Client Assets Sourcebook (CASS)

Read the overview of how we are continuing to deliver meaningful change and value. Looking at our successes over the last year in Policy and Advocacy and Regulation and Compliance, with an overview of PIMFA Groups, Event Highlights and Awards.

Read how we are continuing to deliver meaningful change and value. Looking at our successes over the last year in Policy and Advocacy and Regulation and Compliance, with an overview of PIMFA Groups, Event Highlights and Awards.

This Queries Compendium represents PIMFA’s first publication bringing together a selection of the queries raised by our member firms over the past two years. The queries encompass a wide range of regulatory and operational topics, and we have included those that remain most pertinent and of continuing value to our membership.

Discover here the PIMFA Journal #28 with articles from our members

Read here the PIMFA Journal #31, featuring nine articles written by PIMFA Associate member firms on current industry topics of interest, relevant to their firms’ operations, Topics include AI, Senior Management Functions, Women Investors, Private Investment, CCI Product Summaries, Data, M&A, Back Office as a Strategic Asset

Read here the updated PIMFA Groups infographic, showing the structure involved

Read this PIMFA journal article on understanding and Implementing CASS: A Strategic Imperative for Your Organisation

Read here an article from PIMFA Journal #29 by Nicky Green, Advisory Director at Square 4 Partners, discussing why many investment firms miss the opportunities available in collaborating with their CASS teams