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Oversight & Compliance: Getting the Complete Picture

Robust oversight and compliance are critical for business success and reputation management, whether you’re an Asset Manager, ManCo, Fund Administrator, or Depositary. As regulatory demands increase and cost pressures rise, it’s essential to find operational...

The race for a better EV battery

In this commentary from the Mackenzie Global Environmental Equity team, John Cook and Greg Payne take a deep dive into the EV battery industry and its structure to understand opportunities and challenges in the...

Back-office operations in fund administration take a technological leap forward

From intelligent automation to predictive data analytics, technology is helping firms increase efficiency, reduce operational risk, control costs, and achieve scalability, while adapting to new workplace dynamics. The asset management back-office services sector has undergone...

Diversity, Equity and Inclusion

Diversity is, in some quarters, the new “sustainability”, with many sectors of financial services vocalising support for a wide range of personal differences within their workforces. From International Women’s Day to Pride Week and Black...

The benefits of private equity replication

This paper from Mackenzie Investments develops and then analyzes an approach to creating liquid private equity. Historically, private equity has been an attractive investment vehicle, generally outperforming stock market indices by 2-3% per year...

Data management optimisation for buy-side companies

For the past two decades or so, digitalisation has been a both unstoppable and exponential trend across the entire financial industry, which has consequently led to a dramatic increase in data production and needs...

Investor Portfolio Alignment with the Paris Agreement

The Paris Agreement's long-term temperature goal is to keep the increase in global average temperature to well below 2°C above pre-industrial levels. Under this agreement, each country must plan and report on their climate...

Discern and diversify – Asian bonds increasingly sought for better diversification

Eastspring Investments is one of the largest fixed income managers in Asia. Throughout its 20-plus years of investing in Asia, Eastspring has provided its clients with customised investment solutions amid the significant increase in...

The future of distribution (Part 2)

Digital technology is increasingly important to fund managers, including in the area of fund distribution. Funds Europe, in partnership with Calastone, surveyed fund houses for insight into their needs in the years ahead. In Part 2...

The future of distribution (Part 1)

Digital technology is increasingly important to fund managers, including in the area of fund distribution. Funds Europe, in partnership with Calastone, surveyed fund houses for insight into their needs in the years ahead. The rise of...

Charting the economic impact of climate change

The economic and physical impact of global warming is becoming clearer year by year. Governments worldwide are taking the threat seriously, proposing and implementing a range of policies that aim to limit carbon emissions and...

The Volatility of Unlisted Infrastructure Investments

Valuation drivers and trends, 2000-2021 The volatility of infrastructure equity investments is the risk which investors take to receive a reward for holding such assets. A robust measure of this risk and its drivers is...

Impact of COVID-19 on global real estate

Investment in residential real estate, along with property prices, typically rise and fall in correlation with economic growth and contraction, according to the economist Edward Leamer in his 2007 research paper, Housing is the...

How Leadership in the Funds Industry Needs to Change

Leadership behaviours in the Funds Industry needs to change now! Covid-19 has uncovered that individuals demand more from work than stability and security. They want connection, empowerment, trust and work-life balance. The funds industry is starting...

The Evolution of Fund Regulatory Reporting

Post-financial crisis, EU regulators hastily introduced a slew of new requirements and reporting obligations for asset management companies. Some of these new rules have created enormous challenges for the industry at a time when...

From Niche to Norm – The Accelerated Adoption of Front Office Outsourcing

As COVID-19 compounds pressures and overturns assumptions, managers are considering outsourcing their trading desk as a potential solution Download now »

China Report Autumn 2020 *Early Access Edition*

With asset owner, manager, service provider and consultant views, this report takes a 360-degree approach in considering the various investment opportunities and challenges in mainland China as it continues to build on the major...

Making Waves – The Power of Private Capital

Private funds can drive the next wave of sustainable finance. Tim Hames outlines some of the key learnings from Guernsey’s 2020 Sustainable Finance Week. Find out more »

Assessment of Value reporting: What it means for Authorised Fund Managers

The question of ‘value’ has long been one which has dogged the investment industry. While for most investors, the performance of their portfolios and investments will remain their ultimate consideration, other factors are becoming...

Managing Assets Across the Globe: Rethinking Your Operating Model

As industry pressures grow, how can investment managers continue to deliver value – and achieve Operational Alpha®? Find out here »

Active portfolios start with indexing

Through BlackRock Portfolio Analysis and Solutions’ (BPAS) interactions with clients, successful investors stand out because of their higher index adoption, higher adoption of illiquid and ‘real’ alpha-seeking strategies, and deliberate approach to blending these...

Three habits of highly effective ‘active’ investors

The transformation of the asset management and wealth industry is causing profound changes to portfolio construction practices. BlackRock’s Portfolio Analysis and Solutions (BPAS) team identify three major shifts in habits that are starting to...

A new phase of outsourcing: transformational times for asset management?

As the industry addresses these challenges and opportunities, asset managers are increasingly outsourcing their non-core functions – in what is effectively a ‘third wave’ of outsourcing.  Read more »

What’s next for tax-transparent funds?

Since their introduction to the marketplace over 15 years ago, European tax‐transparent funds have been constantly evolving. Today, they are sophisticated and highly‐relevant vehicles for investment managers and asset owners who need to mitigate...

Innovative Solutions for the ETF Market

A research paper analysing post-trading fragmentation issues, and flexible solutions to improve process efficiencies in light of T2S and the internationalisation of markets.