ADMINISTRATION

How fund operators can find the perfect blend of in-house vs outsourced

Michael Bernth Nielsen, Chief Operating Officer at Capital Four, explains how to avoid the pitfalls of outsourcing and how to perfect the balance of keeping things in-house.

COO view: How to choose the right solutions and onboard them successfully

Chris Taylor, Chief Operations Officer, CG Asset Management, explores how fund operators can choose between many best of breed solutions vs. al...

Can fund operators prove ESG credentials with passive fund management?

Mark Gillan, Head of Product, AJ Bell, explains passive vs active fund management and the challenges and opportunities that the former brings t...

Trustee view: the fund management industry must adopt global standards for ESG definition and measurement.

Laurence Julius, Independent Trustee, explores how fund operators can better support pension fund trustees when it comes to...

Culture & People Management

The convergence of data, tech, and culture management in fund operations

James Davidson, Chief Operating Officer at Pacific Asset Management, explains how fund operators can overcome challenges around revenue by being smarter around talent management and data.

FUND OPERATOR PODCAST: Operational Resilience with Strivr CEO Carl-Fredrik Svensson

In a brand new podcast, Carl-Fredrik Svensson, CEO and Co-founder of Stockholm-based Saas firm Striv...

How fund operators can overcome issues around scalability

Russell Newman, Chief Operating Officer, Rothschild & Co Asset Management US Inc., explains how scalability and outsourcing a...

How fund operators can develop the right skill sets to ensure success now, and in the future

Paul Hansen, Group CFO at SIGNET explores how fund operators can add value through upskilling and wh...

How AI can help fund operators attract talent

Gary Brackenridge, Global Head of Asset Management, Linedata, discusses how artificial intelligence and other technology can ...


Strategy

COO view: How to choose the right solutions and onboard them successfully

Chris Taylor, Chief Operations Officer, CG Asset Management, explores how fund operators can choose between many best of breed solutions vs. all in one systems and the questions to ask to find the best approach for your firm

How fund operators can learn from the drive for transparency

Changing industry norms, driven by trends and a desire for more openness in operations, could be an unexpected opportunity for new business, says FINB...

How to successfully decide on ESG investment priorities

Nicholas Wheeler, Chairman of Trustees at the Volvo Group UK Pension Schemes, explores the role of regulation when it comes to deciding on ESG priorit...

How standardisation can help fund operators with custodians

Chris Dobson, Middle Office Manager, IMPAX AM, explains the need for standardisation with large numbers of custodians and legacy clients, and how to d...

How fund operators can manage expectations around asset diversification

Rob Balkema, Senior Director and Head of Multi-Asset North America, Russell Investments, explains how multi-asset solutions work at the overall level ...

Technology & Data

How fund operators can make the most of cloud technology

Colin Gibson, Senior Advisor and Regional Advocate, EDM Council, explores the role cloud technology plays in ensuring best practice and how fund operators can use frameworks to help make the most technological innovation.

The convergence of data, tech, and culture management in fund operations

James Davidson, Chief Operating Officer at Pacific Asset Management, explains how fund operators can overcome challenges around revenue by being smarter around talent man...

How fund operators can learn from the drive for transparency

Changing industry norms, driven by trends and a desire for more openness in operations, could be an unexpected opportunity for new business, says FINBOURNE Technology’s C...

The greatest challenges facing legal departments, and how to overcome them

Antoine Sineau, Chief Compliance Officer, Nordea Investment Funds SA, discusses the role digitisation could play in overcoming legal challenges and why it is critical tha...