Fund Adminitration

The US Securities and Exchange Commission’s decision to pare back its long-awaited climate-risk disclosure rules suggest the blowback against the environmental, social and governance (ESG) movement is gathering strength. The reality is ESG reporting demands are only growing. For many investment managers, the obvious answer is to turn to their fund administrator for help … […]

Artificial intelligence is a divisive subject, as the UK’s Bletchley Park AI safety summit on 1-2 November to discuss the risks of frontier AI demonstrates. While highlighting the opportunities of AI, ahead of the summit UK Prime Minister Rishi Sunak warned “humanity could lose control of AI completely” if the technology was not given proper […]

Why private funds’ administration technology is now a major competitive differentiator Fund administration was once viewed as the boring relative at the family get-together: they had to be there, but no one paid them much attention and they added little to the party. Today, fund administration may still not be the life and soul of […]

Funds are getting more complex. Hybridisation of the open- and closed-fund worlds continues as traditional managers and hedge funds tap opportunities in private markets, and private market firms seek to ‘democratise’ access with vehicles targeting high-net-worth investors. Regulatory compliance responsibilities are intensifying (not least with the global uptick in anti-money laundering requirements and Securities and […]