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.
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.
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...
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.
Laurence Julius, Independent Trustee, explores how fund operators can better support pension fund trustees when it comes to ESG strategies.
George Antonak, President, Thrift Financial, explains why diversified fund management can be more effective than specialised for big and small companies.
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.
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...
Chris Taylor, Chief Operations Officer, at CG Asset Management explains why employee ownership trusts (EOT) build a stronger business in the long term.
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 ...
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.
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.
Stuart Gunderson, Chief Operating Officer at Seilern Investment Management, explores the business case between many top class solutions versus simplified, all-in-one approaches
A quick guide for all the news and things you may have missed in the operations space for fund management.
Dan Sharp, Partner at management consulting firm Sionic, explores some of the potential big issues for fund operators in the private markets space.
Michelle Sartorio, Global Director of Marketing & PR, Savills Investment Management, explains how operational efficiency is key in the post-pandemic workplace.
Simba Mamboininga, Managing Partner at Devlin Mambo, explains how the pandemic has changed the way fund operators should look at service consolidation.
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
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...
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 .
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
Chris Taylor, chief operations officer at CG Asset management, explores how fintech will transform fund operations in the future.
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...
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.
Alain Mandy, Chief Operating Officer at Wellington Management explores some of the benefits of outsourcing including innovation, scalability and time to market
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
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
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...
Maria Long, Content and Research Director at the SBAI, explores the operational challenges to managing conflicts and how they can be overcome
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...
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...
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...
Marty Burns, Chief Industry Operations Officer at the Investment Company Institute explains how tokenization opens the door to otherwise inaccessible asset classes
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...
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...
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...
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.
Christina Schack at Vontobel Asset Management and Matthew Oakley at UBS explain which operating model works best for them
Simon Robinson, Director – Product Management at Moody’s Analytics examines the industrialisation of ESG investing and what it means for firms
Matt Gatrell, chief operating officer, Nutmeg discusses the operational and technology challenges to implementing open banking and how the firm overcame these
Christina Schack, Head Data Governance, Operations & Projects at Vontobel explores the trick to getting outsourcing decisions right
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
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...
Thierry Saintot, Global Head of Data Management, Allianz Global Investors explains the data benefits from consolidating middle and back office providers
Fund Operator speaks to three experts to discuss the benefits of third-party consultants when making decisions about outsourcing versus developing in-house capabilities
Cheryl Pipia, Head of USI Integrated Sales & Client Engagement, T. Rowe Price explains how tech make products feel customised and improve client relationships
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.
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
Get the recent popular stories straight into your inbox