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Trends in Environmental, Social, and Governance InvestingPost the financial crisis of 2008, demand for greater transparency and closer investment monitoring has driven the sophistication of risk management and compliance programs. One area that has seen a growing focus is the screening of investments for sensitive issues; otherwise known as Socially Responsible Investing (SRI) or Environmental, Social, and Governance (ESG) screening. Fund Sponsors, recognizing that societal concerns are impacting investment decisions, are adopting ethical considerations within the investment management process in implementing SRI/ESG and risk mitigation strategies. Authors: Greg Stewart, Scott Berard, Ed Fruscella
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The Business of Investing at U.S. Endowments and FoundationsEndowments and foundations plunged into alternative investing five to seven years ago, and are now working to sort out complex issues related to performance measurement, accounting and transparency in their investments. Custodians are the natural service providers to assist endowments and foundations with this challenge, although the trend towards using external managers has left endowments and foundations with insufficient assets at their custodians to pay for the services they require. How endowments, foundations and their service providers meet the challenge of performance measurement in a time of scarce resources is an open question.
In collaboration with: Finadium LLC |
The Renewed Appeal of Pension PoolsReprinted with the permission of Berlinguer Ltd Until recently, it looked like pension fund pooling had fizzled into insignificance even before it had managed to enjoy prime days. However, it did not fade away at all and pension pooling looks to have become more popular among multinationals than ever before. Author: Kerry White
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VIDEO: New Dynamics - The Changing Landscape for Asset Servicing in EMEAHani Kablawi, Head of Asset Servicing for Europe, Middle East and Africa explores the key priorities for institutional investors as they seek to grow and transform their businesses in today's challenging and evolving environment. Author: Hani Kablawi
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AIFMD and the Impact on Investment TrustsThe Alternative Investment Fund Managers Directive (AIFMD) looms among an avalanche of financial services regulation facing the alternative investment funds industry. Fund managers will need to consider the consequences of the AIFMD's requirements and how these fit within their existing organisational and operating structures. Investment trusts have already begun detailed analysis of the impact on their business and operational models. Business: Asset Servicing
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Impending Regulatory Changes for the Investment Trust IndustryThe Alternative Investment Funds Managers Directive (AIFMD) will bring a wide range of currently unregulated funds into the regulatory framework of the European Union. Learn more about the main provisions of the directive. Business: Asset Servicing
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The Changing Investor Communications Environment Demands More Advanced Electronic SolutionsWhen computers and printers first became available to the masses, there was a dramatic increase in the volume of printed paper. With the recent push to be Green and the diminishing margins of the financial services industry, the focus has shifted to electronic delivery of investor communications. Peter Tenggren of BNY Mellon discusses how firms need complete digital communications solutions and innovation in personalized multi-channel business communications to service modern investors. Author: Peter Tenggren
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The Continued Evolution of Technology and Process in a Subaccounting WorldBroker-dealers seeking greater efficiencies have fueled the trend to Subaccounting over the last 10 years, but it is its growth in the past four years that has cemented the process as an industry standard. Author: Elisa Colkitt
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Middle-Office and Back-Office Outsourcing: Successful Lift Outs or Co-sourcing Arrangements Hold Promise for Japanese Asset Management FirmsIn this paper the Nomura Research Institute and BNY Mellon discuss global and Japanese outsourcing trends, the labor tradition challenges that outsourcing providers face in Japan, co-sourcing as a potential outsourcing model, and a successful lift out at an asset management firm, which demonstrates how providers can overcome these challenges when working with Japanese asset management firms.
In collaboration with: Nomura Research Institute |
Luxembourg Aligns Specialised Investment Funds Law with AIFMDOn 6 March 2012, the Luxembourg Parliament adopted a new bill, amending the Luxembourg law of the 13 February 2007 on Specialised Investment Funds (SIF). The Law will introduce several important changes to the regime governing SIFs and will effectively create an Alternative Investment Fund Managers Directive (AIFMD) compliant Alternative Investment Fund (AIF) vehicle, ahead of AIFMD coming into effect. The amended SIF Law introduces rules on delegation, risk management and the handling of actual or potential conflicts of interest. Authors: Brian McMahon, Rolf Bachner, Yenni Leighton
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