Fisher Investments on Top-Down Governance in an ESG Framework

How Top-Down Governance Analysis Adds Value Top-Down VS. Bottom Up Overwhelmingly, investment professionals today utilize an investment process generally known as “bottom-up” investing. A typical bottom-up investor emphasizes equity selection and researches an assortment of companies, attempting to pick those with the greatest likelihood of outperforming the market based on individual merits. The investor mixes

Regulatory Update Luxembourg

Regulatory Update Luxembourg

On 16 December, the Luxembourg regulator, the Commission de Surveillance du Secteur Financier (CSSF) announced the fast-track procedure for ESG disclosures required to be made under the EU’s Sustainable Finance Disclosures Regulation (SFDR). All Luxembourg regulated investment funds (UCITS, Part II, SIF) that limit themselves to including only ESG disclosures in the prospectus updates can

Morningstar Appoints Carne as ACD in the UK

Morningstar Appoints Carne as ACD in the UK London, Thursday, 3rd December 2020 – Carne Group, the leading digitally driven industry platform to the Global Asset Management Industry, today announced that Morningstar has appointed Carne Global Fund Managers (UK) Ltd as the ACD for its new range of multi-asset funds. The strategies will target UK

CP86 Decisions & Actions Webinar

We had a fantastic response to our recent CP86 webinar with more than 300 registering to tune in to the views of our panel of industry experts. The webinar was hosted by Yvonne Connolly, Country Head, Carne Group Ireland, with panellist speakers Des Fullam, Group Chief Product & Regulatory Officer, Carne Group, Kieran Walsh, Director


ESG Regulatory Update

Introduction By signing the Paris Climate Agreement, the European Union has committed itself to pursuing the climate objectives agreed therein and to a more sustainable economic and social development. Transparency plays a key role in the transition to a sustainable and low-carbon economy and as one of the first measures of the EU Action Plan,

Value Funds Vs Growth Funds

Recent news about some of the COVID vaccines currently in development have hugely raised everyone’s hopes that the tough times we have all been living through over the last nine months will soon be over. For one particular group of clients, this news was even more encouraging as it signalled an end to its own