Investing with impact November 2, 2021 | Sponsored Green catastrophe bonds aim to reinvent the world of impact investment by delivering a return for both the planet and investors. As delegates gather for this week’s Cop26 climate talks in Glasgow, here’s why professional services firm Aon are hoping green cat-bonds signal a new dawn for innovative finance… “Bond will save the world!” is [...]
Keeping an eye on gender lens investing and women in leadership November 2, 2021 | City Talk Gender lens equity investing developed from a substantive body of research demonstrating the financial, risk management, decision-making and other corporate benefits of higher levels of women in leadership. In our coverage universe at Parallelle Finance, 27 gender lens global and regional equity funds are available to individual investors. Their assets under management (AUM) totalled $3.47 [...]
Treasury makes £1.5bn from pandemic stock market frenzy October 28, 2021 Next year, the Treasury is expected to make £1.5bn from stamp duty taxes on shares, as a result of the pandemic stock market frenzy, which saw many first-time investors put money into the market, the Evening Standard reported. While this year duty taxes on shares were £800m higher than £3.4bn that was initially forecast by [...]
Arden Partners share price soars after Ince takeover declared October 26, 2021 Stock broker Arden Partners has announced a £10m ($13.8m) all-share takeover by professional-services firm Ince. The deal is based on a premium of 40.5 per cent to Arden’s closing share price of 22 pence on the Latest Practicable Date “This deal is an important strategic development as it secures Arden’s position as an attractive adviser [...]
Passive funds and ‘Do no harm’ are not synonymous October 26, 2021 | City Talk Some very black-and-white and reductive opinions about the prudence of active management have been making the rounds in the investment world of late. For example, in Defined Contribution Plans: Challenges and Opportunities for Plan Sponsors, from the CFA Institute Research Foundation, Jeffery Bailey, CFA, and Kurt Winkelmann state that an investment committee’s first responsibility is to “do [...]
Fintech PensionBee revenue jumps following listing October 21, 2021 Fintech PensionBee has reported year on year revenue growth of 110 per cent. Its revenue hit £8.9m over the nine months to September 2021, compared to £4.2bn in September 2020, it revealed in results for the nine months to September 30. The company hit 602k registered customers in the third quarter of the year. Adjusted [...]
AJ Bell customer numbers leap as Covid measures ease October 21, 2021 Investment platform AJ Bell’s customer numbers swelled 30 per cent in its previous financial year. Results for the year ended September 30 showed total customer numbers increased to 382,754. In the final quarter of the financial year, net new platform customers increased 16 per cent and platform net inflows increased by 78 per cent, compared [...]
The future of work in a post-Covid investment industry October 19, 2021 | City Talk Disruptions resulting from Covid-19 have forced businesses to adapt and create new models of work. Although some industries may return to something resembling their pre-pandemic operating model, the investment industry has already crossed a threshold. That is the view of Kunal Kapoor, CFA, who participated in a webinar entitled ‘The War for Talent and the [...]
Skills in the City: financial services sector looks to the future October 18, 2021 | City Talk To what extent should organisations that compete fiercely to attract new recruits (and for business overall) be collaborating when it comes to enhancing their workforces’ skillsets? It’s tricky to imagine many of the Square Mile’s biggest names freely sharing their training programmes outside their own four walls. ‘Sure, we’ll just send you what we do [...]
UK investors play it safe, while Chinese take risks and Indians are all over crypto October 14, 2021 Affluent to ultra-high-net worth investors in the UK are the most conservative in terms of investment risk among international peers, according to new research, shared exclusively with City A.M. today. More than half of wealthy UK-based investors rated themselves as conservative in terms of their approach to risk, with 20 per cent describing themselves as [...]