The Archive

Welcome to the archive! Here you can browse every single article written, organised by month, tags or category. Below you can find the latest 10 articles.


  • July 04, 2022 Administration

    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.

  • June 28, 2022 Administration

    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 th...

  • June 27, 2022 Administration

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

  • June 22, 2022 Administration

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

  • June 20, 2022 Administration

    George Antonak, President, Thrift Financial, explains why diversified fund management can be more effective than specialised for big and small companies.

  • June 13, 2022 Administration

    Chris Dobson, Middle Office Manager, IMPAX AM, explains the need for standardisation with large numbers of custodians and legacy clients, and how to drive efficiency in admin-heavy processes.

  • June 10, 2022 Administration

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

  • June 06, 2022 Administration

    Chris Taylor, Chief Operations Officer, at CG Asset Management explains why employee ownership trusts (EOT) build a stronger business in the long term.

  • May 26, 2022 Administration

    Nic Basson, Chief Operating Officer at Old Street Digital, explores how fund operators should be thinking about cryptocurrency and the regulatory and compliance considerations that should be top ...

  • May 23, 2022 Administration

    Daniel Dzenkowski, Tax Director, Pwc, explains what fund operators need to know when they structure their taxes to get a system that works for them.

  • May 20, 2022 Administration

    Gary Brackenridge, Global Head of Asset Management, Linedata, explains how evolving investor expectations are changing the demands on middle and back-office operational teams and leaders.

  • May 18, 2022 Administration

    Stuart Gunderson, Chief Operating Officer at Seilern Investment Management, explores the business case between many top class solutions versus simplified, all-in-one approaches

  • May 06, 2022 Administration

    A quick guide for all the news and things you may have missed in the operations space for fund management.

  • April 22, 2022 Administration

    Dan Sharp, Partner at management consulting firm Sionic, explores some of the potential big issues for fund operators in the private markets space.

  • April 08, 2022 Administration

    Michelle Sartorio, Global Director of Marketing & PR, Savills Investment Management, explains how operational efficiency is key in the post-pandemic workplace.

  • April 04, 2022 Administration

    Simba Mamboininga, Managing Partner at Devlin Mambo, explains how the pandemic has changed the way fund operators should look at service consolidation.

  • January 31, 2022 Administration

    Neil Vernon, CTO, Gresham Technologies explains how poor data and control leads to an erosion of fund growth and what asset managers can do to avoid this

  • January 18, 2022 Administration

    Fred Crosnier, Global Head of Operations, J.P. Morgan Asset Management shares how the firm is starting a multi-year initiative to implement its new operating model, which includes the outsourcing...

  • January 10, 2022 Administration

    Three operations experts give their views on how asset managers need to respond to recent volatility and the ways in which streamlined architecture can help .

  • November 25, 2021 Administration

    Nicholas Wheeler, Chairman of Trustees, Volvo Group UK Pension Schemes, explores whether ESG rules do an acceptable job of protecting pension members and sponsors interests

  • November 17, 2021 Administration

    Chris Taylor, chief operations officer at CG Asset management, explores how fintech will transform fund operations in the future.

  • October 28, 2021 Administration

    Evan Fire, Managing Principal, Chief Operating Officer at Pzena Investment Management explores how outsourcing can be used to foster innovation and how asset managers can ensure they choose the r...

  • October 07, 2021 Administration

    Fund Operator, in association with AxiomXL spoke to 20 COOs and senior ops professionals at global asset management firms to find out how attitudes to outsourcing are changing.

  • September 23, 2021 Administration

    Alain Mandy, Chief Operating Officer at Wellington Management explores some of the benefits of outsourcing including innovation, scalability and time to market

  • September 09, 2021 Administration

    Muammer Cakir, an Independent Senior Treasurer, explores why cybersecurity is the core risk to treasurers and cash managers if more currency is held in digital coin form

  • July 25, 2021 Administration

    ESG, fee pressure and increased tendering are the three core trends driving change in the fiduciary management market, says Ciprian Balan, Investment Governance & Oversight Manager, EY

  • June 28, 2021 Administration

    Dr Gerard Moerman, head of fiduciary services & investment solutions at Aegon Asset Management in Amsterdam discusses how the insurer has managed solvency and volatility during the COVID-19 pande...

  • June 04, 2021 Administration

    Maria Long, Content and Research Director at the SBAI, explores  the operational challenges to managing conflicts and how they can be overcome

  • May 17, 2021 Administration

    Carolyn Saunders, Head of Pensions & Long-Term Savings at Pinsent Masons explores how the CMA investigation and MiFID II European Union regulations are leading to retendering and what ESG means f...

  • April 30, 2021 Administration

    Martin Kwiatkowski, Investment Operations Director at Aberdeen Standard Investments, explains the benefits of global data standards and how the firm is tackling the challenge of unfamiliar ESG da...

  • April 06, 2021 Administration

    Lorraine Dryland, Chief Information Security Officer, First Sentier Investors examines the key risks when it comes to outsourcing, why regulators are cracking down and top tips choosing the right...

  • March 26, 2021 Administration

    Marty Burns, Chief Industry Operations Officer at the Investment Company Institute explains how tokenization opens the door to otherwise inaccessible asset classes

  • March 12, 2021 Administration

    Alastair Sewell, Senior Director and regional head of Fitch Ratings' Fund and Asset Manager Group for EMEA and APAC, explains why a regulatory clampdown on mutual fund liquidity risk will increas...

  • March 08, 2021 Administration

    Nishil Patel, Chief Operating Officer at Origin Asset Management discusses how to decide which risks to outsource, the trick to keeping costs under control and why independent access to data is c...

  • February 15, 2021 Administration

    Fund Operator spoke with a lead Vendor Manager at a large European Asset Manager to get the inside scoop on how rising data costs are impacting fund operators and the steps firms can take to thri...

  • February 08, 2021 Administration

    Wajid Khan, Chief Operating Officer at Nemesis Asset Management shares how the firm manages key outsourcing risks such as fee pressure, compliance and data security.

  • January 25, 2021 Administration

    Christina Schack at Vontobel Asset Management and Matthew Oakley at UBS explain which operating model works best for them

  • January 08, 2021 Administration

    Simon Robinson, Director – Product Management at Moody’s Analytics examines the industrialisation of ESG investing and what it means for firms

  • December 14, 2020 Administration

    Matt Gatrell, chief operating officer, Nutmeg discusses the operational and technology challenges to implementing open banking and how the firm overcame these

  • November 02, 2020 Administration

    Christina Schack, Head Data Governance, Operations & Projects at Vontobel explores the trick to getting outsourcing decisions right

  • October 06, 2020 Administration

  • August 03, 2020 Administration

    Amanda Flynn, EMEA Regulatory Change Manager, at J.P Morgan Corporate Investment Banking explores the regulatory focus on operational resilience and what needs to be top of mind for firms

  • June 01, 2020 Administration

    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 ke...

  • April 29, 2020 Administration

    Thierry Saintot, Global Head of Data Management, Allianz Global Investors explains the data benefits from consolidating middle and back office providers

  • January 14, 2020 Administration

    Fund Operator speaks to three experts to discuss the benefits of third-party consultants when making decisions about outsourcing versus developing in-house capabilities

  • January 07, 2020 Administration

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

  • December 29, 2019 Administration

    Fund Operator speaks to Kraig Kupiec, Chief Operating & Financial, KWK Management about how small or niche fund operators can outsource to make big cost savings.

  • December 29, 2019 Administration

    Tim Woodgett, Head of Project Delivery, Liberty Speciality Markets discusses nature of change in business operations, the challenges and how the company has overcome these