Tag: fund managers

Zeidler Group unpacks the EU’s new SFDR 2.0 rules

Zeidler Group has released a streamlined practical guide to help firms interpret the European Commission’s proposal for SFDR 2.0, which represents the most substantial...

Cross-border fund distribution rules evolve in 2025

As 2025 enters its final quarter, global fund managers are adapting to a wave of regulatory updates reshaping cross-border fund distribution. These evolving frameworks are...

SFDR updates reshape Article 8 & 9 disclosures

Sustainable finance continues to take centre stage in Europe’s regulatory landscape as 2025 advances, with fund managers needing to adapt quickly to changing requirements....

UK fund managers face revised FCA compliance fees

The second half of 2025 brings a fresh round of regulatory updates for UK fund managers, as the Financial Conduct Authority (FCA) revises fees...

FIS launches Investor Services Suite for fund managers

FIS has introduced its new Investor Services Suite, an end-to-end platform aimed at transforming the investor servicing process for financial institutions and both alternative...

How to evaluate currency overlay strategies in multi-asset fund returns

As more asset owners adopt centralised currency management strategies, the need to assess the effectiveness of currency overlay decisions has become increasingly important. A well-constructed currency attribution framework enables firms to quantify the value these decisions bring to a fund’s overall return.

How Comply Exchange’s WHS Extractor is transforming financial documentation

The Comply Exchange Withholding Statement Extractor stands out in the FinTech landscape as an innovative AI-powered solution, transforming the way withholding statements are handled by financial institutions.

How to use technology to ace the race for differentiation –...

Leveraging technology to improve distribution capabilities for retail customers is a top priority for asset managers, however, many firms lack confidence in their technology.

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