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 28, 2022 Strategy

    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 23, 2022 Strategy

    Changing industry norms, driven by trends and a desire for more openness in operations, could be an unexpected opportunity for new business, says FINBOURNE Technology’s CEO Thomas McHugh.

  • June 15, 2022 Strategy

    Nicholas Wheeler, Chairman of Trustees at the Volvo Group UK Pension Schemes, explores the role of regulation when it comes to deciding on ESG priorities and some of the biggest data challenges f...

  • June 13, 2022 Strategy

    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 09, 2022 Strategy

    Rob Balkema, Senior Director and Head of Multi-Asset North America, Russell Investments, explains how multi-asset solutions work at the overall level of the fund.

  • May 30, 2022 Strategy

    Sally Bridgeland, Chair And Non-Executive Director, Local Pensions Partnership Investments, examines how the “spectrum of capital“ can help with impact investing and the role of charity as part o...

  • May 04, 2022 Strategy

    Sohel Hussain, Director of Investment Operations at the Meyer Memorial Trust, explores why institutional investors have lagged in the modernisation of their operations and how they can overcome c...

  • May 03, 2022 Strategy

    Rob Balkema, Senior Director and Head of Multi-Asset North America, Russell Investments, explains how fund operators should look at multi-asset strategies.

  • April 28, 2022 Strategy

    Raghu Ramachandran, Head of Insurance Asset Channel, S&P Dow Jones Indices, explains how institutions can use ETFs.

  • April 21, 2022 Strategy

    Martine Valcin, Global Manager, Corporate Governance, ESG Advisory, Knowledge & Learning at the IFC, explores the critical steps fund operators should take to improve their ESG data strategies

  • April 19, 2022 Strategy

    Rob Balkema, Senior Director and Head of Multi-Asset North America, Russell Investments, explains how asset owners need to look at individual securities and exposures.

  • March 31, 2022 Strategy

    Evan Fire Managing Principal, Chief Operating Officer, Pzena Investment Management explores how the office environment is changing for fund operators, top tactics for adapting, and why planning n...

  • March 16, 2022 Strategy

    Craig Peretz, Chief Financial Officer, Golden Eagle Strategies LLC, explores how the office environment is changing and the steps COOs must take to prepare for the future

  • March 10, 2022 Strategy

    Joseph Porterfield, Director of Tor Capital, discusses how fund operators can balance ESG investments with the need to maximise returns.

  • February 25, 2022 Strategy

    Joseph Porterfield speaks about if there is a lack of knowledge around ESG in terms of resources available to a fund operator to gather information.

  • February 16, 2022 Strategy

    In Clear Path Analysis’s recently released Fund Technology, Data & Operations, Europe 2022 report, industry leaders from companies including Storebrand Asset Management, Invesco and Broadridge ad...

  • February 11, 2022 Strategy

    Mark Manning, Technical Specialist, Sustainable Finance and Stewardship at the Financial Conduct Authority explains why getting the balance right between principles and prescription is important ...

  • February 07, 2022 Strategy

    Tom Wheatley, Chief Operating Officer at Watson Wheatley, examines the greatest challenges when it comes to new implementations and how these can be overcome

  • February 02, 2022 Strategy

    Martha Fee, Chief Operating Officer EMEA & APAC at Northern Trust Asset Management, shares why Covid-19 was a great catalyst to accelerate the firm’s technology agenda

  • January 18, 2022 Strategy

    Scott Cantor, Senior Financial Officer Capital Markets and Investments, Treasury, explains how the World Bank is thinking about climate holistically and embedding it in all areas of investment

  • January 18, 2022 Strategy

    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 Strategy

    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 29, 2021 Strategy

    Dr Zeynep Hizir, Digital Transformation Influencer examines the role accountability plays in ensuring fund operators stick to their ESG promises and while technology is critical for embedding sus...

  • November 17, 2021 Strategy

    Daniela Silcock, Head Of Policy Research at the Pensions Policy Institute explores the judicial review of the decision to replace RPI with CPIH and the impacts this could have on pension schemes

  • October 28, 2021 Strategy

    Kevin Mahn, President and Chief Investment Officer at Hennion & Walsh Asset Management explores how inflation is impacting fund operators and how thinking critically about international allocatio...

  • October 28, 2021 Strategy

    Eric Newman, Trustee, OPEB, City of Stamford explores the importance of ESG standards and how institutional investors can influence managers into upholding standards and delivering on ESG targets

  • October 18, 2021 Strategy

    Alex Edmans, Professor of Finance at London Business School explores which ESG factors truly boost investment returns, which don’t, and how to spot the difference

  • October 05, 2021 Strategy

    Investors need to use caution when considering alternative investments. Knowing the basics of a strong due diligence process can help reduce the risk of fraudulent activity. In this article Kris ...

  • October 04, 2021 Strategy

    Nicolas Steiner, Director, Strategy and Innovation at Invesco, explores the steps the company is taking to address disruption on the horizon including cryptocurrency and the rise of Web 3.0.

  • September 28, 2021 Strategy

    Jeanette Marais CEO of Momentum Investments and Deputy CEO of Momentum Metropolitan explores some of the greatest people management challenges facing the asset management industry today and the s...

  • September 26, 2021 Strategy

    Gilles Moëc, AXA Group Chief economist explores how investors can turn inflation into an opportunity rather than a risk

  • September 13, 2021 Strategy

    Chris Iggo, CIO Core Investments, AXA Investment Managers explores some of the key issues that fund operators are grappling with including ESG, transition risks and low returns

  • September 06, 2021 Strategy

    We are heading in the direction where there is going to be an ESG variant for every traditional index, says Reid Steadman, Managing Director, Global Head of ESG, S&P Dow Jones Indices

  • August 17, 2021 Strategy

    Christina McCarthy, Global Head of Fund Administration at Maples Group updates on European Facilities Agent Requirements.

  • July 27, 2021 Strategy

    Matt Simms, Trustee Director and Chair of the Investment Implementation Committee, Hermes Group Pension, shares how he evaluates ESG managers and philosophies in private markets

  • July 06, 2021 Strategy

    Catherine Chen, Responsible Investment Manager at Royal London, explores the key challenges when it comes to evaluating and monitoring ESG managers and how the insurer is tackling them.

  • June 17, 2021 Strategy

    Andrew Bang, Client Services, at SECOR examines the challenges the firm faced launching a new product on an abbreviated timeline in a pandemic and how these difficulties were overcome

  • May 28, 2021 Strategy

  • May 26, 2021 Strategy

    Melanie Pickett, Head of Front Office Solutions at Northern Trust describes how Northern Trust used client collaboration and data innovation to help asset owners better make investment decisions

  • May 11, 2021 Strategy

    Asset owners, such as pension funds and insurers, face a plethora of challenges in today’s (post)-pandemic environment. In addition to the obvious – generating sustainable returns in a volatile m...

  • May 11, 2021 Strategy

    Mark Gillian, Head of Product at AJ Bell, explores how retail access to illiquidity premium can be risk managed, deliverable operationally and work from a commercial perspective

  • April 30, 2021 Strategy

    Milestone Group consulted a group of North American and European based asset managers who outsource their fund accounting operations to gain a perspective on their current views on Oversight and ...

  • April 19, 2021 Strategy

    Mike Tumilty, Global Chief Operating Officer at Standard Life Aberdeen explains how downward fee pressures, regulatory focus on operational resilience and technology is impacting operations

  • April 01, 2021 Strategy

    Mark Hays, Director of Sustainable & Impact Investing at Glenmede explores how to overcome a lack of clear terminology and perceptions that managers are greenwashing

  • March 15, 2021 Strategy

    Neil Brown, Chief Risk Officer at Earth Capital, explains how the firm has developed its own, innovative tool to make sure it gets in depth and holistic ESG data from the companies it invests in.

  • March 08, 2021 Strategy

    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...

  • March 01, 2021 Strategy

    Karl Andersen, Managing Partner and CEO at AV Group, discusses the challenges of launching a new fund during a pandemic and how reinsurance solutions can reassure lenders.

  • February 25, 2021 Strategy

    José Luis Jiménez, Group Chief Investment Officer at MAPFRE shares his top priorities for expanding investments and his strategies for overcoming operational challenges.

  • February 11, 2021 Strategy

    Chris Taylor, Chief Operating Officer at CG Asset Management, explains why the firm decided to move IT operations to the cloud, the challenges on the way and his top tips for choosing the right d...

  • January 28, 2021 Strategy

    How can asset managers overcome data and multi-asset class challenges to build resilience in the new world we live in?

  • January 25, 2021 Strategy

    Guillaume Lesage, Global Head of Operations, Services & Technology at Amundi explains why firms invest in operations and IT, whilst simultaneously reducing costs and going digital.

  • January 20, 2021 Strategy

    Marcela Pinilla, Manager, Financial Services and Impact Investing at BSR explains why it is so important for sustainability strategy teams to connect the dots for leadership and boards

  • January 11, 2021 Strategy

    Barney Schauble, chairman of Nephila Climate, explains the key challenges faced when launching a climate solution for investors and how these were overcome.

  • December 14, 2020 Strategy

    Mark Gillan, Head of Product at AJ Bell Investments explains how different ways of thinking, innovation and partnership with specialist firms helped the organisation deal with the challenges of l...

  • November 30, 2020 Strategy

    Bryan Esterly, Director of Research at the Standards, Sustainability Accounting Standards Board explains how the body creates its international standards and what it means for investors

  • November 30, 2020 Strategy

    Fund Operator speaks to Amanda Raynor, Chief Operating Officer, BNP Paribas Asset Management about the shift to home working and what the future looks like for the firm

  • November 16, 2020 Strategy

    Marty Burns, Chief Industry Operations Officer at the Investment Company Institute explores how funds have worked diligently to protect shareholder data against attacks and fraudulent activities ...

  • November 12, 2020 Strategy

    Guido Giese and Hitendra Varsani, Executive Directors in MSCI’s Core Research team, share the key insights from brand new research looking at the impacts of ESG factors on credit investing.

  • November 02, 2020 Strategy

    Gianluca Pescaroli, Lecturer in Business Continuity and Organisational Resilience and Director of the MSc in Risk, Disaster and Resilience, University College London explores how insurance invest...

  • November 02, 2020 Strategy

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

  • October 19, 2020 Strategy

    David Czupryna, Head of ESG Development at Candriam, explores how the pandemic has shone a light on the merits of ESG investment strategies and why it could be a catalyst for more integration amo...

  • October 06, 2020 Strategy

    Carsten Mumm, Chief Economist and Head of Capital Market Risk Analysis at Donner & Reuschel shares some of the steps his firm took when faced with free-falling markets and the lessons learnt for ...

  • October 06, 2020 Strategy

    Speaking at the Institutional ESG Summit, Dominic Emery, VP, Long-Term Planning at BP answered questions from an audience of asset managers on the role that active ownership has played in helping...

  • September 21, 2020 Strategy

    Catherine Flockhart, Director, Client Communications at Baillie Gifford explains how the firm has translated its ESG strategy into a process that can be used every day

  • September 07, 2020 Strategy

    Michael Eakins, chief investment officer at Phoenix Group and Adam Ruddle, senior investment officer at LV= explore the strategies available to organisations that want to embrace ESG investing

  • September 03, 2020 Strategy

    Nick Simms, a Director at Cornwood Risk Management explores how firms can build operational resilience including new lessons for drafting SLAs, the trick to managing parent companies and how to d...

  • August 17, 2020 Strategy

    Aileen Mathieson, Global Head of Clients at Aberdeen Standard Investments (UK) examines how firms can embrace positive changes made as a result of the pandemic and continue to stay agile in the f...

  • August 17, 2020 Strategy

    Lounarda David, chief operating officer at IFM Investors explores how times of market volatility affect fund managers and how operations teams must adapt to cope with volatility

  • August 03, 2020 Strategy

    From market volatility to lockdown - three asset managers explain how their organisations have coped with the operational challenges of coronavirus

  • July 20, 2020 Strategy

    Professor Gianluca Pescaroli, talks through the steps organisations must take to ensure that their operations are truly resilient

  • June 22, 2020 Strategy

    Anthony King, Chief Operating Officer at Charles Taylor Investment Management looks at the biggest regulatory shifts impacting insurance investors and how implementing regulatory frameworks can l...

  • June 22, 2020 Strategy

    Steven Seow, Director, Singapore Consulting examines how the role of COO differs for institutional and retail fund operators, and why it is becoming more strategically important

  • June 08, 2020 Strategy

    Nick Miller, Head of Asset Management at the Financial Conduct Authority, gives an update on what the watchdog expects from firms when it comes to operation resilience and how the sector is copin...

  • May 26, 2020 Strategy

    Gerard Brown, Head of Investment Execution at Hesta, explains the biggest challenges Covid-19 poses for fund operators and the future lessons we can learn from the pandemic

  • May 25, 2020 Strategy

    George Chamberlain, chief operating officer at CDAM, explains how the company has responded to coronavirus and what challenges the pandemic may bring for the future

  • May 21, 2020 Strategy

    Ailsa Cuthbert, Associate Director, Marketing & Investor Relations at Dragon Capital explains how the company has adapted its people, processes and technology to manage the new operating environm...

  • May 07, 2020 Strategy

    Fund Operator speaks to Mark Gillan, Head of Operations at AJ Bell about the steps his firm has taken toward operational resilience, the lessons that an be learnt from coronavirus and the greates...

  • May 07, 2020 Strategy

    Olivia Vinden, Director, Alpha Financial Markets Consulting, examines the seven major technological tools that are helping fund operators transform operations

  • April 20, 2020 Strategy

    Kathryn McDonald, Head of Sustainable Investing at Rosenberg Equities, AXA Investment Management explores the main challenges that fund operators face when dealing with ESG data.

  • April 08, 2020 Strategy

    Craig Plane, Director, Unite Consulting discusses why cyber security and liquidity management are two of the big risks facing fund operators as well as tips on dealing with these threats

  • April 08, 2020 Strategy

    Lounarda David, COO at IFM Investors, explains why companies that rely on IT to drive innovation are setting themselves up for failure and why ops must lead the way instead

  • March 12, 2020 Strategy

    Lounarda David, Chief Operating Officer, IFM Investors talks about the firm's quest for a more strategic operations department and her hopes for the next five years

  • February 21, 2020 Strategy

    Ravi Misquitta, SVP, Marketing Strategy & Technology at Franklin Templeton explains how the firm is using social media to communicate with potential investors and why he thinks it is becoming eve...

  • February 21, 2020 Strategy

    Rob Scott, Chief Operations Officer at First Sentier Investors examines the responsibilities of a modern COO as well as the future trends that will transform the role

  • February 03, 2020 Strategy

    Gautier Ripert, Global Head of Operations, AXA Investment Managers explains how the organisation has consolidated its IT systems in the quest for a more efficient operating model.

  • December 31, 2019 Strategy

    Richard Day, Chief Operating Officer at Montlake examines how current EU legislation could change after Brexit and the hurdles asset managers will need overcome to get market access

  • December 29, 2019 Strategy

    Mike Tumilty, Director of Global Operations, Aberdeen Standard Investments discusses lessons for the future of fund management following the Aberdeen Asset Management and SLI merger

  • December 27, 2019 Strategy

    Three experts discuss the strategic principles that need to be in place to make the right decisions about outsourcing

  • December 26, 2019 Strategy

    Stacey Mullin Outhwaite, COO, EMEA, BlackRock explains why regulation, political change and low returns mean more fund managers are turning to multi-asset.

  • December 24, 2019 Strategy

    Stacey Mullin Outhwaite, COO, BlackRock discusses the three biggest forces driving change in the fund management operations industry

  • December 03, 2019 Strategy

    A panel of experts debate what role artificial intelligence and robotic processes automation has to play in fund operations

  • September 10, 2019 Strategy

    Fund Operator talks to Puneet Kukreja, a Partner, Risk Advisory at Deloitte about why Cybersecurity needs to be one of the highest priorities when doing business