The Investment Company Act of 1940 has long imposed extra obligations on certain types of funds with the aim of protecting the ultimate investing beneficiary. Mutual funds and certain other collective investments have worked comfortably within its constraints for decades. Maureen Quill, executive director of registered funds at UMB Fund Services, explains what private funds need to do to succeed in a regulated environment.
Global Custodian, in partnership with J.P. Morgan, is delighted to bring you a brand new publication closely examining the colossal and unprecedented changes affecting Australia’s superannuation fund industry. In this issue we speak with some of the largest super funds about their opportunities and challenges, and how their relationships with custodians are changing.
A new wave of macroeconomic and internal factors are driving private equity firms to outsource, to the point where the business case is becoming just too substantive to ignore, according to Apex Group’s global head of business development, Aman Bahel.
On the release of its whitepaper on technology simplification along the trade lifecycle, Global Custodian spoke to Vijay Mayadas, president, capital markets at Broadridge about the market context for such an initiative.
A survey conducted jointly by Intertrust Group and Global Custodian shows the extent to which Environmental, Social and Governance factors (ESG) have entered the mainstream in private capital investment considerations.
There has never been such an intense focus on corporate governance in Europe. Regulatory developments, and investor trends related to the rise of environmental, social and governance (ESG) strategies, have compelled the industry to take a much closer look at how well it is servicing the requirements of the investor community.
After a 30-year stint at BNY Mellon, where he served most recently as executive director of the bank’s London branch and managing director at its depositary receipts business, James Green was appointed head of portfolio insights at NatWest Trustee and Depositary Services in April 2021. Global Custodian spoke to Green about some of the main dynamics currently shaping the depositary landscape.
The asset management industry is undergoing a period of transformation, fuelled by changing customer behaviour, the emergence of new asset classes, and the wider adoption of innovative technologies. Global Custodian magazine spoke with Irene Speridakos, global head of investment managers, BNY Mellon, about some of the main trends currently re-shaping asset management today.
Markets have benefited from the shortening of settlement cycles over the last couple of decades, but the conversation has evolved to include same-day and even atomic settlement as the industry continues its search for efficiency gains and cost savings.
The start of the COVID-19 pandemic, combined with the ensuing market volatility, exacerbated the challenges that the securities services industry was already grappling with in integrating and deploying new digital service offerings. Here, Joerg Guenther, Managing Director, Global Co-Head of Securities Services Operations & Technology at Citi, discusses the lessons learned for both providers and clients for future initiatives.