UBS equities team gets to grips with SFDR funds, ramps up ESG scoring

An active equities team at UBS is refining its approach to ESG integration as it converts funds to Article 8.

UBS Asset Management’s Concentrated Alpha is a team of active equities specialists within the larger firm, bottom-up stock pickers with a fundamental approach to investing. Like many asset managers operating in the EU, the team converted some of its funds to so-called “Article 8” products under the Sustainable Finance Disclosure Regulation (SFDR) this year, and has adapted its approach to ESG integration—the way that data is used to meet environmental, social and governance criteria in building

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FCA declines to directly regulate market data prices

A year-long investigation by the UK regulator to determine whether competition is hindered in the wholesale data markets has concluded with its decision not to directly regulate much-maligned data pricing and licensing structures.

How GenAI could improve T+1 settlement

As well as reducing settlement failures, researchers believe generative AI can provide investment managers with improved research, prioritization, and allocation resources.

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