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 SECOR used communication and co-ordination to overcome time pressures and launch a new hedged equity fund

Andrew Bang, Client Services, at SECOR examines the challenges the firm faced launching a new product on an abbreviat...

Case study: moving to a hosted solution – maintaining operational control and reducing total cost of ownership

Asset owners, such as pension funds and insurers, face a plethora of challenges in today’s (post)-pandemic environmen...

How to successfully provide access to patient capital for retail investors

Mark Gillian, Chief Operating Officer at AJ Bell, explores how retail access to illiquidity premium can be risk managed, deliverable operationally ...

Asset management report highlights quiet revolution in attitudes to oversight and contingent NAV capabilities

Milestone Group consulted a group of North American and European based asset managers who outsource their fund accoun...

COO view: The biggest macro trends impacting strategic operations

Mike Tumilty, Global Chief Operating Officer at Standard Life Aberdeen explains how downward fee pressures, regulatory focus on operational resilie...

Case study: How Glenmede has created a sustainable and impact investing taxonomy to overcome ESG challenges

Mark Hays, Director of Sustainable & Impact Investing at Glenmede explores how to overcome a lack of clear terminolog...

Case study: How Earth Capital is overcoming the main challenges of sustainability reporting

Neil Brown, Chief Risk Officer at Earth Capital, explains how the firm has developed its own, innovative tool to make...

Case study: How Origin Asset Management manages outsourcing risks amid cost pressures

Nishil Patel, Chief Operating Officer at Origin Asset Management discusses how to decide which risks to outsource, th...

Case study: How to use reinsurance hedging solutions to guarantee a more successful fund launch

Karl Andersen, Managing Partner and CEO at AV Group, discusses the challenges of launching a new fund during a pandem...
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