PIMFA
Publications
This guide has been created in collaboration with Alpha FMC to support Wealth Managers with publishing their TCFD report(s) for the first time this year or for those looking to improve their existing reporting for the future.
The guide is accompanied by an infographic.
This joint PIMFA/Alpha FMC report assesses the expected impact of upcoming UK regulation on Environmental, Social and Governance (ESG) investing. The report is based on the findings of a survey of PIMFA member firms representing the UK Wealth
Management and Financial Advice industry.
The report is accompanied by an infographic.
This joint PIMFA/Alpha FMC assesses Environmental, Social and Governance (ESG) investing approaches based on the findings of a survey of PIMFA member firms, representing the UK Wealth Management and Financial Advice industry.
The report is accompanied by an infographic.
In line with FCA recommendations, the cross-trade body industry group including the Investment Association, PIMFA, AIC, UKSIF, TISA, the ABI and Eversheds has come together to develop a proposed framework and associated guidance for firms adding consumer-facing disclosures to their sustainable investment products. The guidance and frameworks cover both products with an SDR label and those unlabelled products using sustainability related terms in naming and/or marketing. Whilst the guidance and frameworks are not mandatory, they aim to encourage more consistent disclosure between firms, improve product comparability for retail investors and, in turn, allow consumers to make more informed choices when it comes to sustainable investment.
The PIMFA Under 40 Leadership Committee (U40LC) is an exciting initiative that brings together talented young people from across our member firms.
These future leaders work together in a dedicated community to learn and collaborate with their peers, and also to conduct primary research focusing on current hot topics impacting us all across our industry.
The U40LC contributes to the strategic thinking of PIMFA and has been operating in one form or another for over 6 years – creating a plethora of useful insights and research, alongside a network of alumni they can rely on in their future careers.
In 2022 a big part of the research was on ESG: a lever to encourage savings and investment. Which brought some interesting conclusions:
- Findings across demographics on aggregate show a focus and interest on ESG that can be a potential catalyst to encourage people to invest for the first time, or to invest more of their current wealth in not just ESG but more widely.
- However, the way in which ESG encourages people varies significantly depending on the audience; key differences in approach are needed depending on the age and/or gender of the investor.
- Greater education and a more standardised approach to assessing Environmental factors is required.
