Publications

Article 24 Sep 2021 - 5 minutes read

Consolidation in Asset Management

The Asset Management industry has experienced significant change over the last few years, specifically driven by mergers and acquisitions. We will continue to see this as asset managers aim to stay competitive.

Article 10 Jun 2021 - 11 minutes read

The Next Generation of Indexing Strategy: Direct and Custom Indexing

In 2021, the indexing industry is once again at the frontier of a new evolution: Direct and Custom Indexing. With the exploding popularity of personal investment platforms, it should come as no surprise that investors are looking for platforms that offer hyper-personalized options.

Article 02 Apr 2021 - 5 minutes read

ESG data market: changes and challenges for financial players

The rapidly changing regulatory environment and investors' expectations regarding sustainability highlight the importance of data and Environmental, Social and Governance (ESG) ratings. Here we will provide updates on changes to the ESG data market, and challenges for financial services.

Article 16 Mar 2021 - 6 minutes read

Sustainability: Evolution of Regulatory developments

As a function of the European Green Deal, existing regulations closely correlated to the NFRD-SFDR-Taxonomy triptych will be amended.

Article 09 Mar 2021 - 7 minutes read

Green Finance: Investors' transparency requirements

Following COP 21 and the Paris Agreements in 2015, efforts related to sustainable finance have been particularly focused on environmental impact, also known as "green finance". The first work on this subject dates back to January 2018 with the final report of the HLEG (High Level Expert Group).

Article 29 Jan 2021 - 5 minutes read

What Does the OCC's Interpretive Letter Mean for Custody of Crypto Assets?

Heralding a new wave in crypto asset custody services.