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 2020UK 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.
Going for growth – using resources efficiently to expedite cross-border expansion
Patrick Waters, 02 June 2020Perhaps one of the greatest challenges facing an investment manager is the ability to move quickly enough to take advantage of market opportunity.
Agility and teamwork: a view from Compliance
Alena Ingvarsdottir, 26 May 2020Compliance Officer, Alena Ingvarsdottir, shares a view from our Compliance team as they've adapted to new working practices whilst continuing to deliver on key projects.
Testing Times for Trustees
Pippa Rudling, 15 May 2020As trustees find themselves navigating through unprecedented logistical challenges and extreme market volatility, Pippa Rudling reflects on how trustees are adapting to the present circumstances.
CP86: What to do when the rules change
Patrick Waters, 04 May 2020Gone are the days when a P.O. box and a few business trips might suffice to fulfil asset manager regulatory responsibilities in their fund domiciles. Patrick Waters explores how managers can tackle these new challenges.
Resilience and scale in a time of crisis
David O’Neill, 23 April 2020COVID-19 is creating all sorts of challenges for managers and investors. We share how our operations and risk teams are working with our partners to respond to the current crisis.
Five questions with Veritas Asset Management
23 April 2020Setting up a Common Contractual Fund can be complex and costly. In 2018 Veritas Asset Management partnered with AMX to launch a version of their existing tax-efficient fund structure. Antony Burgess, Managing Partner, shares the reasons for this and how working with AMX has added value to their clients.
Fund rationalisation: A conundrum
Ryan Tully, 15 April 2020One of the most significant fund industry changes in the past few years has been fund rationalisation. Ryan Tully discusses this challenge and the options for business leaders who are looking for greater efficiency to underpin their rationalisation programmes.
Operational Risk: A perspective on Covid19 implications for Designated Persons (DPs)
09 April 2020We share our highlights from the recent Irish Funds webinar featuring Kieran Fox, Derek Mander and Eoin Motherway.
Building portfolios for difficult times
Nick Horsfall, 03 April 2020Nick Horsfall shares the most useful advice on asset allocation he received during the early years of his consulting career.
Three ways to launch fund structures for international distribution
Patrick Waters, 26 March 2020U.S. based investment managers looking to distribute outside of their home market face significant choices: what types of funds to create, where to domicile them, and how to run them? These decisions can have challenging repercussions on your business model in terms of time, resourcing, and the effort required to set up, launch and manage your funds. Moreover, the choices made can have a long-term impact on profitability.