Fund Strategy

Latest White Papers

Investor Portfolio Alignment with the Paris Agreement

S&P Global Sustainable1 Trucost’s approach to investor portfolio alignment assesses individual corporate decarbonization rates against those required to achieve the goals of the Paris Agreement, and combines them into a portfolio-level assessment of alignment.

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Discern and diversify – Asian bonds increasingly sought for better diversification

This Eastspring Asian Fixed Income whitepaper sheds light on investor attitudes towards the Asian fixed income market and is based on a comprehensive quantitative and qualitative survey of close to 200 institutional and wholesale investors in Asia, Europe and North America.

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Jersey roundtable: The resilience factor

Our expert Jersey-based fund management roundtable explores what has kept the jurisdiction in vogue and what must be done to maintain its status as a leading financial hub.

FundForum preview: Thinking ahead

In the run-up to FundForum International in October, we ask industry actors about conference-related topics, including digitisation and the extension of private equity investing to retail clients.

ESG and the data challenge

Data has become a primary driver of technology development for asset management. Over the past few years, there has been the realisation among market participants that data is no longer an outcome but a valuable commodity in its own right.

Regulatory pressure

Regulatory pressure for NAV oversight has been evident for some time. A 2013 Thematic Review by the UK’s Financial Conduct Authority (FCA) called for better monitoring of firms’ outsourced processes, which included NAV calculation.

Multi-asset fixed income: A bounty of assets

Flexible fixed income funds have found favour in the past decade of low yields. Tanya Ashreena speaks to fund managers about active approaches by some of these funds to market volatility during the Covid pandemic.

From corporate reform to system reform

Aviva-IPCF-WBA How investors can reform markets and help combat climate change

Transforming the Investment Lifecycle: The Future is Digital

Digital_asset Digital assets will profoundly transform the financial ecosystem. Industry participants, institutional investors and asset managers will soon experience those changes and need...

The $2.5 trillion window for diversification and opportunity

John_Cook_and_Greg_Payne An aversion to hype and commitment to value continue to drive performance at a pioneering environmental thematic manager.

Data: A key stake in execution performance

Data Over the past decade, access to liquidity - and therefore execution performance - for asset managers has become increasingly complex. Data is at the heart of this transformation.

Are you being microserved?

As asset managers grapple with new digital technology, FundsTech talks to Calastone’s Adam Belding about the importance of software architecture and the benefits...

Chinese Bonds: Yields, credit quality are too strong to ignore

Chinese_Parliament Investors with the right strategic approach can benefit from the breadth of high-quality Chinese bonds. BlackRock and FTSE Russell analyse some of the key...

PRIIPs and SFDR: Plan, Prepare and Partner for 1st July 2022

Sarwal_and_Gadd The volume and complexity of regulatory reporting has increased exponentially since the 2008 financial crisis, causing significant challenges...

Don’t leave money on the table

Steve_Cirami Class action lawsuits are no longer just a US phenomenon. Steve Cirami, of Broadridge Financial Solutions, explains that they are a global legal trend enabling...

Executive Interviews

Executive interview: Where the ESG flowers should bloom

David Hunt (pictured below), president and chief executive of PGIM, tells Romil Patel about leading a top-ten global asset manager through a remarkable era of change.

Tech interview: Rise of the robo-adviser

Funds Europe talks to Nutmeg’s CTO, Matt Gatrell, about the role of technology in its online offering.

Roundtables & Panels

China roundtable: ESG opens new doors for diversification

China’s capital markets have experienced considerable change. Equities in certain sectors have come under regulatory pressure, while China bonds are gaining greater index acceptance. All this coincides with China setting ambitious carbon-neutral targets for itself. Our panel explores the...

Investment trusts roundtable: A new lease of life

Investment trusts have been around for more than 150 years, but some of their attractions became more apparent in the pandemic. Our expert panel discussed the virtues of such products and how they can be communicated to investors.