Transfer agents are certainly living in interesting times. With increasing pressure to transform, re-engineer and improve service, now is the time to lay down a solid base to future-proof the TA business, enabling it to grow digitally and enhance its service to the investment fund industry.
Morningstar and Praemium have reached an agreement for Morningstar to acquire 100% of Praemium’s operations in the UK, Jersey, Hong Kong and Dubai, for a cash consideration of £35 million, subject to completion adjustments.
The rise in AI investing parallels a growing need to understand how computers make decisions, writes Lynn Strongin Dodds.
Greater connectivity through technology will spur on cross-border fund investment, says Calastone’s Edward Glyn, who discusses future trends in distribution based on a recent survey.
The Central Securities Depositories Regulation’s (CSDR) upcoming Settlement Discipline Regime (SDR) will impose new measures to prevent settlement failure such as cash penalties for failing and/or late matching trades.
Quotas are likely to be introduced within the next 10 years of ESG investing as the space continues to evolve, according to panellists on a recent webinar held by Funds Europe and Backstop Solutions Group.
Shortcomings in net asset value oversight are a risk to the industry, and heightened regulation is making proper oversight essential, experts on a recent Funds Europe webinar said.
Barings has launched its Global Technology fund to capture the opportunities from the increasing adoption of modern technologies.
There is a broadly equal split within the asset management industry as to whether the ongoing mergers and acquisitions among firms is good for the market, suggests a recently published survey.
In just a few years, the island has rapidly grown as a centre of excellence for the fund and asset management industry, according to a Funds Europe roundtable in association with the Cyprus Investment Funds Association.
