Future of Funds______

The funds world is at the beginning of one of the largest transformations in its history. As competitiveness becomes harder to retain, the industry must look deeper into its future.

In our ‘Future of Funds’ series we look at the changing face of the funds industry and the impact of evolving investor requirements, expanding regulation, the financial markets and the accelerating power of technology.

Future of Funds

Thumbnail image of From delivery mechanism to strategic lever: the future of fund distribution

From delivery mechanism to strategic lever: the future of fund distribution

Varun Atre, Head of Product
Published / 
15 Jun 2022
Thumbnail image of Next steps in DLT: finding the right technology mix

Next steps in DLT: finding the right technology mix

Adam Belding, Chief Technology Officer
Published / 
08 Jun 2022
Thumbnail image of UK-FOCUSED EQUITY FUNDS PUMMELLED IN MAY AS INVESTORS LOOK FOR SAFE HAVENS

UK-FOCUSED EQUITY FUNDS PUMMELLED IN MAY AS INVESTORS LOOK FOR SAFE HAVENS

Published / 
07 Jun 2022
Thumbnail image of INVESTORS SOUGHT OUT SAFE HAVENS IN APRIL, AMID RECORD SELLING OF UK EQUITIES FUNDS

INVESTORS SOUGHT OUT SAFE HAVENS IN APRIL, AMID RECORD SELLING OF UK EQUITIES FUNDS

Published / 
04 May 2022
Thumbnail image of Roundtable: achieving personalisation at scale

Roundtable: achieving personalisation at scale

Andrew Tomlinson, Chief Marketing Officer
Published / 
03 May 2022
Thumbnail image of One direction for fund distribution

One direction for fund distribution

Edward Glyn, Head of Global Markets
Published / 
22 Feb 2022
Thumbnail image of How distributed ledger technology is unlocking the future for managed funds

How distributed ledger technology is unlocking the future for managed funds

Teresa Walker, Head of Australia and New Zealand
Published / 
11 Feb 2022
Thumbnail image of The changing face of fund admin and the tech behind it

The changing face of fund admin and the tech behind it

Ed Lopez, Chief Revenue Officer
Published / 
20 Jan 2022
Thumbnail image of The future of distribution part 2 – Connectivity, Access and Onboarding

The future of distribution part 2 – Connectivity, Access and Onboarding

Research report
Published / 
08 Nov 2021
Thumbnail image of The role of digital assets in the transformation of the funds industry

The role of digital assets in the transformation of the funds industry

Adam Belding, Chief Technology Officer
Published / 
02 Nov 2021
Thumbnail image of The future of distribution part 1 – Fund managers and their digital priorities

The future of distribution part 1 – Fund managers and their digital priorities

Research report
Published / 
28 Oct 2021
Thumbnail image of The Future of Fund Administration

The Future of Fund Administration

White paper
Published / 
29 Sep 2021
Thumbnail image of Are you ready for a post-pandemic surge in investor confidence?

Are you ready for a post-pandemic surge in investor confidence?

Research report
Published / 
23 Aug 2021
Thumbnail image of Where should fund administrators be investing?

Where should fund administrators be investing?

Simon Keefe, Head of Product
Published / 
09 Aug 2021
Thumbnail image of Distribution & technology: Solving the crypto puzzle

Distribution & technology: Solving the crypto puzzle

Simon Keefe, Head of Product
Published / 
29 Jul 2021
Thumbnail image of Driving digital transformation and the role of asset servicers

Driving digital transformation and the role of asset servicers

Simon Keefe, Head of Product
Published / 
30 Jun 2021
Thumbnail image of A new paradigm: the future of fund administration

A new paradigm: the future of fund administration

Dan Kramer, Vice Chair, Calastone
Published / 
15 Apr 2021
Thumbnail image of Q&A on DMI Fund Services for fund administration

Q&A on DMI Fund Services for fund administration

Published / 
22 Mar 2021
Thumbnail image of Q&A with Dan Kramer, Vice Chair, Calastone on DMI Fund Services for fund administration

Q&A with Dan Kramer, Vice Chair, Calastone on DMI Fund Services for fund administration

Dan Kramer, Vice Chair, Calastone
Published / 
22 Mar 2021
Thumbnail image of Asia in transition: How the region’s most influential investors are shifting the ESG story

Asia in transition: How the region’s most influential investors are shifting the ESG story

Leo Chen, Managing Director - Head of Asia
Published / 
23 Feb 2021
Thumbnail image of The human touch: Personalisation, education and “easibility”

The human touch: Personalisation, education and “easibility”

Andrew Tomlinson, Chief Marketing Officer
Published / 
09 Feb 2021
Thumbnail image of Reducing friction; adding value to end-users – how innovation is reshaping the funds industry

Reducing friction; adding value to end-users – how innovation is reshaping the funds industry

Andrew Tomlinson, Chief Marketing Officer
Published / 
06 Jan 2021
Thumbnail image of Digital transformation and fund distribution in Australia

Digital transformation and fund distribution in Australia

Research Report
Published / 
05 Jan 2021
Thumbnail image of Global investor behaviours and attitudes: A cross-generational overview

Global investor behaviours and attitudes: A cross-generational overview

Research report
Published / 
11 Nov 2020
Thumbnail image of Covid prompts asset managers to accelerate change

Covid prompts asset managers to accelerate change

Ed Lopez, Chief Revenue Officer
Published / 
28 Sep 2020
Thumbnail image of Digital engagement and fund distribution in Asia

Digital engagement and fund distribution in Asia

Research Report
Published / 
02 Sep 2020
Thumbnail image of (Asia) Webinar Recording: Why could new technologies change the industry sooner than we think?

(Asia) Webinar Recording: Why could new technologies change the industry sooner than we think?

Published / 
31 Aug 2020
Thumbnail image of Fast forward to the new normal: An analysis of the increasing role of technologists in UK business

Fast forward to the new normal: An analysis of the increasing role of technologists in UK business

Research report
Published / 
25 Aug 2020
Thumbnail image of Are you ready for virtual banking?

Are you ready for virtual banking?

Research Report
Published / 
30 Jun 2020
Thumbnail image of If we just live in the present, we will                                               be left behind

If we just live in the present, we will be left behind

Andrew Tomlinson, Chief Marketing Officer
Published / 
22 Jun 2020
Thumbnail image of Webinar recording: Sustainable growth in a post-pandemic society

Webinar recording: Sustainable growth in a post-pandemic society

Webinar recording
Published / 
08 Jun 2020
Thumbnail image of Tech will ‘democratise’ wealth management

Tech will ‘democratise’ wealth management

Edward Glyn, Head of Global Markets
Published / 
04 Jun 2020
Thumbnail image of Webinar recording: Moving towards the future of funds – practical steps in a new world

Webinar recording: Moving towards the future of funds – practical steps in a new world

Webinar recording
Published / 
01 Jun 2020
Thumbnail image of ESG investing: Momentum building towards the new normal

ESG investing: Momentum building towards the new normal

Edward Glyn, Head of Global Markets
Published / 
13 May 2020
Thumbnail image of Why could new technologies change the industry sooner than we think?

Why could new technologies change the industry sooner than we think?

Webinar recording
Published / 
26 Mar 2020
Thumbnail image of The changing face of fund distribution

The changing face of fund distribution

Research Report
Published / 
25 Mar 2020
Thumbnail image of Tokenisation and the future of funds: Webcast recording

Tokenisation and the future of funds: Webcast recording

Webinar recording
Published / 
03 Mar 2020
Thumbnail image of Tokenisation – a new concept in investing

Tokenisation – a new concept in investing

Adam Belding, CTO, Calastone
Published / 
18 Feb 2020
Thumbnail image of Big techs entering asset management: is regulation really a barrier to entry?

Big techs entering asset management: is regulation really a barrier to entry?

Andrew Tomlinson, Chief Marketing Officer
Published / 
08 Oct 2019
Thumbnail image of The shape of the funds industry in 2030

The shape of the funds industry in 2030

White Paper
Published / 
11 Sep 2019
Thumbnail image of The benefits of singing in harmony

The benefits of singing in harmony

Vince Lucey, Head of Product
Published / 
03 Sep 2019
Thumbnail image of The impact of technology on funds – creating business opportunity through innovation (Asia)

The impact of technology on funds – creating business opportunity through innovation (Asia)

Research Report
Published / 
01 Jul 2019
Thumbnail image of Millennials and investing: a detailed look at approaches and attitudes across the globe

Millennials and investing: a detailed look at approaches and attitudes across the globe

Research Report
Published / 
18 Jun 2019
Thumbnail image of The future of DLT regulation

The future of DLT regulation

Vince Lucey, Managing Director, Innovation & Change
Published / 
12 Jun 2019
Thumbnail image of Making our businesses better for today and for the future: the true value of DLT in funds

Making our businesses better for today and for the future: the true value of DLT in funds

Campbell Brierley, Chief Innovation Officer
Published / 
11 Apr 2019
Thumbnail image of  The rise of big tech in asset management

 The rise of big tech in asset management

Stephen Leggett, Chief Operating Officer
Published / 
05 Feb 2019
Thumbnail image of Distributed Ledger Technology: What does blockchain have in store for the funds industry?

Distributed Ledger Technology: What does blockchain have in store for the funds industry?

White Paper
Published / 
17 Jan 2019
Thumbnail image of Steering disruption in funds

Steering disruption in funds

Ross Fox, Head of Australia and New Zealand
Published / 
10 Dec 2018
Thumbnail image of Real-life solution

Real-life solution

Vince Lucey, Managing Director, Innovation & Change
Published / 
16 Oct 2018
Thumbnail image of How will DLT affect the mutual funds industry?

How will DLT affect the mutual funds industry?

Ken Tregidgo, Deputy Chief Executive Officer
Published / 
05 Jul 2018
Thumbnail image of Is there life after regulation?

Is there life after regulation?

Jon Willis, Chief Industry Officer
Published / 
21 May 2018