Fund Strategy

Roundtable: The valuable Irish passport

A new partnership structure will boost the attraction of Irish real and private asset funds internationally, closing a gap with Luxembourg. Our panel of Ireland fund experts talks about this, plus anti-money laundering and CP86.

Cybersecurity: The next financial crisis could be cyber

Cyber criminals can spend months inside a financial firm’s systems, diverting money. As Alex Rolandi reports, this is a concern to all funds industry actors, from custodians to private equity firms.

Emerging markets roundtable: An uneven recovery

Our expert panel discusses what the uneven recovery across emerging markets means for investors, whether there is a crisis looming, China as an asset class, ESG challenges and more. Chaired by Alex Rolandi.

Roundtable: Understanding context to make sense of ESG data

Pension funds, asset managers and servicers discuss the lack of interesting sustainable investment opportunities, the SFDR’s impact on UK investors and managers, and why contextualising data is key. Chaired by Romil Patel.

Emerging markets: A story that still has substance

Emerging economies were seen as one of the most promising markets for investors, yet they have struggled for a decade. Their success in confronting Covid-19 could now put them back in the limelight, finds Tanya Ashreena.

Data and blockchain: the keys to growth in fund distribution

Paolo_Brignardello Investment fund actors want to see vast improvements in the quality and volume of data unavailable to them today. By using a cross-boundary DLT infrastructure, their...

Action now! Accelerating litigation to meet climate targets

Thomas_Tayler A landmark legal ruling in the Hague has ordered Royal Dutch Shell to move faster to bring its emissions in line with the Paris Agreement on climate. Thomas Tayler, a trained lawyer...

Three things investors need to know about ESG data collection

Omri_Orgad The number of investors and corporations adopting environmental, societal, and corporate governance (ESG) data collection strategies has risen significantly in recent years.

A new outsourcing model is helping buy-side rise above competition

Leonard_Ollier The increasingly complex marketplace is pressuring asset managers to reduce costs and improve efficiencies. Léonard Ollier of Societe Generale Securities Services (SGSS) explains...

Driving a digital transformation

Simon_Keefe Funds Europe talks to Calastone’s Simon Keefe about asset managers’ digital transformation journeys and how their service providers can support them.

Executive Interviews

Interview: Fisch AM - “A special kind of animal”

Juerg Sturzenegger, chief executive officer of Fisch Asset Management, talks to Alex Rolandi about the challenges of the pandemic, the pros and cons of being a niche player – and how the remote...

Executive interview: Nicolas Moreau’s orderly transition

Nicolas Moreau, CEO of HSBC Asset Management, is moving to Asia as the firm looks to connect more directly with the region’s growth story. ESG is also a key focus – including the ‘just’ carbon...

Roundtables & Panels

Emerging markets roundtable: An uneven recovery

Roundtable: Understanding context to make sense of ESG data

FCA warns asset managers on poor ESG fund launch applications

UK watchdog the Financial Conduct Authority (FCA) has warned fund managers that their “poor quality” ESG fund applications may impact consumers and that the regulator is looking for improvement.

Fiduciary managers not incorporating ESG risks, study finds

Most fiduciary managers do not incorporate ESG risks into investments properly, despite trustees’ support for ESG’s usage in making investment decisions, research suggests.

FCA seeks to change ‘Priips’ rules on performance reporting

The UK financial regulator said it would bring more clarity to investors about the future performance of investment products that are currently designed to comply with the EU’s ‘Priips’ rules.