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...
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...
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 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...
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...
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...
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...
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...
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...
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...
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...
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...
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...
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...
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...
As COVID-19 compounds pressures and overturns assumptions, managers are considering outsourcing their trading desk as a potential solution
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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...
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.
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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...
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...
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...
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.
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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...
A research paper analysing post-trading fragmentation issues, and flexible solutions to improve process efficiencies in light of T2S and the internationalisation of markets.
