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.

How to manage investment cycles with different goals

Sally Bridgeland, Chair And Non-Executive Director, Local Pensions Partnership Investments, discusses bridging the gap between investment cycles and ESG strategies.

Why active interaction with stakeholders is a gamechanger

Helmut Boisch, Chief Operations Officer at Dunham & Associates Investment Counsel, explores how interacting with stakeholders can bring some of the most valuable int...

Amundi is latest asset manager to join Article 9 downgrading trend

The trillion-dollar asset management company announces changes to their ESG fund qualification, echoing a recent downgrading trend amongst European...

How to overcome ESG reporting challenges for fund operators

Patricia Sharman, Trustee, KAS Bank UK Pension Scheme, explains procedures for effectively reporting on ESG matters without stretching resources.

How fund operators can tackle a fluctuating data management landscape

Arthur Melkonian, Chief Operating Officer, Equinox Partners, discusses how fund operators can remedy data silos, handle outsourcing, and approach r...

COP27 recap: implementation changes slow but inevitable for fund operators

After COP27, fund operators should take stock of the global involvement required to achieve net zero and shifting focus toward emerging markets.

Fund Operator Summit Europe: Trust building is key with ESG in fund management

We're dealing with an ESG trust gap and knowledge deficit, says Mark Manning, a Technical Specialist in Sustainable Finance and Stewardship.

New trends for fund operators in service consolidation

Simba Mamboininga, Managing Partner at Devlin Mambo LLP, discusses the post-pandemic trends in service consolidation that fund operators need to know when taking the...

Fund Operator Summit Europe - Day Three: Data will create change

Behavioural science is key to exploring the biases around the Great Resignation, and data is an agent of change, said HR leaders.
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