Welcome to Saving Matters - the IA’s blog. Here you can find articles on a whole range of investment-related topics, as well as our views on industry news and developments

ETFs pass the pandemic stress test

The IA is today publishing its latest research paper on Exchange Traded Funds (ETFs)  that seeks to explore in detail the performance and resilience of these funds during coronavirus. 
Hugo Gordon

Going green – the UK looks to issues its first green gilts

The government’s plan for a new Sovereign Green Bond, announced on the 9th November, has the potential to play a key role in financing a greener economy as the UK looks to achieve net zero by 2050. While the investment management industry keenly awaits full details of the government’s plans, we are supportive of the initial proposal, and indeed have been calling for this type of gilt.
Chris Cummings

Q3 market insights and Q4 look ahead

Miranda Seath, Head of Market Insight at the IA, looks back on the third quarter of 2020 and attempts to spot clues as to what we might expect in the final quarter of the year.
Miranda Seath

How can investment managers help solve the sustainability puzzle?

Driving change in sustainable finance is multi-layered, multi-actor and it involves multiple choices. It works best when each new initiative has a clear objective; when each actor contributes in a way that fits their particular role, strengths and responsibilities; and when we clearly communicate which specific piece of the sustainability puzzle we’re working on.
Jess Foulds

Investment managers must meet consumer demand for responsible funds

The pandemic has brought into sharp relief how our lives around the world are inextricably linked, both through the global spread of coronavirus, but also how we’ve come together within our communities to tackle and build back better from this crisis.
Chris Cummings

Your own personal NAV

Some of you will be familiar with the concept of a fund’s net asset value (NAV) which tallies up the assets and liabilities in an investment portfolio and provides a net worth figure that you can then compare over time. If you are like me, you might try to figure out your own personal NAV by using a spreadsheet to keep track of your income and spending to make sure your personal finances are on track.
John Allan

Artificial intelligence – are you ready?

With increased fee and margin compression, investment managers are turning to innovative solutions to meet the business questions of the day. How does the potential of AI fit into this?
Gillian Painter