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Fund Technology, Data & Operations, APAC 2019
"How do COO's add value in a changing business model?" Innovating, optimising and governing from the operations perspective.
Pensions around the World from the FRS User Conference 2019
A deep dive into Defined Contribution Pensions in Australia, the United Kingdom and Ireland.
Navigating DC & IDD Costs and charges for Policy Holders
Exploring Defined Contribution (DC) Workplace Pensions Regulation in the UK and the Insurance Distribution Directive (IDD) in Europe.
Invest|Pro Fund Performance Measurement and Attribution
How to use InvestPro to manage fund performance, including calculating rates of return and comparing returns to benchmarks.
Invest|Pro Fund Oversight and Resilience
Learn how InvestPro keeps clients at the top of their competitive markets and mitigates reputational, regulatory, and monetary risk.
Unit-Linked Funds Unit Creation and Investment Processes
Securities lending issues for life companies.
Summary FCA Findings
Findings of the FCA thematic review.
Clean and Super Clean Share Classes
Clean and super clean share classes.
Tax Aspects of ABI Guide to Good Practice for Unit-Linked Funds
George McCutcheon MSc FIA discusses the tax aspects of the “ABI Guide to Good Practice for Unit-Linked Funds”.
PRIIPs, Ongoing Charges & Soft Commissions
George McCutcheon MSc FIA discusses charge disclosure issues.
Solvency II Unit Matching & capital management
George McCutcheon describes how an appropriate unit matching policy would release cash and minimise volatility of Solvency II own funds.
Assets GRC (Governance, Risk, Compliance) under Solvency II
George McCutcheon reviews the assets GRC component in more detail.