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.

COO view: How to choose the right solutions and onboard them successfully

Chris Taylor, Chief Operations Officer, CG Asset Management, explores how fund operators can choose between many best of breed solutions vs. all in...

How fund operators can learn from the drive for transparency

Changing industry norms, driven by trends and a desire for more openness in operations, could be an unexpected opportunity for new business, says F...

How to successfully decide on ESG investment priorities

Nicholas Wheeler, Chairman of Trustees at the Volvo Group UK Pension Schemes, explores the role of regulation when it comes to deciding on ESG priorities and some of...

How standardisation can help fund operators with custodians

Chris Dobson, Middle Office Manager, IMPAX AM, explains the need for standardisation with large numbers of custodians and legacy clients, and how t...

How fund operators can manage expectations around asset diversification

Rob Balkema, Senior Director and Head of Multi-Asset North America, Russell Investments, explains how multi-asset solutions work at the overall lev...

Moving beyond the ‘E’ – how fund operators can invest for social impact

Sally Bridgeland, Chair And Non-Executive Director, Local Pensions Partnership Investments, examines how the “spectrum of capital“ can help with im...

Overcoming barriers to modernising operations

Sohel Hussain, Director of Investment Operations at the Meyer Memorial Trust, explores why institutional investors have lagged in the modernisation of their operatio...

The pros and cons of multi-asset strategies

Rob Balkema, Senior Director and Head of Multi-Asset North America, Russell Investments, explains how fund operators should look at multi-asset strategies.

Harnessing the potential of index-based strategies to manage risk and liquidity in institutional portfolios

Raghu Ramachandran, Head of Insurance Asset Channel, S&P Dow Jones Indices, explains how institutions can use ETFs.
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