FRS Knowledge Hub

Operational Alpha for the small to mid-sized asset manager
December 3, 2020
Efficiency gains for small to mid-sized asset owners and managers from consolidating and simplifying the middle office.

Fund Technology, Data & Operations, APAC 2019
December 1, 2020
"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
December 1, 2020
A deep dive into Defined Contribution Pensions in Australia, the United Kingdom and Ireland.

Navigating DC & IDD Costs and charges for Policy Holders
November 30, 2020
Exploring Defined Contribution (DC) Workplace Pensions Regulation in the UK and the Insurance Distribution Directive (IDD) in Europe.

Unit-Linked Funds Unit Creation and Investment Processes
November 11, 2020
Securities lending issues for life companies.

Clean and Super Clean Share Classes
November 11, 2020
Clean and super clean share classes.

Tax Aspects of ABI Guide to Good Practice for Unit-Linked Funds
November 11, 2020
George McCutcheon MSc FIA discusses the tax aspects of the “ABI Guide to Good Practice for Unit-Linked Funds”.

PRIIPs, Ongoing Charges & Soft Commissions
November 11, 2020
George McCutcheon MSc FIA discusses charge disclosure issues.

Solvency II Unit Matching & capital management
November 11, 2020
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
November 11, 2020
George McCutcheon reviews the assets GRC component in more detail.

Asset Manager Oversight of Service Providers
November 11, 2020
Frank Carr discusses outsourcing oversight for asset managers.