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.

From MiFID II to SM&CR: the big regulation hurdles facing firms

Anthony King, Chief Operating Officer at Charles Taylor Investment Management looks at the biggest regulatory shifts impacting insurance investors ...

Why the role of chief operating officer is becoming more strategic

Steven Seow, Director, Singapore Consulting examines how the role of COO differs for institutional and retail fund operators, and why it is becomin...

FCA view: How coronavirus is impacting the quest for operational resilience

Nick Miller, Head of Asset Management at the Financial Conduct Authority, gives an update on what the watchdog expects from firms when it comes to ...

"A leap into the unknown": how fund operators can plan for a post-pandemic world

Gerard Brown, Head of Investment Execution at Hesta, explains the biggest challenges Covid-19 poses for fund operators and the future lessons we ca...

Case study: how business continuity planning helped CDAM prepare for pandemic

George Chamberlain, chief operating officer at CDAM, explains how the company has responded to coronavirus and what challenges the pandemic may bri...

Case study: How Dragon Capital has adapted to cope with coronavirus

Ailsa Cuthbert, Associate Director, Marketing & Investor Relations at Dragon Capital explains how the company has adapted its people, processes and...

Operational resilience lessons from the coronavirus crisis

Fund Operator speaks to Mark Gillan, Head of Operations at AJ Bell about the steps his firm has taken toward operational resilience, the lessons th...

Seven new tools that are driving innovation in operations

Olivia Vinden, Director, Alpha Financial Markets Consulting, examines the seven major technological tools that are helping fund operators transform operations

How to integrate ESG data into a quantitative investment processes

Kathryn McDonald, Head of Sustainable Investing at Rosenberg Equities, AXA Investment Management explores the main challenges that fund operators f...
See all articles