Stephen Atkins, CFA Portfolio Strategist & Analyst and Peter Holt, Data Analyst, Polen Capital (Partner of iM Global Partner since 2015)
Heading into 2021, fund managers face a wealth of disclosure requirements, substance and delegation rules and sustainable finance reporting rules.
Trust is the foundation of any healthy relationship. A professional business-oriented relationship between various parties is no exception to this rule. Unfortunately, the harsh reality is that trust is not an explicit value and cannot be taken for granted.
Louis Larere, Portfolio Manager SRI, Zadig Asset Management (Partner with iM Global Partner since January 2020)
Brian Krawez, President of Scharf Investments (Partner of iM Global Partner since April 2019)
As the jurisdiction’s regulator seeks to revise the rules of its Private Investment Fund, Dr Andy Sloan, deputy CEO for strategy at Guernsey Finance, talks to Funds Europe about the developments.
The Schroders Institutional Investor Study has revealed that investors want a better understanding of sustainability terminology so as to avoid “greenwashers”.
Funds Europe talks to Clive Short, senior commercial director – fund services and James Morris, senior commercial director at TMF Group, about opportunities in 2021.
FundTech talks to Amundi Services’ Romain Sauvage and Gianluca Minieri about an increased demand for outsourced dealing among fund managers, driven by rising technology costs and the impact of Covid-19.
The role of fixed income in multi-asset portfolios is evolving with the unprecedented levels of market volatility we have seen this year, and it is hard to think of a better time to rethink fixed income.