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.

New managers and strategies

26 November 2019

AMX is delighted to welcome a range of new asset managers to the platform.

Postcard from South Africa

Aaron Overy, 25 November 2019

Our team have been on the road talking to managers. Here are the big themes we’re seeing in the industry in South Africa.

The governance gap: What does great governance look like?

Pippa Rudling, 19 November 2019

AMX recently held a roundtable discussion in the City of London, attended by 15 consultant and advisory firms to ask: “what is good governance?” and explore some of the areas that are neglected. Here are the highlights.

Global ARC Conference highlights: asset pooling, big data and ESG

Patrick Waters, 07 November 2019

The Global ARC (Absolute Return Congress) Conference has been running for 17 years. Patrick Waters shares highlights from the Boston 2019 event.

CFA ESG conference: Practical realities of ethical investing

Alena Ingvarsdottir, 31 October 2019

This year the CFA ESG Conference was treated to a star-studded line up of speakers which included leading ESG practitioners, academics, CEO of the PRI Fiona Reynolds and Governor Mark Carney. Alena Ingvarsdottir shares her highlights.

Five considerations when selecting an institutional investment platform

Oliver Jaegemann, 29 October 2019

Institutional investment platforms have a wide variety of objectives and capabilities. Oliver Jaegemann reviews the different types of platforms and the key questions to consider when choosing to work with a platform.

What we heard at PLSA 2019

Ian Houri, 23 October 2019

With over 1500 attendees and the launch of the Retirement Living Standards, October’s PLSA conference in Manchester Central was one not to be missed. Here are the key themes we heard from the speakers and trustees.

PLSA Cost Transparency Initiative: could it be any clearer?

Pippa Rudling, 21 October 2019

At the PLSA conference last week I attended a session on the PLSA’s Cost Transparency Initiative (CTI), entitled “Clearly improving outcomes”. The purpose of the CTI is to deliver a better understanding of costs. Having this more holistic view should facilitate better decision-making, which in turn leads to better member outcomes and value for money.

Slow to catch up? Moving institutional service to a retail experience

Oliver Jaegemann, 23 September 2019

Trustees are used to getting a good retail experience, backed by developments in technology, and expect similar standards to apply to their working lives. Oliver Jaegemann discusses how to improve the institutional client experience.

Embedding ESG in your investment portfolio

Christopher Head, 23 September 2019

With many large institutional investors now insistent that fund managers take consideration of ESG factors, we explore how asset managers can match their products to changing institutional appetites.

1 5 6 7 8 9 10 61- 70
of 97 articles

Want to know more?

Get in touch