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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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ETF roundtable: A revolution in wealth creation

As a new generation of young investors emerges, our expert panel discusses how ETFs could help drive radical changes in wealth creation. Plus: the future of crypto, ESG issues and more.

Luxembourg talking heads: Regulatory responsibilities

Ahead of ALFI’s Global Distribution Conference in September, we ask industry experts about the importance of harmonisation, future challenges, and whether AIFs sold in multiple countries should be the responsibility of one regulator.

Asset servicing roundtable: “We take AML very seriously”

Our expert asset servicing panel defends Luxembourg over a recent investigation into the Grand Duchy’s anti-money laundering framework,saying the country has pioneered openness. Plus, we talk about the evolution of technology and consider the review of AIFMD.

Digital assets: The crypto conflation

In a Funds Europe webinar, experts including the Luxembourg funds regulator discussed how to advance crypto and digital assets’ entry into the mainstream.

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.

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...

From corporate reform to system reform

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

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.

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