25th September 2023

Overcoming Operational Limitations in Business Expansion Report delves into the challenges and opportunities faced by asset management organizations that are going through a pivot to improve their delivery of service to stakeholders and the efficiency of their operational processes. Experts discuss how various departments across organizations are collaborating with one another, the types of technologies that are being implemented and the strategies behind the execution of their operational objectives.

25th September 2023

Produced in partnership with Aegon Asset Management, this report aims to help insurers understand how to find appropriate fixed-income opportunities for their portfolios. Through an exploration of capital reserve calculations and investment structures, you will learn how to uncover exciting opportunities and how the rise in interest rates has impacted the fixed-income market.

18th September 2023

Produced in partnership with Clarity AI the report explores ESG regulatory reporting and investment transparency, including the potential of FCA's Sustainability Disclosure Requirements as a blueprint for the future of the ESG industry. It also questions the adequacy of existing reporting structures and processes, and how sustainable investments can be defined for reporting purposes. Additionally, it examines the potential risks of regional regulatory approaches to global investors, and how technology can be utilized to improve sustainability reporting accuracy.

6th March 2023

This report, sponsored by Arcesium, features a whitepaper on data management strategies for asset manager – and why modern data platforms are must-haves – alongside a roundtable debate with senior leaders on the changing operations landscape, and an interview on data strategy execution.

13th February 2023

This report is produced following the annual Insurance Investor Live North America 2022 event, and brings together the insights from chief investment officers and portfolio managers representing insurers from across North America to discuss the methodology and strategy that their firms are taking to navigate these uncertain markets.

9th January 2023

Designed with the input of asset owners, Institutional Fixed Income Investor, North America 2023 report brings together the community of North American investment leaders and asset allocation experts at U.S. and Canadian based retirement funds and insurance groups.

12th December 2022

The importance of post-retirement decisions is especially critical today, especially with populations living well beyond projections made just a few decades ago. This report addresses the importance of the post-retirement drawdown phase and the ways in which plan sponsors are ensuring that their members are not left in the dark at the end of their working careers.

12th December 2022

The second annual Insurance Asset Management, DACH report, brings together the views of heads of investment, finance and treasury, plus heads of investment risk and operations at DACH based insurance groups. The report will explore through detailed white papers, insightful interview articles, and summaries of discussion based panel debates how those charged with maximising returns whilst carefully controlling investment risks are taking meaningful decisions to influence the outcome of portfolio returns on balance sheet and general account assets.

28th November 2022

The fourth annual Environmental, Social & Governance Investing, Europe 2022 report brings together the views of senior investment offices from European based pension funds, insurers, endowment, and foundation funds, to share their insights and drive forward practical approaches to ESG integration within investment portfolios.

31st October 2022

This special market study report, commissioned by Principal Asset Management SM, examines the emerging and established challenges and trends facing those charged with responsibility for insurers asset management activites. Conducted as a global study of in-depth interviews, the report will outline the views of European, North American, Central and South American, and Asian based insurers.

3rd October 2022

The pandemic forced a major pivot in the day-to-day operations for all investment management firms, with outsourcing and managed services coming to the forefront of operational strategy. This report features an in-depth discussion of the office model and which changes will remain permanent in the post-pandemic world. This includes the role of physical office space, as well as the IT infrastructure and security needed to support these changes.

21st July 2022

The fourth annual Environmental, Social & Governance Investing, North America 2022 report brings together the views of senior investment offices from U.S. and Canadian based pension funds, insurers, endowment, and foundation funds, to share their insights and drive forward practical approaches to ESG integration within investment portfolios.

27th June 2022

The Fund Technology, Data & Operations, North America 2022 Report is developed from the annual Fund Operator Summit, which aims to address key concerns related to data and fund management including the availability, quality, and maintenance of data. Our expert speakers provide innovative strategies and constructive debate on the current financial landscape.

13th June 2022

The sixth annual Investing in Private Markets, Europe 2022 report brings together leading asset allocators from across the spectrum of pension funds, insurance, and other institutional investment groups to explore the array of opportunities and challenges to advancing a private markets allocation mix. Through the engaging format, these senior asset allocators outline their views and discuss through roundtable debates the issues driving their thinking about where to allocate assets in the broad private markets sector.