The Centre for the Study of Financial Innovation is a forum for debate and research about the future of the international finance services sector.

 

Events

Sovereign debt restructuring

Wednesday, December 6

Speakers

  • Benu Schneider

  • Lee Buchheit (Cleary Gottlieb)

  • Deborah Zandstra (Clifford Chance)

  • Michael Waibel (Cambridge University)

  • Mark Stumpf (Arnold & Porter Kaye Scholer)


Reports

click to download the report

‘A Level Playing Field for Investment Research? Challenges facing the buy-side, sell-side and independents’

A CSFI report with support from Euro IRP

The market for investment research is not a normal one, where customers – in this case asset managers – choose what they need from a range of transparently priced providers. History has linked the funding of research to stock-broking, corporate finance and trading. Regulators have acted to limit conflicts of interest, to encourage the emergence of independent providers and to separate payments for research from trading fees. 

MiFID II is supposed to complete that separation by banning the use of unpriced research by banks and brokers. Cue menu pricing for everything from sectoral expertise for equity investing, credit insights for fixed income and macro-economic commentary for asset allocation? Not yet.

Jane Fuller, Co-director of the CSFI and the report’s author, surveyed participants from across the industry to establish the state of play.


Podcasts

Andrew Hilton (CSFI), Pete Hahn (London Institute of Banking & Finance) and Anthony Belchambers (Financial Services Negotiation Forum) try to digest the week's news and what it all means for UK Financial Services.

Note: this recording was made on the Monday after the June 2017 General Election.

Jane Fuller, CSFI co-director, sat down with Francesco Guerrera (Politico) and Sam Tymms (Promontory) to discuss whether there is a regulatory pendulum in banking - and in whose favour it is swinging.

Jane Fuller, CSFI co-director, discusses the Office of Tax Simplification's agenda for 2016 and beyond.

Christine Allison, CSFI Financial Inclusion Fellow, talks to Malcolm Brown, director of the Church's Mission & Public Affairs Department, about the role of the Church of England in providing socially responsible financial services.

Jane Fuller, co-director of the CSFI, talks to Brian Bartaby (CEO of Proplend) following the Centre's April 26 round-table on innovations in property finance.

Jane Fuller, co-director of the CSFI, talks to Tim Jones (former CEO of NEST) following the Centre's March 7 round-table on the Chancellor's priorities for pensions reform.


Publications

The uncertain state of the global economic recovery now dominates people's concerns about the safety of the banking system.  This is closely followed by the rise in cyber crime.  The better news is that earlier concerns about capital and liquidity appear to be easing. Read the survey of the risks facing the global banking industry, produced in association with PwC.


The uncertain state of the global economic recovery now dominates people's concerns about the safety of the banking system.  This is closely followed by the rise in cyber crime.  The better news is that earlier concerns about capital and liquidity appear to be easing. Read the survey of the risks facing the global banking industry, produced in association with PwC.

The insurance industry operates in a risky world, with an uncertain macro-economy, a heavy regulatory agenda, and growing threats from cyber attack. Read the survey of the risks facing the global insurance industry, produced in association with PwC.


The insurance industry operates in a risky world, with an uncertain macro-economy, a heavy regulatory agenda, and growing threats from cyber attack. Read the survey of the risks facing the global insurance industry, produced in association with PwC.

This report, which marks the culmination of the PIC/CSFI Pensions Fellowship, focuses on work-based pensions in the private sector - and, within that, on the new "auto-enrolment" regime for mass retirement saving.


This report, which marks the culmination of the PIC/CSFI Pensions Fellowship, focuses on work-based pensions in the private sector - and, within that, on the new "auto-enrolment" regime for mass retirement saving.


Tweets

 
 

FinTech

 

The CSFI aims to bridge the gap between emerging financial innovators and established institutions through a programme of round-tables, presentations, product demos and workshops. Contact us to find out more. 

 

Financial World

 

Financial World is the journal of The London Institute of Banking & Finance. Published six times per year in association with the CSFI, Financial World aims to bring together thought-provoking research and commentary on the health of the domestic and international financial services sector. The journal reaches around 20,000 financial services professionals, including all corporate and individual supporters of the CSFI.

 

Academic Expert Directory

 

The Academic Expert Directory is an online platform where academics and other specialists can connect with financial services practitioners seeking expert advice. The service is simple to use - and free.

 

 

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