Day 2: The Role of Technology in Continuous Improvement
The FCA’s new Consumer Duty regulation has had a profound impact on the financial services market since it’s go-live in July-23. Valentia Partners takes a look at some of the challenges firms have faced since Day 1, what is required to implement effective monitoring and reporting processes, and how firms can future-proof procedures to ensure they act in the interests of their consumers in the future.
Profiling our investment in the Scottish powerhouse economy
Explore our latest spotlight in The Scotsman, where we delve into Valentia's dedication to the burgeoning Scottish market. Discover how we prioritise sustainable excellence and value delivery to our local clientele.
Review of Sustainability Regulations
Valentia Partners takes a closer look at recent sustainability requirements that may have implications for Financial Services businesses and their clients. On the 28th of November 2023, the UK Financial Conduct Authority (FCA) published the Sustainability Disclosure Requirements (SDR). This policy aims to address risks of ‘greenwashing’ and enhance transparency across sustainable investments.
Emerging Applications of DLT in Financial Services
Three tokenization solutions attracting investment.
Signposting Digital Asset Adoption
Six indicators that signal the direction of digital asset adoption.
Harness ESG as a Catalyst for Greater Operating Model Sustainability
Environment, Social and Governance are a sometimes-uncomfortable juxtaposition of ideas. Collectively they speak to sustainability and catalyse change across the operating models of Financial Services business. Here we discuss how to engage, prioritise and deliver ESG-inspired change in Financial Services.
Innovating The Customer Journey Around ESG
Financial Services customers will each have their own ideas as to how ESG should be factored into the service they receive. Standard customer journeys cannot accommodate this. We address what needs to change.
Harnessing the potential of ESG data
ESG is an industry changing opportunity to embrace sustainability and access new, long-term value pools. It’s also an enormous challenge for Data and Analytics capabilities.
UK SDR – Marking Boundaries for “Sustainable” Finance
Upcoming UK ESG regulation may be the most important shift yet for authentically sustainable finance.
ESG as a risk management framework for secured lending
The combined effects of climate change, socio-economic change, and the shift towards a more credit driven economy expose lenders to greater and more diverse risks than ever before. ‘ESG’ provides a framework that enables sustainability analysis.
