operations

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

Governance

Deconstructing the highly embarrassing Wirecard affair

The collapse of one of Germany’s darling tech companies highlights the failure of self-regulation by auditors and the need for investors to heed the signs of accounting fraud by a whistleblower.

Alex WiseJuly 15, 2020

Investment strategy

FSS, HSBC partnership proves IP transfer goes both ways

The First State Super and HSBC Global Asset Management collaboration establishes a new partnership model that encompasses research capabilities, intellectual property transfer, systems, technology and people.

Ben HurleyJune 4, 2020

Custody

A standard for trust

Unlisted unit trusts are hindered by a lack of uniformity in industry practice. The Australian Custodial Services Association is taking a look.

Rachel AlembakisMarch 6, 2019

Investment Operations Conference

Northern Trust, J.P. Morgan, State Street win custody awards

The ACSA Awards salute voluntary efforts in support of its mission by women and men across the industry.

Elizabeth FryFebruary 27, 2019

CMSF

It’s getting harder to give members what they want

CareSuper general manager operations Rachel Reynolds talks about how her team are responding to the pressure to deliver maximum efficiency at minimum cost.

Sally RoseMarch 16, 2017

Investment Strategy

Bryan Gray’s flexibility at JPMorgan

Bryan Gray, in charge of JPMorgan’s custody sales and customer relationships in Australia and New Zealand, has three women working flexible hours for him as relationship managers. By lore, relationship managers are on call 24 hours a day, seven days a week. But Gray seems remarkably liberal about working hours. “They have great relationships with […]

I & T NewsJune 8, 2012