ADMINISTRATION

ESMA guidelines come into force – what will it mean?

The European Securities and Markets Authority (ESMA) new naming rules are now operational – how are fund operators going to be affected?

CSDDD's scope called into question - could there be changes on the horizon?

 European leaders call into question the future of CSDDD due to potential harm to competitiveness.

ESMA releases new consultation on ESG rating providers

 ESMA proposes new RTS that include mandatory authorisation for ESG ratings firms, strict disclosure of methodologies, and clear separation between ratings and advisory service...

How do you manage the operational increase in private assets?

 Gavin Lau, Managing Director, Head of Private Credit Fund Management, Macquarie Asset Management, shares his views on optimising asset inflow a...

Human rights breaches now massive D&O worry

Culture & People Management

DEI still not being given enough consideration by the operations teams

A new report says strong climate commitments, but concrete action on DEI lags from fund managers

Happier staff more effective for fund operators

 New US study shows that fund operators that care more holistically for culture and people management see better returns. What...

Fall in DEI targets in US executive pay

 Multiple sources from proxy voting season show friction around DEI factors being linked to performance indicators - despite o...

Culture’s importance to asset managers reaffirmed

 A new report has highlighted the importance of staff culture at asset managers for achieving good returns and results.

Separate CEO and Chair, industry urges

 The persistent issue of whether top positions are better served by one person or more rears its head.


EDITOR'S TOP PICK

Strategy

Will further regulation continue the outflow from Article 8 and 9 funds?

The rebranding of funds continues as fears of SFDR changes drive more market movements. What will it mean for operations teams?

ESG fund outflow continues

Big outflow from the US from sustainable funds continues for a tenth consecutive quarter.

Greenwashing uncertainties still abound for institutional investors

A new report specifies that green finance administration and compliance burden still hinder efforts to embed practices.

Active managers see rises in 2024 amid a flat market

New report detailed the 2024 accounts for active managers across bonds and equities and shows some weaknesses especially around higher fees.

NZAM suspends activities after BlackRock departure

Industry grouping suspended all activities in mid-January following departures of big names from the organisation.

Utmost Life and Pensions confirms entrance to bulk purchase annuity market

What are the challenges in investment performance reporting?

Technology & Data

CIOs: The uses are present but effectiveness still unclear around AI

Panel of CIOs at Morningstar’s Investment Conference asks the big question – how do we assess the impact of emerging technologies like AI and their usefulness

Will AI create operational risk?

The Bank of England has released a paper listing out challenges with Artificial Intelligence in financial institutions.

How can fund managers evolve the use of technology platforms over time?

Industry figures look at whether technology use should evolve over time or be replaced all at once - and be driven by client requests or internal objectives.

Data problems in Private Markets worsening amid the sector boom

Report says private markets admin burden still a huge issue.

Preparing for Successful Adoption of GenAI on the Buy Side

Is AI going to change the way we work?

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