Tag: fund managers

Key global WealthTech investment stats in Q2 2026: Global WealthTech deal activity dropped 10% YoY in Q2 US extended dominance as the leader in...

For years, financial institutions have approached tax compliance as a seasonal exercise, with intense filing peaks followed by quieter periods used to clean legacy...

For years, financial institutions treated tax compliance as something that came in waves. Intense filing peaks gave way to quieter mid-year stretches, and operations...

More than a decade since FATCA and CRS were introduced, fund administrators have become the operational backbone of investor tax compliance across global fund...

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...

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...

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....

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 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...

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.