News & Events
ISC is proud to announce its sponsorship of Steve Kendall, Team GB Duathlete. Cheering him on at the Penticton 2017 ITU World Championships.
Tax Transparent Funds (TTFs) are being launched by organisations in the UK and 2015 saw a number of events by TTF providers promoting how they can support these new fund structures. ISC understand that these new tax efficient fund structures provide a great opportunity to both asset managers and owners. The UK Government has introduced regulation which allows UK companies to market equivalent tax efficient funds to those currently established in Luxembourg and Ireland. The rationalisation of funds can generate obvious savings for fund managers and the offer of tax savings for clients ensures these fund structures have recognisable benefits. These benefits make TTFs attractive to current investors and broaden the scope of potential customers.
ISC offer an end to end service to deliver these fund structures, from initial review to implementing the target operating model with those providers chosen as partners. The business case for any change requires sign off by both fund boards and investors ensuring they are of benefit to both. Delivering the business cases and ensuring the benefits are realised are the aims of this service.
The EU directive MiFID II (The Markets in Financial Instruments Directive) is set for implementation in January 2018. This Directive is being issued alongside its accompanying regulation MiFIR (The Markets in Financial Instruments Regulation). ISC is delivering projects to help our clients ensure compliance with this wide-ranging regulation that we have seen to have significant operational impacts.
ISC is celebrating 10 years of offering consultancy services to the Investment Management Industry
ISC is delighted to announce that Chris Mayes has joined.
ISC have launched a product delivery service. Please access via the capabilities tab.
ISC is delighted to announce that Susana Iglesias and David Lynch have joined ISC. Our November Chronicle will introduce them.
ISC are pleased to support TSAM 2014 as Knowledge Partners. This annual event is being held on March 25th in London.
This service aims to improve the risk protection in the event of the loss of outsourcing service as highlighted by the recent Dear CEO letter from the IMA.
Based on real client experience ISC now offers pragmatic advice to those clients requiring help in ensuring their firm meets the July 2014 deadline.
ISC has launched a new service that uses our experiences in improving the production of KIIDs. Please go to the Capabilities menu of this website to read on.
Over the last few months we have been working towards changing the company structure from a Limited Liability Partnership to a Limited Company. Corporate finance and legal advice indicates that changing to a Limited Company structure will better equip us to support planned growth into the future.
In the light of this, we are delighted to announce that, as of Monday 28th January 2013, ISC LLP has converted to ISC Ltd. Current Partners have, as of 28th January, become Directors of the new company. We look forward to continuing to provide the Investment Management community with quality advice and assistance under the new corporate structure.
Simon Harris is interviewed and gives his thoughts to the International Securities Services Magazine on 'Adding Value Through Client Reporting'.
ISC's, Simon Harris, chairs the Client Reporting & Communications Workshop at TSAM 2013 in London on March 20th. Simon will be working with over 35 representatives from the investment management community to discuss the challenges client reporting projects face.
ISC are pleased to support TSAM 2013 as Knowledge Partners. This annual event is being held on March 19th at the Lancaster Hotel, London.
ISC Partner, Simon Harris, chairs the annual workshop at the annual Osney Media Conference on Client Reporting and Communication in London. Simon will be working with over 35 representatives from the investment management community to discuss how to maximize efficiency in client reporting production runs.
ISC are pleased to support Osney Media's OTC Derivatives for Fund Management Conference as Knowledge Partners. Julian Manfredi, Partner at ISC, is a panellist in the afternoon session. This annual event is being held on 14th Nov at the Marriott Hotel, Regents Park, London.
ISC are pleased to support Osney Media's Summit for Performance, Risk and Attribution as Knowledge Partners. Dave Sellors is a panellist in the morning session. This annual event is being held on 26th Sept at the Millenium Hotel, Mayfair, London.
ISC has launched their GIPS Compliance Service.?ISC produce the project brief, project plan and assist in the selection of a GIPS verifier. ISC work with the asset manager to become GIPS compliant and work with the asset manager to ensure that all the relevant material is ready to be reviewed prior to and during the verification phase.
ISC is ideally placed to assist clients to become GIPS compliant. We have specialists from the Performance and GIPS section of the industry and consider all the key components to gaining GIPS compliance, including; the pricing & valuation matrices, control procedures, performance calculations, composite allocations and calculations, and the consultant databases/RFPs.?
A no fuss, value for money service. ISC has launched their GIPS Verification Service.??Using our unrivalled and deep understanding of how asset managers work, we have specialists from the Performance and GIPS section of the industry. ISC employ dedicated on-site verifier resources for the verification field work and product of the final report. ISC are independent to the auditor and AAF party.??ISC is ideally placed to complete the annual GIPS verification process. We have specialists from the Performance and GIPS section of the industry. Having worked for asset managers we align our service to meet your needs.
ISC is delighted to announce that David Sellors has joined ISC as a Consultant. Dave has over 25 years of investment management industry experience. He spent several years with Prudential Portfolio Managers within the performance and reporting area before moving to JPMorgan Investment Management covering portfolio analysis and client reporting. He then became Vice President at Capital International Limited, first creating and developing their portfolio analysis and client reporting function across Europe and Asia; gaining GIPS compliance, automating the performance calculation, attribution analysis, risk breakdown and client reporting production. He then created the global corporate governance group, supporting the integration of ESG factors into the investment process. He has also been the part-time Chief Operating Officer for the Local Authority Pension Fund Forum (LAPFF) for 2 years. David is a CFA charter holder and is a Fellow of the CFA Society of the UK. ??ISC Managing Partner, Julian Manfredi, commented, “ISC are extremely pleased to welcome Dave to our team of experienced and capable consultants. He brings a wealth of knowledge and will be setting up some specialist services for ISC.”
The latest edition of the ISC Chronicle has been published. We have three major articles; the first article reviews the Client Reporting and Communications stream at the recent TSAM 2012 Europe conference. It reports the key themes discussed and the future direction of client reporting.Our second article provides an update on Solvency II. It reviews the many challenges faced by our clients and reports on the expected implementation date.Lastly we give an update to an article on outsourcing aired in 2009. In this update we review the rise in component outsourcing.