Strategy

In a rapidly evolving industry, robust operational strategies are required to manage growth, consolidation, change, and business evolution. This section covers the subjects and issues fund operations leaders are exploring and coming up against, including business and fund structures, operational policies, fund distribution, and the bridge between business plans and operational execution.

Case study: How Glenmede has created a sustainable and impact investing taxonomy to overcome ESG challenges

Mark Hays, Director of Sustainable & Impact Investing at Glenmede explores how to overcome a lack of clear terminolog...

Case study: How Earth Capital is overcoming the main challenges of sustainability reporting

Neil Brown, Chief Risk Officer at Earth Capital, explains how the firm has developed its own, innovative tool to make...

Case study: How Origin Asset Management manages outsourcing risks amid cost pressures

Nishil Patel, Chief Operating Officer at Origin Asset Management discusses how to decide which risks to outsource, th...

Case study: How to use reinsurance hedging solutions to guarantee a more successful fund launch

Karl Andersen, Managing Partner and CEO at AV Group, discusses the challenges of launching a new fund during a pandem...

Case study: How MAPFRE GROUP is developing its investment capabilities

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

Case study: Why moving to the cloud meant CG Asset Management could improve its security and continuity planning

Chris Taylor, Chief Operating Officer at CG Asset Management, explains why the firm decided to move IT operations to ...

New reality, new lessons: how the sharp are sharpening their operating model

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

Beyond Covid - how one firm is preparing for the workplace of the future

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

Why ESG must be more than just a marketing ploy

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 le...
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