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 »
In today’s dynamic financial landscape, the complexity of distribution networks, evolving client expectations, and stringent regulations have rendered traditional oversight methods for Management Companies and AIFMs outdated. Modernizing fund distribution oversight is no longer optional—it’s essential. Innovative solutions like Fund Guardian, a SaaS platform with a real-time dashboard, are at the forefront of this transformation.
Transforming Fund Distribution Oversight: Embracing Innovation and Overcoming Challenges Read More »
