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.

Will further regulation continue the outflow from Article 8 and 9 funds?

The rebranding of funds continues as fears of SFDR changes drive more market movements. What will it mean for operations teams?

ESG fund outflow continues

Big outflow from the US from sustainable funds continues for a tenth consecutive quarter.

Greenwashing uncertainties still abound for institutional investors

A new report specifies that green finance administration and compliance burden still hinder efforts to embed practices.

Active managers see rises in 2024 amid a flat market

New report detailed the 2024 accounts for active managers across bonds and equities and shows some weaknesses especially around higher fees.

NZAM suspends activities after BlackRock departure

Industry grouping suspended all activities in mid-January following departures of big names from the organisation.

Utmost Life and Pensions confirms entrance to bulk purchase annuity market

The company is the latest to join the bulk purchase annuity market following other additions last year.

What are the challenges in investment performance reporting?

Ester McEwan, Chief Financial Officer of Funds, Bayview Asset Management, and Keith Brakebill, Senior Portfolio Manager, Investment Division, Russe...

How to address operational challenges around launching a private credit strategy

How can managers ensure their teams are optimised to manage asset inflow and growth objectives in the rapidly growing private credit sphere?

What were the top 10 most read Fund Operator articles in 2024?

Interviews, analysis, news, and more featured in the top 10 most read articles on Fund Operator this year. Which ones did you miss?
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