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.

The increased criticality of fund allocations

Kevin Mahn, President and Chief Investment Officer at Hennion & Walsh Asset Management explores the impacts of national inflation and under-allocation of internation...

How to integrate ESG considerations into private markets

Matt Simms, Trustee Director and Chair of the Investment Implementation Committee, Hermes Group Pension, shares how he evaluates ESG managers and philosophies in pri...

Investor view: How asset owners are thinking about ESG monitoring

Catherine Chen, Responsible Investment Manager at Royal London, explores the key challenges when it comes to evaluating and monitoring ESG managers...

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...

How Northern Trust created a new front-office solution for asset owners

Melanie Pickett, Head of Front Office Solutions at Northern Trust describes how Northern Trust used client collaboration and data innovation to hel...

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, Head of Product at AJ Bell, explores how retail access to illiquidity premium can be risk managed, deliverable operationally and work...

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...
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