UCITS5

The ESG reporting came into force on 10 March 2021. What exactly does this reporting mean for asset managers? What does it imply and require in terms of preparation & resources? Discover the point of view of our expert Jean-Pierre Gomez.

As I have done in previous years, I will dedicate this letter for the month of January to discussing the most important topics to be dealt with in this new year, as well as in the years ahead.

A lot of operating hurdles facing asset managers in the distribution of their funds could be removed. The initiative of Iznes, co-founded by six asset management companies, has already been favourably received by 25 contributing international players. In the financial industry, and more specifically the asset management universe, blockchain is no doubt a...

As a conclusion to this survey aiming to identify the main trends shaping the buy-side landscape in 2025, three preeminent ideas have emerged.

Talking about the buy-side industry’s main levers for transformation today means discussing the potential of new technologies.

Within this challenging context, remaining competitive and leveraging new opportunities requires more than a marginal improvement in current activity.