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.
ESG fund flows show signs of recovery
Morningstar reports ESG fund recovery in Q2, with Europe driving gains and the US still retreating.
New research highlights further attractiveness of boutique asset managers
The “boutique premium” is real says new academic paper compounding previous reports on fund management.
How to manage business growth and efficiency
Industry experts give their views on complex topics around operations. Sara Benwell, Contributing Editor, Clear Path Analysis, delves into the themes they covered.
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.
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