Autumn 2017 Investor Agenda

Autumn always has shades of “back to school” to it, and there are plenty of legal matters for trustees and their investment teams to be turning their attention to before the year-end, with more compliance requirements to be met, this time in relation to LEIs and the EU’s Benchmark Regulation.

There are also some more “in principle” matters for trustees to consider, including the Law Commission’s latest report on social investment which focusses on the distinction between investment decisions made solely for ethical reasons and those made for environmental or governance reasons – which may in the final analysis be for sound financial reasons.

Another “in principle” question is raised in our article on the Insurance Act 2015, which describes the potentially onerous requirements for disclosure and undesirable remedies for a failure to disclose prescribed by that Act – essential reading for trustees entering into long-term insurance contracts such as buy-ins.

We round up with an update on the FCA’s Asset Management Market Study.

As always, if you would like further information on any of the matters discussed in this edition of Investor Agenda, or to discuss how they affect your scheme, please do get in touch.

Read the full edition of the Autumn 2017 Investor Agenda