The asset management industry is rapidly approaching a tipping point. As the financial ecosystem becomes more complex and heavily regulated, the current methods of oversight—particularly in fund distribution—are increasingly unfit for purpose. A recent whitepaper by Clearstream Fund Services, based on data from over 450 industry professionals, has laid bare a sobering reality: while most […]
Model portfolios, structured investment strategies comprising diversified asset classes, have become central tools for financial advisors globally. Recent developments highlight notable differences between how the United States and Europe build and utilize these portfolios, particularly regarding the integration of alternative investments such as private market funds. In the United States, there is a clear trend
Building Model Portfolios: A US vs. Europe Perspective on Innovation and Regulation Read More »
The recent introduction of the innovative private-credit ETF by State Street, in partnership with Apollo, marks a notable advancement in financial product offerings. It attempts to bridge the historically stark divide between the liquidity-focused nature of ETFs and the inherent illiquidity of private credit assets. While this innovation opens new horizons for investors seeking diversified
Dealing with the Governance and Liquidity Challenges in Private-Credit ETFs Read More »
The asset management industry has witnessed several high-profile governance failures that underscore the importance of robust fund distribution oversight. These cases often highlight common pitfalls, such as inadequate monitoring, weak controls, and poor communication with distributors. Tools like Fund Guardian provide the transparency and automation needed to avoid such missteps and ensure effective governance. Common
Case Studies: Lessons Learned from Governance Failures Read More »
The private markets revolution is in full swing. A staggering 86% of private equity firms expect alternative investments to dominate retail portfolios within the next five years, while 97% of asset managers report strong retail demand for private equity and real estate. This surge in retail interest—coupled with the rapid growth of European Long-Term Investment
The Future of Private Markets: Why Real-Time Oversight is a Game-Changer Read More »
