transfer agency

May 25, 2016


Contents MAY change: we aim to post month-by-month updates here a month before publication.
Please email us if you would like to receive our monthly Editorial Synopses on a regular basis.

Issue 133 - February 2015

Roundtable: Emerging markets
Features: Multi-asset, asset...

Apr 15, 2016

Alternative funds are increasingly en vogue with institutional investors thanks to tighter regulation and greater oversight. Nicholas Pratt looks at how fund administrators are adjusting.

Feb 12, 2016

Race horsesOutsourcing providers are ramping up their offerings but take-up among large managers is still rare. Nicholas Pratt asks if all the competition will be in vain.

Feb 12, 2016

Colin WilsonAsset managers and distributors, like other operators in the service industry, are in the business of creating a shared value in the relationships they establish with their customers and there is an increasing understanding of the role of digital technology as a means of achieving this. 

Dec 23, 2015

Nicholas Pratt examines whether the service providers will be able to keep up with the demand for liquid alternatives.

Liquid alternative funds, a tag for regulated alternative funds that includes alternative Ucits and alternative investment vehicles, are divisive instruments. Perhaps it should be expected of a tag that suggests investors can get the best of both worlds – the reassuring liquidity of mutual funds and the racy returns of alternative asset classes that are sometimes illiquid.

What cannot be denied is the...

Dec 23, 2015

Alan Dundon and Gautier Despret of Alter Domus give their opinion on Luxembourg’s newest innovative investment vehicle. 

There has been much talk and excitement in the Luxembourg marketplace in recent months with the anticipated launch of the Reserved Alternative Investment Fund (Raif), managed by an authorised alternative investment fund manager (AIFM), moving quickly from idea to reality. 

This culminated on November 27, 2015, with the adoption of the Raif Bill of Law by the Luxembourg government, and the expected...

Nov 23, 2015

Handshake contractFullgoal Asset Management has appointed Deutsche Bank as custodian and service provider for one of the first Ucits fixed income funds to have a renminbi quota.

Nov 06, 2015

Kid planeAs the barrage of new regulations keeps coming, asset servicers must innovate to stay competitive, finds David Stevenson.

Nov 06, 2015

TechnologyA new working group intends to bring automation to the alternative funds market. But why should this plan be successful, asks Nicholas Pratt, when others have failed?

Oct 16, 2015

Process automationTechnology is at the heart of the Sibos conference and has the power to transform the funds industry. But are firms throwing their weight behind automation? What use can they make of ‘big data’? We asked a number of experts.


Executive Interviews

INTERVIEW: Put your money where your mouth is

Jun 10, 2016

At Kempen Capital Management, they believe portfolio managers should invest in their own funds. David Stevenson talks to Lars Dijkstra, CIO of the €42 billion manager.

EXECUTIVE INTERVIEW: ‘Volatility is the name of the game’

May 13, 2016

Axa Investment Managers chief executive officer, Andrea Rossi, talks to David Stevenson about bringing all his firm’s subsidiaries under one name and the opportunities that a difficult market...


ROUNDTABLE: Beyond the hype

Oct 13, 2016

The use of smart beta investing continues to grow. Our panel, made up of both providers and users, discusses what the strategy actually means, how it should be used and the kind of pitfalls that may arise when using this innovative investment technique.

MIFID II ROUNDTABLE: Following the direction of travel

Sep 07, 2016

Fund management firms Aberdeen and HSBC Global meet with specialist providers to speak about how the industry is evolving towards MiFID II.