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Coming out on top



Find out the results of this year’s R&M Investor Services Survey
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A taxing task



From the process of reclaiming to the lack of a centralised, coherent and global framework, tax continues to be a complex issue, industry experts explain more
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A gap in the market



Melville Rodrigues, Senior Consultant - Fund Services, who is leading the initiative for the Professional Investor Fund (PIF) - a new fund proposal for the UK funds industry - provides an overview of the proposal and outlines his hopes for the next steps of the initiative.
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Plan for the unexpected



Confluence's Chantal Mantovani highlights the importance that the fund industry begins promoting the modelling of the possible shift in market expectations and associated liquidity crunch
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Make the most of the UMR extension



Neil Murphy, business manager of triResolve, discusses the one-year extension to the final implementation phases of the Uncleared Margin Rules
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Enhancing the process



As COVID-19 unearths the inefficiencies in the financial services space, industry experts discuss the issues in clearing and settlement and how these processes can be enhanced
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A new dimension of automation possibilities



It’s no secret that corporate actions have remained largely manual in the asset servicing industry, so how fast is the industry accelerating towards implementing technology in this space?
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Full speed ahead



With an accelerating shift towards digitisation across all a sectors, especially in financial services and asset servicing, how will digital transformation change in the coming years?
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Adapting to the new norm



Although the core role of the transfer agent has remained unchanged, they have had to keep pace with how investor buying behaviour and the demands of the investment management community have transformed
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Guernsey fund market update



Carey Olsen partner Chris Anderson updates on trends and issues facing the investment funds sector in Guernsey in the COVID-19 environment
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Enhancing automation



Technology is providing the hedge fund administration space with an abundance of opportunities to automate processes, but what hurdles lie ahead?