ADMINISTRATION

Case study: how CG Asset Management moved operating systems successfully

Chris Taylor, chief operating officer at CG Asset Management explains why the firm decided to move the front-middle and back-office systems, the challenges along the way, and why simplicity is key for success

The role of external consultants in making outsourcing decisions

Fund Operator speaks to three experts to discuss the benefits of third-party consultants when making decisions about outsourcing versus develop...

The tools that are improving client engagement and satisfaction

Cheryl Pipia, Head of USI Integrated Sales & Client Engagement, T. Rowe Price explains how tech make products feel customised and improve clien...

How small and mid-sized funds can use third-party service providers to stay competitive

Fund Operator speaks to Kraig Kupiec, Chief Operating & Financial, KWK Management about how small or niche fund operators c...

Culture & People Management

In a post-COVID-19 world, asset managers must refocus on client experience

The coronavirus lockdown has forced asset managers to rethink the ways in which they engage with clients writes Michelle Calcutt, head of client experience at Aviva Investors

"A leap into the unknown": how fund operators can plan for a post-pandemic world

Gerard Brown, Head of Investment Execution at Hesta, explains the biggest challenges Covid-19 poses ...

Case study: how business continuity planning helped CDAM prepare for pandemic

George Chamberlain, chief operating officer at CDAM, explains how the company has responded to coron...

Operational resilience lessons from the coronavirus crisis

Fund Operator speaks to Mark Gillan, Head of Operations at AJ Bell about the steps his firm has taken toward operational resi...

The power of modern technology and people management

Markus Ruetimann, Chief Executive Officer, Hardy London explores why the fund management industry has been slow off the mark ...


Strategy

How to integrate ESG data into a quantitative investment processes

Kathryn McDonald, Head of Sustainable Investing at Rosenberg Equities, AXA Investment Management explores the main challenges that fund operators face when dealing with ESG data.

Why the role of chief operating officer is becoming more strategic

Steven Seow, Director, Singapore Consulting examines how the role of COO differs for institutional and retail fund operators, and why it is becoming m...

Case study: How Dragon Capital has adapted to cope with coronavirus

Ailsa Cuthbert, Associate Director, Marketing & Investor Relations at Dragon Capital explains how the company has adapted its people, processes and te...

Seven new tools that are driving innovation in operations

Olivia Vinden, Director, Alpha Financial Markets Consulting, examines the seven major technological tools that are helping fund operators transform op...

Two of the big risks facing operations and how to tackle them

Craig Plane, Director, Unite Consulting discusses why cyber security and liquidity management are two of the big risks facing fund operators as well a...

Technology & Data

How Blue Orbit Asset Management is harnessing technology to thrive in lockdown

Fund Operator speaks to Megan Talmage, Chief Operations Officer, and Julie Andrews, Head of Institutional Business, at Blue Orbit Asset Management about how technology is transforming operations and the role it can play in allowing firms to successfully adapt to the coronavirus lockdown

Why technology and automation means operations teams need new skills

Luke Venables, Chief Operating Officer at Venn Partners explains why modern ops teams need to be technologically savvy and why identifying the right challenges is key for...

Case study: how two firms are dealing with the journey to automation

Joseph Pinto, Global COO at AXA Investment Managers and Mr. Vikramaaditya, CTO at HSBC Global Asset Management share where their firms have got to on the journey to full ...

The power of modern technology and people management

Markus Ruetimann, Chief Executive Officer, Hardy London explores why the fund management industry has been slow off the mark with automation and why culture is one of the biggest barrie...