honest client/adviser conversation?

Talking with those interested in sustainable investing, you often hear the 81% statistic mentioned – the 81% of retail investors surveyed by the FCA that want their money to do some good as well as achieve a financial return. It’s an inspiring figure, encouraging us to bring actuality closer to aspiration. The Investment Association’s December 2024 statistics revealed currently around 13%…