The Financial Conduct Authority has published its finalised anti greenwashing rule guidance among the wider SDR implementation process.

Mergers and Acquisitions (M&A) opportunities are ripe in the sector; what will these conditions mean for fund operations?

Operational strategies around sustainability - specifically Scope 3 - still not embedded as voting records show a lack of support for ESG policies.

Regulatory framework agreed upon in EU countries with hopes of mitigating quantitative and qualitative data issues around ESG rating providers.

The member body announced emissions accounting framework to help streamline regulatory burden for alternative asset managers.

New study says that many US asset managers are turning away from ESG because of political climate.

We look back at our most clicked-on articles over the course of 2023; did you read them all?

Natalia Back, Associate Director, ESG Regulations, Private Markets, Manulife Investment Management, discusses the reporting and operational procedures needed to ensure compliance.

Industry figures discuss latest technology improvements and how they can assist or hinder investment operations teams in reaching reporting synergy.

The UK financial services regulatory body presented its delayed Sustainability Disclosure Requirements (SDR) and investment labels to heightened response.

Maria Nazarova-Doyle, Global Head of Sustainable Investment, IFM Investors, shares her views on emerging regulation, attractive assets, and coping with net zero needs.

Risk management must be dealt with on a dual basis, using internal training and regulatory admin adherence to achieve the best results.

Aria Goudarzi, Experienced Data Leader and Advisor, discusses actioning ESG data through the operational and regulatory pipeline.

Alex Struc, CEO of Goalsfirst, discusses how fund operators can manage constantly changing regulations and client needs.

A new assessment by Morningstar showed English-speaking countries filled the lower end of ESG investing commitment spectrum.

Kroum Sourov, Lead ESG Analyst, ESG Sovereign Research at Candriam, explains how everchanging regulations can be a help – and hindrance – to understanding ESG changes.

Brian Digney, Research & Content Director, Standards Board for Alternative Investments (SBAI), discusses how investment operations professionals can balance the need for innovation with risk mana...

David Carlin, Head of Risk, United Nations Environment Programme Finance Initiative (UNEP-FI), outlines the ESG regulatory roadmap for insurance investment teams - including developments in near-...

Matthew Courey, Chief Operating Officer, AlbaCore Capital Group, discusses how carbon conscious investing improves operational efficiency.

Alex Wise, Chief Operating Officer, Wealth of Nations Impact Asset Management, offers his views on due diligence in impact investing.

Roger Mattingly, Trustee Director, Ross Trustees, discusses how investors can insulate their portfolios from external pressures in 2023.

Claire George, Chief Technology & Operations Officer at Savills Investment Management, explains what operations staff need to know about increasing investor demands.

Big issues for private markets include integration, upskilling, and reducing costs, says Nikitas Psyllakis, Global COO and UK Country Officer, DWS Group.

Nic Basson, Chief Operating Officer at Old Street Digital, discusses the future of crypto and its viability as a market leader.

Chad Brown, Chief Operating Officer, LeafHouse Financial, discusses how pension funds can mitigate the risks in the drawdown phase of retirement for their clients from an operations perspective.

Arif Saad, Head of Investment Strategy UK, Kempen Capital Management, explains how investors can insulate their portfolios from the impact of external drivers.

A recent panel on investment sector client reporting said that automation, upstreaming, interoperability, and stewardship are imperative to future growth.

Manish Sarwal, Deputy Head of Finance at Impax Management, discusses how to achieve longevity in fund operations with clients.

Martin Collins, Trustee Director, 2020 Trustees, explains how investors can insulate portfolios from external drivers including inflation, fee pressures, and geopolitical changes.

Kroum Sourov, Lead ESG Analyst, ESG Sovereign Research, Candriam, discusses the barriers to ESG information.

Andrew Warwick-Thompson, Chair of Trustees, Scottish Widows Master Trust, explains the current challenges and opportunities for defined contribution (DC) scheme investment in Private Markets.

Heading into 2023, industry leaders predict continued macroeconomic volatility, rising inflation, and reliance on fixed income in the US and Europe.

The ways of outsourcing have changed in the new era of hybrid working with firms needing different things from their partners, says Joe LaFemina, Senior Manager, Outsourcing Services, SS&C | Adve...

Client demand for digital assets currently outpaces legal and operational infrastructure.

Maria Nazarova-Doyle, Head of Pension Investments & Responsible Investments, Scottish Widows, discusses the benefits for fund operators that exist with an increased ESG presence.

Sally Bridgeland, Chair And Non-Executive Director, Local Pensions Partnership Investments, discusses bridging the gap between investment cycles and ESG strategies.

Helmut Boisch, Chief Operations Officer at Dunham & Associates Investment Counsel, explores how interacting with stakeholders can bring some of the most valuable intelligence for designing your b...

The trillion-dollar asset management company announces changes to their ESG fund qualification, echoing a recent downgrading trend amongst European asset managers.

Arthur Melkonian, Chief Operating Officer, Equinox Partners, discusses how fund operators can remedy data silos, handle outsourcing, and approach regulations.

After COP27, fund operators should take stock of the global involvement required to achieve net zero and shifting focus toward emerging markets.

Your weekly guide to all the latest people moves news in the operation space for fund management.

As asset managers call for more transparent and measurable ESG data, some wonder if greenwashing is an effective focus.

Roger van Poortvliet, Global Head of Finance, Impax Asset Management, explains the current crop of disclosure requirements for ESG-related funds as well as what future frameworks and legislation ...

Arne Martin Moen, Chief Operating Officer, Storebrand Asset Management, examines how to create excellence on the project scope with a Case Study.

Your weekly guide to all the latest people moves news in the operation space for fund management.

Weekly update for the news you may have missed in the operations space for fund management.

Mohsin Qadir, Mezzanine Fund Finance Lead, ICG PLC, shares the challenges facing asset managers who want to stay competitive - and how they can be overcome.

As the UK’s Treasury delays its Autumn Statement, fund operators expressed concern over economic instability due to U-tuns and reputational damage.

Joe LaFemina, Senior Manager, Outsourcing Services, SS&C | Advent discusses overcoming hybrid working barriers.

The fortnightly update for the news you may have missed in the operations space for fund management.

Alan Hobbs, Transformation Lead, Legal & General Investment Management (LGIM), discusses steps companies can take to upskill deliberately and wisely.

Kate McClellan, Chief Operating Officer, Aviva Investors, discusses fee pressures, changing investor appetite, and the need for operating model evolution.

Mike Tumilty, Global Chief Operating Officer, abrdn, offers his thoughts on what an organisation’s office environment looks like today compared to pre-pandemic.

This week's guide for the news you may have missed in the operations space for fund management.

The Asset Owner Diversity Charter (AODC) continues to add new members. Its latest addition is Just Group, the UK-based specialty insurer and pension services provider.

Angus Milne explains how operational resilience has changed post-pandemic, especially around budgeting for unexpected events, technology fail scenarios, and the growth of cyber security threats.

UK government announces tax cuts and bigger bankers bonuses in growth strategy to combat the cost-of-living crisis and stake out post-Brexit financial services culture

Patrice Trichon and Kenneth Lamar explain the dangers of putting your data in silos and some quick fixes to avoid repeating old mistakes.

Pierre-Yves S. Rahari, Partner at AlgoMe Consulting, shares how the organisation developed its new onboarding solution, how it was implemented and how challenges were overcome.

Robert Hulme, Responsible Investment Engagement Manager, West Yorkshire Pension Fund, discusses what funds operators need to know to properly move to renewables and decarbonise.

Sindhu Krishna, Head of Sustainable Investments Office, at Phoenix Group, shares how the company set its climate targets and the challenges that it faced along the way.

Diandra Soobiah, Head of Responsible Investment, NEST, discusses what funds operators need to know to move to renewables and decarbonise.

Richard Hubbard, Independent Trustee at Capital Cranfield, looks at how regulation impacts ESG priorities and whether schemes should take member views into account.

Marcela Siddall, Chief Financial Officer at Unbound, explores how fund operators can flex to stay competitive and strategies to improve operational expenditure.

Mark Gillan, Head of Product, AJ Bell, speaks about where fund operators are getting things right - and wrong - in their ESG coverage.

Neil Dolby, Head of Global Private Markets Operations, abrdn, explains the complicated procedures around trying to create a one-size-fits-all approach to in-house operating models.

Gina Sanchez, Board Member and ESG Specialist, LACERA, gives her thoughts on ESG journeys and where they provide value.

Jonathan Walker, CFA, Sustainable Investment Manager, Gresham House, explores the sustainability regulations that should be top of mind for firms.

Simona Scarpaleggia, Board Member, EDGE, explores why social factors have been ignored by insurance investors and how data can help firms get back on track.

Matthew Fetta, Chief Operating Officer, CoinFund, discusses what operators need to know about liquid strategies and custody practices.

Robert Corbally, Chief Operating Officer, Variety Capital, shares why the firm decided to outsource functions for its new UCITS fund and lessons learned in the process.

Martine Valcin from the International Finance Corporation explains what investors need to remember to avoid failing at ESG goals.

Chris Taylor, Chief Operating Officer at CG Asset Management, discusses what fund operators need to know when hiring staff in the new hybrid working environment and how it could affect diversity ...

George Antonak, President, Thrift Financial, discusses the drawbacks and opportunities for smaller and larger firms’, which often don't include the advantages that are expected.

Patrice Trichon, of Brown Brothers Harriman, and Kenneth Lamar, of Lamar Associates LLC, discuss lessons they learned from relationship management in the industry’s toughest times.

Gaurav Aggarwal, Chief Commercial Officer, at Indus Valley Partners, explains how the initial hesitance to ESG in the US market is wearing off.

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