Operations

Investment Operations

Eradicating siloed data must be a priority for investment managers

Organisations need to make sure data owners are equipped and empowered with tools and business processes to avoid disconnect between the governance function and the ability of data owners to actually adhere to their standards, experts have said.

Ben HurleyMarch 25, 2021

Investment Operations

Both sides need to change when partnering with technology firms

Asset owners concerned about the risks of engaging with fintechs need to not only have a strong due diligence process, but also be ready to collaborate and engage, and willing to change their own ways of doing things if necessary, an expert panel has said.

Ben HurleyMarch 24, 2021

Investment Operations

Blockchain could democratise infrastructure investments, says Northern Trust exec

Northern Trust's recent deal between with Singapore-based fintech BondEvalue, which allows the purchase of fractionalised blockchain-based bonds, is indicative of where tokenisation is headed, according to Pete Cherecwich.

Ben HurleyMarch 24, 2021

Operations

Pandemic sparks refresh, takes ‘noise’ out of fund operations

Despite the challenges brought about by the pandemic, investment operations executives reveal a number of “mindset shifts” have actually improved work processes by bringing innovation and forward thinking to the fore.

Tahn SharpeMarch 23, 2021

Investment Operations

Investment staffing ‘evolution’ taking place: Recruiters

The pandemic and a changing technology environment are rapidly shifting the recruitment landscape for investment management operations teams, according to financial services specialists in human resources.

Tahn SharpeMarch 15, 2021

Operations

Super statements ready for a shake up

It’s time trustees began exploring alternatives to paper-based or PDF statements and start converging static information with interactive functionality and personal advice in a customised app to give members an incentive to engage.

Richard WebbFebruary 8, 2021

Financial Advice

Super advice: Holding out for a hero

Members aren’t looking for holistic financial planning advice in the sense of a traditional six-step financial planning process - they are looking to solve practical and immediate problems, they are looking for decision support, and they’re looking to learn, but not necessarily be educated or taught.

Jason AndriessenOctober 26, 2020

Operations

Costs absorption being considered for smaller super fund mergers

Industry is consulting with APRA to address the cost of merging, particularly among smaller funds where the cost to merge is preclusive to tie-ups progressing, experts have raised during an ASI digital conference panel discussion.

Matthew SmithSeptember 17, 2020

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Operations

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