ADMINISTRATION

ESG rating providers in EU to be regulated

Regulatory framework agreed upon in EU countries with hopes of mitigating quantitative and qualitative data issues around ESG rating providers.

What were the top 10 articles on Fund Operator in 2023?

We look back at our most clicked-on articles over the course of 2023; did you read them all?

Collaboration and communication is only way for ‘risk management’

Risk management must be dealt with on a dual basis, using internal training and regulatory admin adherence to achieve the best results.

How fund operators can act on ESG data

Aria Goudarzi, Experienced Data Leader and Advisor, discusses actioning ESG data through the operational and regulatory pipeline.

Culture & People Management

ESG Investment Leader Awards 2023 - FULL LIST OF WINNERS

The full list of winners of the ESG Investment Leader Awards were revealed in an intimate ceremony last night.

What are the major operational barriers to business expansion?

Arthur Melkonian, Chief Operating Officer, Equinox Partners, gives his thoughts on why top-down chan...

Fund Operator - news round-up 9/8/23

Your guide to all the people moves news in the operation space for fund management, featuring MASECO Private Wealth, Sixth Street, abrdn, Third Eye Capital, and ING.

Fund Operator - news round-up 14/7/23

Your guide to all the people moves news in the operation space for fund management, featuring Sienna Investment Managers, M&G...

Fund Operator - news round-up 23/6/23

Your guide to all the people moves news in the operation space for fund management, featuring Clara Pensions, Aaro Capital, H...


Strategy

Why climate change must be approached as a systemic risk

Senior industry figures say that disparate strategies for managing E, S, and G won’t lessen risk as methodologies develop.

What are the opportunities in the green bond market?

Sarah Mitchell, Senior Portfolio Manager – Global Green Bonds at Mondrian Investment Partners, gives her thoughts on green bonds and the potential for issuance from brown sectors.

Is your FX impacted with the equity settlement shift to T+1?

In February 2023, the SEC adopted final requirements for a 28 May 2024 implementation date for the move to T+1 settlement for transactions in US cash ...

Where are the ESG opportunities for alternative investments?

Jaclyn Bouchard, EVP, Head of ESG Solutions and Corporate Responsibility, Preqin, outlines the current opportunities, challenges, and solutions around...

Market data: Quality over cost and technology shift towards cloud

Global buy and sell-side market participants agree that data accuracy and data feed reliability are the most important drivers when choosing their pro...

Technology & Data

The role of AI and natural language programs for fund operators

Three industry experts look at what artificial intelligence (AI) is offering and what operational professionals should be aware of.

How do you responsibly incorporate ESG into an investment strategy?

Rodrigo Dupleich, Managing Director - Head of Systematic Strategies at UBS Asset Management, discusses the crossover between ambitious sustainability goals and good opera...

Four burdens in dealing with tax regulations and how financial institutions can ease them

Taxation rules and regulations are constantly evolving and creating new reporting standards, necessitating greater resource...

Crypto Reconciliation: Navigating challenges and solutions in blockchain accounting

Tom Wheatley, COO at Watson Wheatley, shares insights on efficiently reconciling crypto data, adapting systems, managing ne...