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Helping Mutual Fund Clients Do More With LessThe past several years have marked a new era for the way in which mutual fund companies do business. Changes in the regulatory landscape have played a large part in this evolution, as proposed legislation has called for enhanced risk management and increased oversight of mutual funds, as well as for an increase in transparency through the use of additional disclosures and reporting. In order to be ready for the new requirements, fund companies may need to implement additional systems, which may lead to greater expenses. Author: Jay Nusblatt
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ETFs 2.0: The Next Wave of Growth and Opportunity in the U.S. ETF MarketExchange Traded Funds (ETFs) in the U.S. have never been more popular, and while the market has never before been so crowded, it is also ripe with potential for firms willing to innovate. This report looks at the state of the nascent ETF market and the reasons behind its boom in recent years. It explains why ETFs are entering the mainstream, how they are redefining investment management and how asset managers can still tap the vigorous growth of this industry with products that are passive, active, or somewhere in between. Author: Joe Keenan
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Tax-Transparent Investing Via Common Contractual FundsReprinted with the permission of IndexUniverse LLC Asset pooling allows investors to pool their assets in order to co-invest. It is used by investment companies to offer investors of varying scale access to specialised investment products. This article outlines the benefits available to institutional investors who choose to invest their assets via a tax-transparent pooling structure such as the Irish Common Contractual Fund (CCF). Properly establishing the infrastructure to support a CCF requires a degree of effort, but the benefits make it worthwhile. In collaboration with Shawn Travis and Mark Cerimele of The Vanguard Group, Inc. Author: Kerry White
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Focus On: Ucits IVReprinted with the permission of Pageant Media As the hedge fund sector adapts to the arrival of Ucits IV, four industry experts share their thoughts on how regulation is playing a bigger part in fund management. David Claus, head of offshore BNY Mellon Asset Servicing, took part in the roundtable discussion for LatAm Fund Manager magazine. Author: David Claus
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Insurance IT Roundtable - Regulation Overload Sparks IT Re-thinkReprinted with the permission of Euromoney Institutional Investor PLC The regulatory changes that have occurred or are being anticipated in the future are forcing insurance companies to review and rethink how they do things internally. The demands that are being forced on the back and middle office operations of insurance companies are increasing. Learn how the various regulatory initiatives globally are affecting insurance firms' technology demands. Authors: Peter Keaveney, Jason Knight, John Lehner
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GCC Asset Servicing Roundtable - Asset Servicing in a High-Growth Region: The Risks & RewardsReprinted with the permission of Berlinguer Ltd Helped by strong oil prices and increased government spending, the Gulf Cooperation Council (GCC) countries are witnessing a return to robust growth. Despite some political instability, the region should continue to advance, sustained by population growth, a growing labour force and rising savings. Moreover, reform efforts have been moving ahead across the region. Against this backdrop, some of the region's asset management and asset servicing experts provide their insights into the continuing reforms, opportunities and challenges for their particular business segment. Author: Brian Leddy
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ETFs: Growing UpReprinted with the permission of Asset International, Inc. Exchange-traded funds have been lauded for their efficiency and cost effectiveness over traditional fund structures. As their global and market expansion quickens, Joe Keenan, head of Global Exchange Traded Fund Services at BNY Mellon Asset Servicing, speaks with Global Custodian about what is behind the growth and what the world's largest global custodian can do for ETFs as they evolve. Author: Joe Keenan
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Outsmarting the BearReprinted with the permission of Financial-i The bear market of 2009 saw asset managers focus on operational excellence and business resilience. That means they need to excel at back-and-middle-office activities. Peter Keaveney of BNY Mellon Asset Servicing says the most effective way of doing this is to partner with a provider that acts as an extension of their organisation. This article was first published in the Financial-i Securities & Asset Servicing Handbook 2011. www.financial-i.com. Author: Peter Keaveney
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Mitigating Collateral Damage: Current Themes in Managing and Mitigating Counterparty Credit Risk for OTC DerivativesThe financial crisis re-emphasized the importance of counterparty credit risk, and the subsequent industry-led program of reform has addressed many of the shortcomings of the OTC market. BNY Mellon and independent consulting firm InteDelta investigated current counterparty credit risk management policies and processes across a representative sample of asset management, insurance and pension fund institutions. Findings from this research reveal an evolving OTC derivatives market that is wary of risk, open to change, and surprisingly robust. Authors: Jonathan Bowler, Mark Higgins, Stephen Ingle, David Brown, Michael Schroeder, Chris Coleman, Patrick Tadie, John Templeton
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Global ViewReprinted with the permission of Euromoney Institutional Investor PLC In a recent interview with Global Investor, Nadine Chakar, global head of BNY Mellon's Derivatives360 business, explained how the business -- which spans the entire life of a derivatives transaction -- is developing and offered her reaction to regulatory reform. Author: Nadine Chakar
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