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Bot or Not: A guide for NZ financial services firms entering the Digital Advice age.
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Perspective
IBRC Investment Operations Challenges Forum 2024 – Sydney 11-12 September
The intent of the forum was to bring together investment operations professionals to discuss the key challenges faced by
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Funds
News & Media
NZ Government to Free Trapped QROPS Funds
Great news for KiwiSaver members with Qualifying Recognised Overseas Pension Schemes (QROPS) funds, and the providers
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Funds
Event Insights
Initial Thoughts at Future Fund Admin Forum 2024
Into day two of the Future of fund admin conference in Sydney. Some initial thoughts.
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Funds
Event Insights
2nd Private Market Assets Summit Sydney
Looking forward to the insights from today's very well attended 2nd Private Market Assets Summit here in Sydney.
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Funds
Perspective
Leaving it to the professionals, some liquidity risk management free rein
The FMA recently released their updated liquidity risk management (LRM) guidance for managers and supervisors of
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Funds
Perspective
FMA consults on proposed liquidity risk management
Three months ago, I posted some comments regarding an FCA publication on liquidity risk management for fund managers.
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Funds
Event Insights
8th IDT (Investment Data and Technology) Conference in Sydney
8 sessions covering a range of issues from solutions, avoiding green washing, central vs federated models or a hybrid
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Funds
Event Insights
Fund Business 5th Risk and Performance Summit
A worthwhile day spent at the Fund Business 5th Risk and Performance Summit in Sydney.
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Funds
Perspective
MIS Managers (ie, Boards and Senior Management), are you leveraging your licensed supervisor’s independent observations, insights, and knowledge?
We have finally digested the FMA’s Managed Investment Scheme Sector Risk Assessment (SRA)...
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Funds
Perspective
Are you leveraging your licensed supervisor's independent observations, insights, and knowledge?
MIS managers (i.e., boards and senior management), are you leveraging your licensed supervisor's independent observation
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Funds
News & Media
Faster KiwiSaver Bill!
All KiwiSaver providers will have to cut transfer times by more than two-thirds under new legislation just referred...
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