With the growing number of global collective redress mechanisms for investors to recoup investment losses, participation in non-US-litigation actions requires specific considerations, making it important for investors to have the full picture before they make a decision.
Anand Ramachandran, Vice President, Global Head of Solutions, Richard Clarkson, Head of Solutions, Funds and Swapnil Joshi, Senior Strategy Manager from Oracle Financial Services Global Business Unit discuss changes occurring in the area of investor servicing and transfer agency, as clients increasingly seek out scalability, simplicity and speed.
Technology can help improve productivity and free asset management talent for wider client-focused roles. However, firms must change their culture to keep pace with ever-changing modes of operation.
This year’s market volatility and macro shocks have raised a challenge to the thematic investing boom, but also offer a chance to reappraise the benefits of the investment approach. Overall, the funds continue to attract net inflows as investors seek alternatives to traditional sector-based portfolios in their search for long-term outperformance.
Investment funds are very liquid products by design, so why look at their tokenization? Paolo Brignardello of FundsDLT considers the true benefits of tokenizing funds.
As regulatory demands proliferate, fund and asset managers are finding that reporting on everything from sustainability to technical standards is a growing burden on their time and resources. Legal firm Zeidler Group believes digital services are the solution.
As the UK DC market continues to grow at pace, challenges are emerging for both members and schemes: consumers’ life expectancy is growing, squeezing schemes’ durability; retirement confidence is being rocked by economic shocks; and the ongoing transition away from Defined Benefit (DB) schemes is increasingly placing onus on individuals to save for retirement.
Deep Pool Financial Solutions’ Roger Woolman explains how fund managers and administrators are increasingly using digital investment services to keep pace with evolving investor demands.
The market volatility and macroeconomic disruptions of 2022 have raised a challenge to the thematic investing boom, but also offer a chance to reappraise the benefits of the investment approach.
In today’s globalised investment environment, fund managers can more accurately target their investor bases by establishing funds across borders. Establishing a cross-border fund also allows managers to select the specific jurisdiction that offers the most advantageous setting for their particular investment approach, taking into consideration proximity to market, specialism in particular sectors and available fund structures.
