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.

FCA proposes new changes to ESG ratings

UK financial watchdog lays out plans for ESG ratings standards to encourage transparency and good governance.

GBAM: Moving on from current ESG practices to new resilience will be key for asset managers

ESG is dead, long live ESG? GBAM members discuss the future of ESG and resilience in an era of changing investment no...

How can you manage private markets operations in the real estate sector?

Beth Zayicek, Chief Operating Officer, Citymark Capital, discusses how to move with the evolving private markets sphere in the post-pandemic real e...

How to achieve cohesive decision-making within investment operating models

Maria Long, Partner, ORC, discusses the importance of enhancing operating models to combat ineffective decision-making within investment teams at i...

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.
See all articles