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.

What is the key to long-lasting private client relationships?

Manish Sarwal, Deputy Head of Finance at Impax Management, discusses how to achieve longevity in fund operations with clients.

FUND OPERATOR PODCAST 1.3: Scottish Widow's Maria Nazarova-Doyle

Maria Nazarova-Doyle, Head of Pension Investments and Responsible Investments, Scottish Widows, discusses ESG in the investment sector – her 2023 o...

How investors can insulate their portfolios from shocks

Martin Collins, Trustee Director, 2020 Trustees, explains how investors can insulate portfolios from external drivers including inflation, fee pressures, and geopoli...

Megatrends and public debt: an extinction of safe assets?

Xavier Debrun, member of the European Fiscal Board, discusses megatrends in public debt investing and the question of a mass extinction of safe assets.

Which asset classes are the best for investors in 2023?

Chris Palmer, Head of Illiquid Assets Origination, Phoenix Group, discusses which asset classes and investment structures represent the best investment opportunity i...

How fund operators can monitor cybersecurity issues effectively

Eric Vermulm, Chief Operating Officer and Chief Investment Officer at Allied Investment Advisors, discusses cybersecurity for the investment and fu...

Defined contribution pension scheme challenges in private markets

Andrew Warwick-Thompson, Chair of Trustees, Scottish Widows Master Trust, explains the current challenges and opportunities for defined contributio...

2023 outlook: what continued inflation means for fund operators

Heading into 2023, industry leaders predict continued macroeconomic volatility, rising inflation, and reliance on fixed income in the US and Europe...

Cryptocurrency demand means growing pains for fund operators

Client demand for digital assets currently outpaces legal and operational infrastructure.
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