Comment les sociétés de gestion peuvent-elles aider les CGP à répondre efficacement à leurs devoirs de transparence ?
Depuis le tsunami réglementaire de ces dernières années, les conseillers en gestion de patrimoine (CGP) ont vu…
Category: Publications
“Focus on data and information exchange to grow”
The fund industry’s distribution chain is ripe for a change that will drive innovation and meet investor expec…
“Build a solid base to enable innovation for all”
A future financial ecosystem that will allow fintech innovation and competition to flourish can only grow thro…
Embrace tech for efficiency
It is important to see regulators’ interventions in the funds industry as the key to progress on better invest…
Six months in: EPT insights and use
How the fund industry is using and disseminating EPTs is a good example of the continuing need for operational…
Set an example on data
Having reliable, verifiable and comparable data about investment fund products is at the heart of winning trus…
Fulfilling the digital promise in the fund industry
This is an exciting time for the European fund industry. Two aspects of the industry that previously have been…
How digital puts fund investors at the centre
Olivier Portenseigne, our managing director & CCO talks about the challenge of the digitalisation in the f…
Go digital to stay relevant
In the age of digitalisation, Fundsquare's Paolo Brignardello outlines key strategies for asset managers that …
Let the seller beware
New requirements around target markets mean asset managers and fund distributors must be a little more mindful…