Administration

Administrative functions underpin the success of fund groups operations, with a requirement to constantly review, monitor and adjust to market and internal demands. Here we provide the latest views from leading operators in administrative roles on asset servicing, technology, data, compliance, and strategy.

Why fund operators need to back test more frequently

Matthew Stiling, Senior Operational Due Diligence Analyst, Investcorp-Tages, discusses best practices for fair valuations, proprietary models, and enhancing data int...

Anti-greenwashing rules seeing market changes

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

ESMA announces naming standardisation guidelines for funds

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

FCA publishes greenwashing guidance

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

Will H2 2024 see investment management M&A boost?

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

Scope 3 remains unpopular with US asset managers

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

ESG rating providers in EU to be regulated

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

SBAI releases GHG frameworks

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

‘Ever-widening difference’ on ESG undertakings in US/Europe

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