This report sets out a pragmatic path to strengthen the UK’s stewardship framework and refocus it on long‑term value creation.

This white paper highlights the critical operational, technological, and liquidity challenges introduced by T+1, focusing on trade matching, non-domestic parties settling EU, UK and Swiss Securities and associated FX and the complex interplay with fund operations.

A quick reference guide by the Investment Association (IA) outlining key scopes and deadlines for firms’ compliance with the Sustainability Disclosure Requirements (SDR) and Task Force on Climate‑related Financial Disclosures (TCFD) reporting frameworks.

The Investment Association’s 2024 survey provides a data-driven snapshot of the UK investment management workforce and how firms are adapting their approaches to EDI year-on-year.