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 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

How can AMX`s Irish Management company (ManCo) help asset managers?

Larry Morrissey, 13 October 2020

Larry Morrissey talks about how AMX can help self-managed investment companies

A look at Investment Risk: Adding value through independent risk oversight

Andrew Drake, 30 September 2020

We asked Andrew Drake, our Head of Investment Risk Management, for an overview of the AMX process and the way we balance the needs of investors and managers.

Why now is the time for managers to launch a tax-transparent global equity fund

Aaron Overy, 28 September 2020

Assets in Irish Common Contractual Funds (CCFs) recently surpassed $100bn according to research from PwC Ireland*. Total sub-funds across UCITS and AIFMD now exceed 200 and this increase has seen 150% growth in just three years as investors become increasingly aware of double taxation treaty benefits.

Why did we build AMX?

Oliver Jaegemann, 25 September 2020

Our CEO, Oliver Jaegemann, talks about the industry challenges he saw that lead to the creation of The Asset Management Exchange.

Tax inefficient fund structures lost UK DB schemes £256m in 2019 – what is the solution for the institutional investor?

Nick Horsfall, 14 September 2020

Tax-efficiency has become an important factor for fund performance in recent years – particularly for pension funds that suffer too much withholding tax (WHT) on the dividends of their pooled equity investments. This is because UK pension schemes, as tax-exempt investors, are entitled to reduced WHT on dividends from global equities under double taxation agreements.

How can AMX help manage counterparty relationships?

Michael Robinson, 14 September 2020

Michael Robinson explores how AMX manages and controls the counterparties used by our platform to deliver three key benefits for investors.

Simplification and opportunity – the case for Pan-European Pensions

Ian Houri, 03 September 2020

An interview with Dr. Francesco Briganti, Secretary General of CBBA-Europe. Dr. Briganti is working with European governments and CBBA’s diverse membership to establish a pan-European occupational pension scheme that would create an alternative, simpler option to saving and investing.

Five questions with ARP Investments

27 August 2020

We recently spoke with DeWayne Louis, co-founder of ARP Investments to learn how partnering with AMX has allowed his firm to remain focused on its strategy, even during unprecedented market volatility, and is helping ARP expand its investor pool across geographies.

‘Free On Board’* – shipping containers and investment platforms

Jonathan Greenwold, 25 August 2020

Sometimes simple inventions can be the most transformative. Without the shipping container, it is unlikely the world trade in goods would account for 50% of the global economy. Jonathan Greenwold, Head of Legal, Risk and Compliance, explains how the development of the institutional investment platform offers the potential for similar efficiency in cross-border investment management and how platforms like AMX can be compared to a ‘shipping container for investment management’.

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