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.


  • June 13, 2024 Administration

    New legislation and stakeholder expectations have shaken the market around ESG as greenwashing accusations fears drive change.

  • May 30, 2024 Administration

    New advice aimed to add more structure to ESG, impact investing, and other sustainability-related investment and fund management practices, but industry hoped for more.

  • April 24, 2024 Administration

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

  • April 08, 2024 Administration

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

  • March 08, 2024 Administration

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

  • February 15, 2024 Administration

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

  • February 01, 2024 Administration

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

  • January 18, 2024 Administration

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

  • December 18, 2023 Administration

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

  • December 11, 2023 Administration

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

  • December 06, 2023 Administration

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

  • November 28, 2023 Administration

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

  • October 09, 2023 Administration

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

  • September 28, 2023 Administration

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

  • September 25, 2023 Administration

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

  • September 04, 2023 Administration

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

  • August 31, 2023 Administration

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

  • August 21, 2023 Administration

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

  • August 07, 2023 Administration

    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...

  • July 24, 2023 Administration

    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-...

  • March 20, 2023 Administration

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

  • March 13, 2023 Administration

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

  • March 01, 2023 Administration

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

  • February 27, 2023 Administration

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

  • February 22, 2023 Administration

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

  • February 20, 2023 Administration

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

  • February 15, 2023 Administration

    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.

  • February 13, 2023 Administration

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

  • February 13, 2023 Administration

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

  • February 06, 2023 Administration

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

  • January 24, 2023 Administration

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

  • January 12, 2023 Administration

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

  • January 03, 2023 Administration

    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.

  • December 30, 2022 Administration

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

  • December 21, 2022 Administration

    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...

  • December 15, 2022 Administration

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

  • December 13, 2022 Administration

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

  • December 06, 2022 Administration

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

  • December 05, 2022 Administration

    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...

  • December 01, 2022 Administration

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

  • November 28, 2022 Administration

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

  • November 22, 2022 Administration

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

  • November 11, 2022 Administration

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

  • November 10, 2022 Administration

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

  • November 09, 2022 Administration

    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 ...

  • November 07, 2022 Administration

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

  • November 04, 2022 Administration

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

  • October 28, 2022 Administration

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

  • October 28, 2022 Administration

    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.

  • October 27, 2022 Administration

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

  • October 25, 2022 Administration

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

  • October 21, 2022 Administration

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

  • October 20, 2022 Administration

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

  • October 13, 2022 Administration

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

  • October 12, 2022 Administration

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

  • October 07, 2022 Administration

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

  • October 04, 2022 Administration

    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.

  • September 27, 2022 Administration

    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.

  • September 23, 2022 Administration

    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

  • September 23, 2022 Administration

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

  • September 20, 2022 Administration

    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.

  • September 13, 2022 Administration

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

  • September 12, 2022 Administration

    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.

  • September 07, 2022 Administration

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

  • September 05, 2022 Administration

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

  • August 29, 2022 Administration

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

  • August 24, 2022 Administration

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

  • August 16, 2022 Administration

    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.

  • August 05, 2022 Administration

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

  • August 04, 2022 Administration

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

  • August 04, 2022 Administration

    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.

  • August 03, 2022 Administration

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

  • August 01, 2022 Administration

    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.

  • July 28, 2022 Administration

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

  • July 25, 2022 Administration

    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 ...

  • July 18, 2022 Administration

    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.

  • July 14, 2022 Administration

    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.

  • July 11, 2022 Administration

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

  • 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