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.

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.

Going for growth – using resources efficiently to expedite cross-border expansion

Patrick Waters, 02 June 2020

Perhaps 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 2020

Compliance 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 2020

As 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 2020

Gone 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 2020

COVID-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 2020

Setting 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 2020

One 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 2020

We share our highlights from the recent Irish Funds webinar featuring Kieran Fox, Derek Mander and Eoin Motherway.

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