Innovation

How to Launch a UCITS

This playbook will help you understand the key elements of UCITS and the important considerations you’ll need to think about to establish a UCITS fund.

How to Establish a Securities Lending Program

As firms’ profit margins are under pressure from changing customer preferences, rising costs, and increasing regulatory requirements, securities lending can provide an additional source of revenue.

Understanding ETFs

This playbook highlights some of the unique aspects of the ETF market, along with the changes you may need to make to your operations in order to supports ETFs.

Understanding Interval Funds

Asset managers considering interval funds will want to ensure they understand the unique regulatory, operational, and servicing complexities around this structure.

What Does Active Management’s Future Hold?

Robert McKillop, Global Head of Product and Client Solutions at Standard Life Aberdeen, discusses what the future may hold for active managers.

Faster, Leaner, Stronger: Getting Asset Management Operations In-shape for the Next Decade

The disruption from COVID-19 may serve as a catalyst for asset managers to reevaluate their operating models.

Combating Collateral Drag

Understanding the opportunity cost of collateral

The Road to an Effective Collateral Management Program

Regulatory changes and technology’s ability to enable efficiency make it a critical time for firms to revisit optimizing their collateral management programs.

How to Launch a European ETF

This playbook will help you understand the dynamics of the European ETF market and the important considerations you should consider when establishing a European ETF

Moving Asset Management In-House?

Here are some of the things institutional investors should consider

Choosing Your Path to the Semi-Transparent ETF Age

Here’s what managers need to consider when embarking on their semi-transparent ETF journey.

The Data Challenge in ESG Investing

You can’t manage what you can’t measure.

The Struggle is Real

Asset managers are facing mounting fee pressure. What measures can they take to cope?

The Impact of a Merger on the Back Office

To ensure a successful merger, it’s important that functions and workflows are mapped to a defined future state.