How to reduce risk and increase efficiency with a proven implementation plan for technology upgrades.
Efficiency gains for small to mid-sized asset owners and managers from consolidating and simplifying the middle office.
"How do COO's add value in a changing business model?" Innovating, optimising and governing from the operations perspective.
A deep dive into Defined Contribution Pensions in Australia, the United Kingdom and Ireland.
Exploring Defined Contribution (DC) Workplace Pensions Regulation in the UK and the Insurance Distribution Directive (IDD) in Europe.
How to use InvestPro to manage fund performance, including calculating rates of return and comparing returns to benchmarks.
Learn how InvestPro keeps clients at the top of their competitive markets and mitigates reputational, regulatory, and monetary risk.
Securities lending issues for life companies.
Findings of the FCA thematic review.
Clean and super clean share classes.
George McCutcheon MSc FIA discusses the tax aspects of the “ABI Guide to Good Practice for Unit-Linked Funds”.
George McCutcheon MSc FIA discusses charge disclosure issues.