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.
Matthew Courey, Chief Operating Officer, AlbaCore Capital Group, discusses how carbon conscious investing improves operational efficiency.
Michael Ashton of Enduring Investments explains how inflation, interest rates, and geopolitics could all affect fixed income.
Alex Wise, Chief Operating Officer, Wealth of Nations Impact Asset Management, offers his views on due diligence in impact investing.
Defined Contribution schemes aren’t designed with private markets in mind, says Robin Ellison, Chairman of the Cambridge Colleges' Federated Pensions Scheme, but with regulatory changes there can...
Sachin Anandikar, Chief Technology Officer, Pemberton Asset Management, discusses strong tech, data, and operating models in private markets.
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.
Maria Nazarova-Doyle, Head of Pension Investments and Responsible Investments, Scottish Widows, discusses ESG in the investment sector – her 2023 outlook and the challenges and opportunities she'...
Martin Collins, Trustee Director, 2020 Trustees, explains how investors can insulate portfolios from external drivers including inflation, fee pressures, and geopolitical changes.
Xavier Debrun, member of the European Fiscal Board, discusses megatrends in public debt investing and the question of a mass extinction of safe assets.
Chris Palmer, Head of Illiquid Assets Origination, Phoenix Group, discusses which asset classes and investment structures represent the best investment opportunity in private markets.
Eric Vermulm, Chief Operating Officer and Chief Investment Officer at Allied Investment Advisors, discusses cybersecurity for the investment and fund management space from a smaller business’s pe...
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.
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.
Peri Simpson, Finance Manager at Seilern Investment Management, speaks about the challenges of being competitive and avoiding style drift.
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.
Patricia Sharman, Trustee, KAS Bank UK Pension Scheme, explains procedures for effectively reporting on ESG matters without stretching resources.
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.
We're dealing with an ESG trust gap and knowledge deficit, says Mark Manning, a Technical Specialist in Sustainable Finance and Stewardship.
Simba Mamboininga, Managing Partner at Devlin Mambo LLP, discusses the post-pandemic trends in service consolidation that fund operators need to know when taking their next steps.
Behavioural science is key to exploring the biases around the Great Resignation, and data is an agent of change, said HR leaders.
True operational resilience means considering implications, not events, say regulators and notable Chief Operating Officers, at Fund Operator Summit Europe Day Two.
Joanne Kane, Chief Industry Operations Officer, at the Investment Company Institute, discusses actions to protect the public from misuse of digital assets.
The volatile market is creating a new level of challenges, say several of the fund management’s most notable Chief Operating Officers.
Industry leaders say net-zero transition plans that prioritise ceasing emissions are mission critical for fund operators.
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.
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.
Tara McCloskey, Managing Director, MetLife Investment Management, explains how teams can work together again after the pandemic and what lessons were learned.
Kate McClellan, Chief Operating Officer, Aviva Investors, discusses fee pressures, changing investor appetite, and the need for operating model evolution.
Marie Dzanis, Head of EMEA, Northern Trust Asset Management, explores what Covid-19 taught us about resilient operating models.
Sally Bridgeland, Chair and Non-Executive Director, Local Pensions Partnership Investments, explores how asset managers need to use data and communications to meet investor ESG needs.
Mark Manning, Technical Specialist, Sustainable Finance & Stewardship, Financial Conduct talks Authority (FCA) about what fund operators can expect from regulatory attempts to make managers more ...
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
Michael Ashton, Managing Principal at Enduring Investments, gives his thoughts on inflation, central banks, and trends we could see going into 2023.
David Vyravipillai, ESG Investment Manager, at Railpen, explains how to overcome difficulties in investing in longer-term and less liquid assets.
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.
Benoit Ribaud, ESG Investment Relations Manager, at TotalEnergies, explains what net zero involves in the context of an energy firm, especially through stakeholder engagement and ensuring transpa...
Maria Nazarova-Doyle, Head of Pension Investments, Scottish Widows, discusses some of the big trends in ESG and impact investing – from data to definitions.
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.
Kipp Cummins, Head of EMEA Fixed Income, Dimensional Fund Advisors, explains the challenges of capturing ESG data in a fixed income environment.
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 and how organisations can make sure that regulati...
Maria Long, Research & Content Director, Standards Board For Alternative Investments, shares her views on the alternative asset classes best suited for ESG, how investors can avoid pitfalls, and ...
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.
Jessie Wilson, Professional Trustee at Dalriada Trustees, explores some of regulatory and data challenges trustees face when choosing their ESG goals.
Gaurav Aggarwal, Chief Commercial Officer, at Indus Valley Partners, explains how the initial hesitance to ESG in the US market is wearing off.
Sweta Chattopadhyay, Head of Investments – Europe, Moonfare, explains the difference between ESG embraced correctly in a fund’s operations – and those that are ticking boxes.
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...
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.
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...
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.
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.
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...
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...
Rob Balkema, Senior Director and Head of Multi-Asset North America, Russell Investments, explains how fund operators should look at multi-asset strategies.
Raghu Ramachandran, Head of Insurance Asset Channel, S&P Dow Jones Indices, explains how institutions can use ETFs.
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
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.
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...
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
Joseph Porterfield, Director of Tor Capital, discusses how fund operators can balance ESG investments with the need to maximise returns.
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.
In Clear Path Analysis’s recently released Fund Technology, Data & Operations, Europe 2022 report, industry leaders address issues around biodiversity
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 ...
Tom Wheatley, Chief Operating Officer at Watson Wheatley, examines the greatest challenges when it comes to new implementations and how these can be overcome
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
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
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 .
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...
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
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...
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
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
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 ...
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.
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...
Gilles Moëc, AXA Group Chief economist explores how investors can turn inflation into an opportunity rather than a risk
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
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.
Millennials and Generation Z are bringing big changes to the funds industry, from driving demand for sustainable investments to transforming the way we work.
Christina McCarthy, Global Head of Fund Administration at Maples Group, updates on European Facilities Agent Requirements.
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
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.
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
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
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...
Mark Gillan, 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
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 ...
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
Mark Hays, Director of Sustainable & Impact Investing at Glenmede explores how to overcome a lack of clear terminology and perceptions that managers are greenwashing.
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.
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...
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.
José Luis Jiménez, Group Chief Investment Officer at MAPFRE shares his top priorities for expanding investments and his strategies for overcoming operational challenges.
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...
How can asset managers overcome data and multi-asset class challenges to build resilience in the new world we live in?
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.
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
Barney Schauble, chairman of Nephila Climate, explains the key challenges faced when launching a climate solution for investors and how these were overcome.
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...
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
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
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 ...
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.
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...
Christina Schack, Head Data Governance, Operations & Projects at Vontobel explores the trick to getting outsourcing decisions right
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...
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 ...
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...
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
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
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...
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...
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
From market volatility to lockdown - three asset managers explain how their organisations have coped with the operational challenges of coronavirus
Professor Gianluca Pescaroli, talks through the steps organisations must take to ensure that their operations are truly resilient
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...
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
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...
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
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
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...
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...
Olivia Vinden, Director, Alpha Financial Markets Consulting, examines the seven major technological tools that are helping fund operators transform operations
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.
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
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
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
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...
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
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.
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
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
Three experts discuss the strategic principles that need to be in place to make the right decisions about outsourcing
Stacey Mullin Outhwaite, COO, EMEA, BlackRock explains why regulation, political change and low returns mean more fund managers are turning to multi-asset.
Stacey Mullin Outhwaite, COO, BlackRock discusses the three biggest forces driving change in the fund management operations industry
A panel of experts debate what role artificial intelligence and robotic processes automation has to play in fund operations
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
Get the recent popular stories straight into your inbox