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  • Aerial view of heavy truck on a narrow twisting road
    July 20, 2022
    • Investor Services
    Managers and distributors are increasingly obligated to engage investors on their ESG appetite. Adrian Whelan sets out the MiFID II Sustainability Preferences and other factors that firms should consider.
  • Blowball With Seeds Flying To The Sky

    Audio series

    May 23, 2022
    • Investor Services
    Partnerships between fund managers and third parties in the distribution ecosystem are on the rise. In this four-part audio series, Killian Lonergan shares his insights on the key trends and how to manage the complexities involved.
  • ""

    Pace of Investor Demand for ETFs Accelerates, Closing the Gap with Other Investment Products

    • Investor Services
    In our ninth annual ETF survey, we examine how investors are selecting and utilizing ETFs in their portfolios.
  • Consultant Newsletter logo on blue background
    December 20, 2021
    3 min read
    • Investor Services
    In this issue of Consultant Exchange, we take a look at some of the key themes we are seeing in the market.
  • Mesh or net with lines and geometrics shapes detail 3D illustration
    • Investor Services
    Here we discuss how the strategic use of automation can enable service providers to support their client’s growth.
  • Panoramic view of  colorful sunrise in mountains.

    ETF Innovation Continues to Open Doors for More Dynamic Investing

    March 08, 2021
    • Investor Services
    In our eighth annual ETF Survey, we outline the emerging trends in usage, selection, and demand for exchange-traded funds.
  • Woman running on platform to catch a train
    March 01, 2021
    • Investor Services
    The recent spate of consolidation in fund platforms in Europe is raising an important question for many asset managers: are they working with the right platform or have they spread themselves too thin?

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