White papers

CAMRADATA | Nov 30, 2022

Diversity & Inclusion WhitepaperDiversity 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 History Month, some of the biggest names in asset management now spend thousands outwardly marketing how they understand the wide range of experiences brought into their offices each day.

Mackenzie Investments | Oct 24, 2022

Mackenzie_PE_Replication_WhitepaperThis 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 over the past 20 years. It also has relatively low correlation with stock indices, thereby offering attractive diversification to investors already invested in stocks and has significantly lower volatility than the stock market, particularly during stock market crashes.

SGSS | Jan 12, 2022

SGSS_data_management_white_paperFor 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 across the entire investment management value chain. Data management has therefore become a critical and strategic focus for buy-side companies, that need to build up their data management set-up if they are to operate efficiently and transparently.

S&P Global | Nov 19, 2021

S&P Global whitepaper coverThe 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 change mitigation actions. Institutional investors (insurance companies, pension funds, sovereign funds, banks, asset managers) are now increasingly looking to align their strategies with the Paris Agreement. They also want to assess and report on portfolio alignment in practical terms.

Eastspring Investments | Oct 28, 2021

Eastspring_Whitepaper_Survey_coverEastspring 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 breadth and depth of both the local and foreign currency denominated Asian bond markets. While Asian bonds have developed into an important and established asset class, Eastspring believes the markets are still under-researched and offer many compelling opportunities which skilled managers can exploit.

Calastone | Oct 27, 2021

The future of distribution part 2Digital 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 of the research paper we ask asset managers where they would be investing to build tech capability in distribution. We see that much investment currently centres on data collection and client reporting technology.

Calastone | Oct 19, 2021

The future of distribution part 1Digital 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 cryptocurrencies such as bitcoin in the public imagination is paralleled in the funds industry, where an appreciation of how digital assets offer the potential to increase distribution ability is growing.

Macrobond Financial | May 26, 2021

Macrobond_Climate_Change_White_PaperThe 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 promote a more sustainable way to live and work.

As temperatures continue to rise, more pressure will be placed on everyone, particularly investors and other financial professionals, to factor climate change into their decision-making.


Upcoming webinar

Funds Europe and Jersey Finance webinar – Women in Alternative Investments
During this webinar, our panel will share insights relating to their careers and experiences, explore the trends they are seeing within the alternative investment industry and have thought-provoking discussions on the hot topics around the gender component of diversity, equity and inclusion (DEI).
Register now »