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.


  • October 12, 2021 Administration

    Karen Wawrzaszek, Chair, Investment Committee, Meyer Foundation and, Regional President, BNY Mellon Wealth Management, explores how the industry is making strides towards ESG standards.

  • 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