Initiatives

Shaping industry policy

Our key purpose is to make investment better for savers and investors, for companies and their employees, and for the economy. That way, everyone prospers. We focus our work on issues our members care about or are trying to change in the world around us – for example, increasing diversity and promoting inclusion. Or improving standards and industry best practice, or celebrating the investment industry’s achievements.

We work hard to identify topics of industry interest, or topics which research shows will help the investment industry – and, above all, the clients and customers it serves – to thrive. To that end, we’re continually asking our members for their views and, where necessary, taking action. If we think something needs to change, we do something about it.

Risk Warnings Review

The Risk Warnings Review has worked at pace to deliver its central objective of reframing industry use of risk warnings on mainstream inv...

Fund Operations & Compliance
Fund Policy
Retail Funds Market

Operational Resilience

This page explains why operational resilience is becoming increasingly important as firms face growing disruption from cyber incidents, t...

Operational & Cyber Resilience

Direct2Fund

A simplified, more efficient alternative dealing model for UK funds.

Fund Operations & Compliance
Innovation & Technology

Professional Skills Academy

Strengthen the skills that drive performance, influence and career progression — from communication and personal effectiveness to leaders...

Culture & Conduct
Talent

New Starter Academy

Start your investment management career with confidence — industry fundamentals, emerging technologies and the context you need to make a...

Culture & Conduct
Talent

Tokenisation Academy

Understand, evaluate and apply tokenisation in your role — from digital asset foundations through to regulation, risk and capital markets...

Innovation & Technology

AI Academy

Build practical AI capability for investment management — from foundations and practical applications through to governance, risk and eme...

Innovation & Technology