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.
Operational risk is defined as the risk of losses stemming from inadequate or failed internal processes, people, and systems, or from external events. This also includes legal risk, which is prevalent in document intensive asset classes such as private debt. While studies have shown that operational risk accounts for 50% of failures, such failures are likely to be even higher for private debt, as it has the highest risk across private fund types and requires careful management to mitigate exposure.
The Securities Industry and Financial Markets Association (SIFMA), the Investment Company Institute (ICI), and The Depository Trust & Clearing Corporation (DTCC) last year published a report targeting the first half of 2024 to shorten the US securities settlement cycle from trade date plus 2 days (T+2) to trade date plus one day (T+1).
For emerging managers – any firm newly launching into the asset management market – choosing partners is a crucial exercise, and that includes the fund domicile. Elliot Refson, head of funds at Jersey Finance, expands on the issue and introduces Funds Europe’s emerging managers survey.
The Irish Limited Partnership rules increase Ireland’s attractiveness as a domicile for private assets and INDOS Financial (Ireland) Depositary Limited has picked up its first client.
Designed as a payment tool, cryptocurrencies have attracted the interest of asset managers as the promise of returns is so high, writes Laurent Marochini, head of innovation at Societe Generale Securities Services in Luxembourg.
Euroclear, MFEX and Greenomy are addressing sustainable finance challenges with innovative, scalable solutions.
An article for professional investors only by Kavitha Ramachandran, Head of Business Development & Client management (Continental Europe), Maitland.