News

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.

Are you a hedgehog or a fox?

Jonathan Greenwold, 02 December 2020

While only scraps of the ancient Greek poems written by Archilochus have survived, what is left still resonates with us today. One fragment says: “The fox knows many things, but the hedgehog knows one big thing.” Scholars have argued about the meaning of these brief words. A common view is that the fox, for all his cunning, is defeated by the hedgehog’s one defence. In other words – depth beats breadth every time. If anything, this is truer in the 21st century than it was in the 7th century BC.

CP86: ‘Horses for courses’

Eoin Motherway and Umran Akhtar, 27 November 2020

Since the publication of the Dear Chair letter on 20 October, we have produced some articles to pave the way for FMCs to review their options. Here we explore a little deeper into two options open to FMCs if consolidation of funds and staffing up are unfeasible, namely- a third-party Management Company (ManCo) or a full platform solution.

Efficient Cash Management with Goldman Sachs

26 November 2020

Lauren Oakes, Head of International Liquidity Solutions Client Coverage at Goldman Sachs, discusses money market funds and the innovative cash sweeps functionality they've developed in partnership with AMX.

Brexit – are your asset managers ready for regulatory changes?

Pippa Rudling, 24 November 2020

On Friday 13 November 2020, AMX hosted an online briefing for consultants and trustees that looked at the implications of Brexit for the fund management industry. Here are the highlights from the session.

‘Dear Chair’ letter: Five options, not for the sheepish

Eoin Motherway, 23 November 2020

Fund Management Companies have five options for how they respond to the 'Dear Chair' letter from the Central Bank of Ireland. Eoin Motherway reviews the options and their implications.

CP86: A governance trajectory for Fund Management Companies

Eoin Motherway, 06 November 2020

Commencing in 2014, following three rounds of consultation, the final text of Consultation Paper 86 (CP86) was pronounced in December 2016 with an implementation date of 1st July 2018. On the anniversary of its issuance, the Central Bank of Ireland (CBI) commenced a review that had three phases to see how well CP86 was implemented. A questionnaire in July 2019, was followed by desk top reviews and finished with thirty on-site visits. The goal was simple, it was “to identify standards of industry compliance in order to inform our supervisory approach and ensure that the required effectiveness and systems of governance are in place to protect investors’ best interests”.

CP86: ‘Dear Chair’ letter and what it means for you

Nicola Gerety and Eoin Motherway, 02 November 2020

As the industry absorbs the Central Bank of Ireland’s ‘Dear Chair’ letter, Nicola Gerety and Eoin Motherway share how AMX can support fund management companies and their advisers in their planned response.

How can good operational governance increase efficiencies?

19 October 2020

Fund Forum International, like so many other events, took place online this year. However, that didn’t stop the industry putting forward its best people to discuss the hot topics of the day. AMX was pleased to join the panel which looked at how good operational governance can improve efficiencies.

There is no herd immunity for asset managers or investors

Eoin Motherway, 19 October 2020

Recently, we saw publication of the Monterey Luxembourg Fund Report 2020. Similar to the Monterey publication in Ireland, which is published in Q1 of each year, the data highlights structure of funds, delegates and service providers appointed along with assets under management. Further it captures whether your investment vehicle uses an internal Management Company (ManCo) or a third party ManCo, and lastly if you are operating as a Self-Managed Investment Company, colloquially referred to as a SMIC.

How can tax-efficient funds boost returns for UK pension schemes?

16 October 2020

We recently held a webinar panel discussion on the use of tax transparent funds for UK pension schemes. Here we share key points of interest to institutional investors and their advisers

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