White Papers

Matthew Baldwin explores the efficiency gains small to mid-sized asset owners and managers stand to gain from consolidating and simplifying the middle office, and how to find the technology partners to support the journey.

Innovating, optimising and governing from the operations perspective. Matthew Baldwin, Global Head of Sales & Managing Director in Asia for FRS, takes part in a roundtable debate on "How do COO's add value in a changing business model?"

A deep dive into Defined Contribution Pensions in Australia, the United Kingdom and Ireland.

New regulations in the life and pensions industry have the potential to distract providers as they adjust their operating processes to remain compliant. Finding partners that can respond with regtech solutions that optimise the operating model is key for businesses focused on growth.

With KID regulation on the radar in 2022 for the wider funds industry, Irish Funds invited FRS to present on lessons learnt from implementing KID-software to the life industry.

Frank Carr discusses pension provision in the Middle East.

Frank Carr discusses how PRIIPs manufacturers are moving on from their decision-making in respect of PRIIPs implementation plans to a consideration of the key emerging issues from PRIIPs.

George McCutcheon MSc FIA discusses the important implications for all investment product manufacturers in Europe.

George McCutcheon MSc FIA discusses PRIIPs and KID challenges.

Frank Carr discusses outsourcing oversight for asset managers.

This article examines how new technology is poised to revolutionise the administration of DC pension fund solutions in the UK pension landscape - and how this can fuel both opportunity and risk reduction for those operating here.

George McCutcheon reviews the assets GRC component in more detail.

George McCutcheon reviews the three strands to look-through from the perspective of both Asset Managers and Life insurers.

George McCutcheon describes how an appropriate unit matching policy would release cash and minimise volatility of Solvency II own funds.

George McCutcheon MSc FIA discusses outsourcing oversight for asset managers

George McCutcheon MSc FIA discusses charge disclosure issues

George McCutcheon MSc FIA discusses the Solvency II risk management function

George McCutcheon MSc FIA discusses the tax aspects of the “ABI Guide to Good Practice for Unit-Linked Funds”

George McCutcheon MSc FIA discusses the ABI's revised draft “Guide to Good Practice for Unit-Linked Funds”

Clean and super clean share classes

George McCutcheon MSc FIA discusses the findings of the FCA thematic review.

Findings of the FCA thematic review.

George McCutcheon MSc FIA discusses securities lending issues for life companies.

Securities lending issues for life companies.

Management and governance of unit-linked funds.