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Digitally-enabled remote working and client interactions have been a saviour for so many industries, organisations and individuals over the past two years. And hopefully they will bring long-term benefits, enabling more flexible approaches to working and living that would have been inconceivable pre-pandemic. Still, there’s nothing quite like getting out and meeting people face-to-face once […]

Here’s the problem: while all the interactions in our personal and professional lives are becoming ever more digitalised and automated, fund administration remains beset by manual, often paper-based processes. From banking apps and TV streaming to online shopping and food delivery, seamless, on-demand services are becoming the norm. Investors – especially as digital native Millennials […]

First the good news for fund administrators: the funds industry is expanding. European Fund and Asset Management Association (EFAMA) figures show net assets of UCITS and alternative investment funds rose 16.7% through 2021 to reach €21.9 trillion by year-end. Total assets under management in Europe topped €31 trillion. Almost a quarter of the investment portfolios […]

Redesigning the fund onboarding experience: The case for digital automation The benefits of intelligent digital onboarding are manifold: improved customer experience and engagement, internal operating efficiencies, enhanced risk control, happier employees and strengthened regulatory compliance. Clients, investment managers, fund administrators and regulators all agree digital automation is the way to go. Yet the funds industry […]

We live in an increasingly multi-asset class world. Unfortunately, fund administrators’ traditional technology infrastructures do not. Transfer agency, accounting and reporting systems were typically developed to support the specific needs of what had been segregated markets, creating specialist software for mutual funds, hedge funds, private equity and real estate. But the investment landscape has changed. […]

5-point guide to FATCA/CRS compliance The 12th anniversary of when the US Foreign Account Tax Compliance Act (FATCA) became law has just rolled around. Not that many financial institutions will be celebrating. FATCA and the Common Reporting Standard (CRS) it spawned are proving potent weapons in jurisdictions’ war against tax evasion. But the reporting obligations […]