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Read the latest news and insights from our industry experts.

Read the latest news and insights from our industry experts.

UK DB Pension Schemes lose up to £250m a year due to use of less tax-efficient funds

Press Release, 02 July 2020

UK defined benefit (DB) pension schemes are losing out on over £250m of additional income per year in their global equity portfolios because they are investing via less tax-efficient fund structures than those available, according to new research from The Asset Management Exchange (AMX) and Northern Trust (Nasdaq: NTRS), conducted by Broadridge Financial Solutions.

How can insurers maximise the value provided by their unit-linked funds?

Michael Robinson, 06 August 2020

Michael Robinson considers the implications of the FCA’s 2019 governance review* into the way insurers assess the value provided by their unit-linked funds and how insurers might use the key findings to gain a competitive advantage and improve investor returns.

Five reasons pooled funds now trump segregated investment accounts

Kerrie Mitchener-Nissen, 30 July 2020

With the ongoing regulatory focus on governance, costs and value for money, it’s more important than ever for trustees of pension plans to carefully consider the relative benefits and costs of pooled funds and segregated investment accounts.

CP86 Evolution and Challenges of CBI Guidance Paper

29 July 2020

Nicola Gerety shares her highlights from the recent SS&C webinar featuring Adrian Beattie of SS&C (host), Gayle Bowen of Pinsent Masons, Fergal Cox of Three Rock Capital, Eoin Motherway of AMX and Adrian Waters an Independent Director.

What is the impact of IORP II in Nordic countries

Ryan Tully, 27 July 2020

IORP II is the latest iteration of the European Union far-ranging reform of pension fund legislation. Ryan Tully explores the impact for Nordic countries.

How can AMX help US-based asset managers?

Patrick Waters, 22 July 2020

The process of institutional investing can be very inefficient. Patrick Waters shares how AMX can help US-based asset managers spend less time on implementation and more time on managing client money.

Irish Management Company Services

Nicola Gerety, 17 July 2020

The Central Bank of Ireland (CBI) has been increasing the level of fund governance required from Irish investment funds. Nicola Gerety shares how AMX can help.

5 questions about Securities Lending

Kerrie Mitchener-Nissen and Larry Morrissey, 15 July 2020

AMX has recently launched a securities lending programme. Kerrie Mitchener-Nissen, Head of Product, and Larry Morrissey, from AMX’s Compliance team, explain how securities lending works and how it can add value to investors.  

How does AMX help institutional investors and asset managers?

14 July 2020

Watch our new animation to see how we give institutional investors and asset managers a better way to do business together.

Helping institutional investors implement Shareholder Rights Directive II

Pippa Rudling, 30 June 2020

Two important issues arising from Shareholder Rights Directive II are significant votes and split voting. Pippa Rudling explores why these are important and how they can be addressed.

A Response to Change: The Modern Utility

Christopher Head, 22 June 2020

Financial service firms and pension schemes face complex challenges today. Asset managers and insurers grapple with increased cost and competition while multi-nationals face jurisdictional complexity. And life is tougher for institutional investors which face similar issues but with fewer resources and a constrained governance budget.

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