×
Future of Funds
About us
News
Events
Contact us
EMS Login
Solutions
Solutions
Fund Services
CDSC
ETF Servicing
Order Routing & Settlements
Transfers
Share Class Conversions
Dividends
Reporting
Money Market Services
Clients
Clients
Fund Managers
Distributors
Asset Servicers
Platforms
Insights
Insights
Blog
Fund Flow Index
Future of Funds
Research and white papers
Videos and webinars
Why Calastone?
Why Calastone?
About us
Manifesto
Life at Calastone
Work with us
Careers
Management Team
CSR
Customer stories
Our customers
Awards
Solutions
Solutions
Fund Services
CDSC
ETF Servicing
Order Routing & Settlements
Transfers
Share Class Conversions
Dividends
Reporting
Money Market Services
Clients
Clients
Fund Managers
Distributors
Asset Servicers
Platforms
Insights
Insights
Blog
Fund Flow Index
Future of Funds
Research and white papers
Videos and webinars
Why Calastone?
Why Calastone?
About us
Manifesto
Life at Calastone
Work with us
Careers
Management Team
CSR
Customer stories
Our customers
Awards
Future of Funds
About us
News
Events
Contact us
EMS Login
Insights______
Our insights provide a deep look into the trends affecting today’s funds industry. If you would like to speak with us about any of our blogs, research reports, white papers or videos please contact us.
Blog
See all
The Path Forward: Making Tokenisation A Reality in Singapore
Justin Christopher - Managing Director, Head of Asia
Published /
15 Aug 2024
Fund Forum – digital developments take centre stage
Andrew Tomlinson, Chief Marketing Officer
Published /
01 Aug 2024
Towards a new future for funds
Stephen Leggett, Chief Operating Officer
Published /
16 Jul 2024
Embracing Automation: Transforming Fund Settlements in Australia
Marsha Lee, Managing Director - Head of Australia and New Zealand
Published /
10 Jul 2024
Tokenisation and the regulatory landscape
Adam Belding, Chief Architect
Published /
04 Jul 2024
Faster money with T+1 settlement
Nicki Pelling, Director
Published /
27 Jun 2024
A new era for Brazil’s fund industry is getting close following regulatory shake up
Nelson Eduardo Pinto Pereira, Head of Brazil
Published /
25 Jun 2024
Tokenisation: A Calastone Perspective on Future-Proofing Finance
Andrew Tomlinson, Chief Marketing Officer
Published /
11 Jun 2024
Why Asia stands to lead the tokenisation race
Justin Christopher, Head of Asia
Published /
05 Jun 2024
Em Conversa: Supporting Cross Border and Local Market Connectivity With Calastone
Nelson Eduardo Pinto Pereira, Head of Brazil
Published /
29 May 2024
Change the economics of fund settlement with a new future
Marsha Lee, Head of Australia and New Zealand
Published /
22 May 2024
Rate cuts and money market funds: What happens now?
Ed Lopez - President, Global Money Market Services
Published /
16 May 2024
Preparing for a new wave of ETFs: Asset servicers take stock
David McGuinness, Product Director
Published /
14 May 2024
How do I improve my payments processes?
Stephen Leggett, Chief Operating Officer
Published /
09 May 2024
Understanding investor behaviour through fund flows
Dominic de Lisle, Content & Communications Director
Published /
30 Apr 2024
The evolving landscape of ETF investments: beyond fee reduction
David McGuinness, Product Director
Published /
18 Apr 2024
Unlocking the future: Solving interoperability in asset tokenisation
Adam Belding, Chief Architect
Published /
16 Apr 2024
Sorting out the reconciliation issue for managed funds
Marsha Lee, Head of Australia and New Zealand
Published /
03 Apr 2024
The evolving blueprint for UK fund tokenisation
Adam Belding, Chief Architect
Published /
28 Mar 2024
Counting the full cost of ETF servicing
Simon Keefe, Head of Market Solutions
Published /
21 Mar 2024
The existential question for Australia’s funds sector: ‘How much do we focus on yesterday, tomorrow and the day after?’
Marsha Lee, Managing Director - Head of Australia and New Zealand
Published /
04 Mar 2024
Settlements 2.0: The importance of automating settlements in funds
Nicki Pelling, Director, Sales Executive
Published /
29 Feb 2024
Getting control over payments to cut liquidity costs
Stephen Leggett, Chief Operating Officer
Published /
14 Feb 2024
How do I improve my payments processes?
Marsha Lee, Managing Director - Head of Australia and New Zealand
Published /
12 Feb 2024
The instant bridge to MMF visibility
Ed Lopez - President, Global Money Market Services
Published /
01 Feb 2024
Asian asset managers taking the global lead on tokenisation
Justin Christopher, Managing Director - Head of Asia
Published /
30 Jan 2024
Tokenisation tops the APAC agenda in 2024
Justin Christopher, Managing Director - Head of Asia
Published /
23 Jan 2024
For funds, 2024 will be a year dedicated to innovation
Brian Godins, Chief Commercial Officer
Published /
11 Jan 2024
Moment of truth for fund firms: The move to T+1 settlement
Stephen Leggett, Chief Operating Officer
Published /
22 Dec 2023
Money market fund market: hot or not?
Ed Lopez, President, Global Money Market Services
Published /
06 Dec 2023
A blueprint and breakthrough for UK fund tokenisation
Adam Belding, Chief Technology Officer
Published /
24 Nov 2023
Infographic: Celebrating 15 years live
Published /
22 Nov 2023
What is the future of funds after 15 years of change?
Julien Hammerson, Chief Executive Officer
Published /
22 Nov 2023
Asia Connect Forum 2023: How the region’s investment industry is embracing change to build an investor-centric future
Justin Christopher, Head of Asia, Calastone
Published /
20 Nov 2023
Connect Forum London 2023: Preparing for the day after tomorrow
Edward Glyn, Managing Director - Head of Global Markets
Published /
01 Nov 2023
The importance of operational resilience
Michael Davies - Global Head of Operations
Published /
25 Oct 2023
Making tokenisation a reality through collaboration
Adam Belding, Chief Technology Officer
Published /
18 Oct 2023
Share class conversions in the spotlight
Published /
02 Oct 2023
What is tokenisation?
Adam Belding, Chief Technology Officer
Published /
28 Sep 2023
WHAT CAN FUNDS EXPECT AS THE CAPITAL MARKETS MOVE TO T+1?
Published /
06 Sep 2023
Q&A On Calastone ETF Servicing with Dave McGuinness, Product Director
Published /
06 Sep 2023
Time for asset managers to choose their tokenisation approach
Teresa Walker, Head of Australia and New Zealand
Published /
22 Aug 2023
Navigating settlement challenges for effective liquidity management in uncertain times
Teresa Walker, Head of Australia and New Zealand
Published /
14 Aug 2023
Tactics versus strategy
Brian Godins, Chief Commercial Officer
Published /
27 Jul 2023
Fund Forum 2023: The reinvention of asset management
Edward Glyn, Head of Global Markets
Published /
21 Jul 2023
Q&A on Calastone Reporting with Sharn Rai, Product Development Director
Sharn Rai, Product Development Director
Published /
13 Jul 2023
Adapting to change: The future of registry in Australia
Teresa Walker, Head of Australia and New Zealand
Published /
07 Jul 2023
The double-edged sword of regulatory oversight for fund automation in Asia
Justin Christopher, Head of Asia
Published /
03 Jul 2023
Is your MMF platform optimised?
Ed Lopez, President, Global Money Market Services
Published /
16 Jun 2023
Asset managers must think big on tokenisation
Edward Glyn - Head of Global Markets
Published /
13 Jun 2023
ESG inflows may be slowing, but the party is not over
Edward Glyn, Head of Global Markets
Published /
07 Jun 2023
Money market platforms: time for technology teams to get the tech right
Ed Lopez, President, Global Money Market Services
Published /
23 May 2023
Brazilian regulation shake-up presents huge opportunity for cross border investors and managers
William Brennan, Director
Published /
17 May 2023
Delivering alpha in a bear market through automation
Edward Glyn, Head of Global Markets
Published /
16 May 2023
Triggering transformation: How tokenisation is reshaping Asia’s investment universe
Justin Christopher, Managing Director - Head of Asia
Published /
11 Apr 2023
Funds industry continues to be plagued by CDSC inefficiencies despite surge in funds
Justin Christopher, Managing Director - Head of Asia
Published /
04 Apr 2023
Are APIs the future of treasury?
Ed Lopez, President, Global Money Market Services
Published /
27 Mar 2023
Heightened market risk and uncertainty intensifying the focus on settlements automation
Ross Fox, Managing Director, Head of UK & Europe
Published /
27 Mar 2023
Q&A With Yumi Yung, Director, on Calastone Contingent Deferred Sales Charge (CDSC)
Yumi Yung, Director, Calastone
Published /
24 Mar 2023
Bouncing back, leaping forward: the Australian funds landscape
Teresa Walker, Head of Australia and New Zealand
Published /
13 Mar 2023
Tokenisation: reducing costs and building alpha for tomorrow
Adam Belding, Chief Technology Officer
Published /
23 Feb 2023
A permanent priority: operational resilience in 2023
Michael Davies, Global Head of Operations
Published /
15 Feb 2023
Why treasury should care about APIs and why you shouldn’t be scared to ask if there is an alternative
Ed Lopez, President, Global Money Market Services
Published /
13 Feb 2023
The world’s innovation lab: outlook for 2023 in Asia
Justin Christopher, Head of Asia
Published /
25 Jan 2023
High-hanging fruit
Varun Atre, Chief Product Officer
Published /
24 Jan 2023
Embracing innovation in 2023 and beyond
Andrew Tomlinson, Chief Marketing Officer
Published /
18 Jan 2023
Technology Roundtable: Does asset management need full automation?
Edward Glyn, Head of Global Markets
Published /
17 Jan 2023
A moment of great change: the Asian fund industry’s race for the future
Justin Christopher, Head of Asia
Published /
14 Dec 2022
Australia’s future fund distribution: paths of opportunity
Teresa Walker, Head of Australia and New Zealand
Published /
09 Dec 2022
In 2022 the treasury world changed
Ed Lopez, President, Global Money Market Services
Published /
06 Dec 2022
Q&A on Calastone Share Class Conversions with Sharn Rai, Product Development Director
Sharn Rai, Product Manager
Published /
25 Nov 2022
The tokenisation revolution: beyond a piecemeal approach
Adam Belding, Chief Technology Officer
Published /
23 Nov 2022
Art of the possible
Ross Fox, Managing Director - Head of APAC
Published /
15 Nov 2022
The time is right to integrate treasury IT systems
Ed Lopez, President – Global Money Market Services
Published /
09 Nov 2022
Advocating for automation
Edward Glyn, Head of Global Markets
Published /
01 Nov 2022
Debating the pace of change in asset management
Andrew Tomlinson, Chief Marketing Officer
Published /
25 Oct 2022
The future of funds: charting a course into a digitised, tokenised world
Ross Fox, Head of APAC
Published /
19 Oct 2022
APIs to help remove risks to treasurers in changing landscape
Ed Lopez, Chief Revenue Officer
Published /
18 Oct 2022
Connect Forum London 2022: edging closer to tokenised investments
Andrew Tomlinson, Chief Marketing Officer
Published /
14 Oct 2022
ESG has stolen the show and still has plenty of curtain calls to come
Edward Glyn, Head of Global Markets
Published /
06 Oct 2022
Delivering the digital transformation of managed funds
Teresa Walker, Head of Australia and New Zealand
Published /
05 Oct 2022
Calastone 2022 Survey: Short-term investment concerns are rising
Ed Lopez, Chief Revenue Officer
Published /
20 Sep 2022
Managing corporate cash in challenging times
Ed Lopez, Chief Revenue Officer
Published /
20 Sep 2022
Tokenisation: Making it a reality
Adam Belding, Chief Technology Officer
Published /
20 Sep 2022
Have we reached peak mutual fund?
Edward Glyn, Head of Global Markets
Published /
16 Sep 2022
Automation sparking a new leap forward in Australian managed funds market
Teresa Walker, Head of Australia and New Zealand
Published /
15 Sep 2022
CELEBRATING OUR 10TH ANNIVERSARY IN AUSTRALIA
Infographic
Published /
01 Sep 2022
Roundtable: Developing the digital assets marketplace
Published /
22 Jul 2022
Funds for the next-gen
Varun Atre, Head of Product
Published /
21 Jul 2022
Investing gets personal: the future of fund products
Varun Atre, Head of Product
Published /
23 Jun 2022
From delivery mechanism to strategic lever: the future of fund distribution
Varun Atre, Head of Product
Published /
15 Jun 2022
Next steps in DLT: finding the right technology mix
Adam Belding, Chief Technology Officer
Published /
08 Jun 2022
Fund Forum 2022: Key insights
Edward Glyn, Head of Global Markets
Published /
26 May 2022
Solving the TMS implementation challenge
Ed Lopez, Chief Revenue Officer
Published /
11 May 2022
CONNECTING ASIA – HOW FUNDS SEE THE FUTURE OF DISTRIBUTION
Leo Chen, Head of Asia
Published /
10 May 2022
Roundtable: achieving personalisation at scale
Andrew Tomlinson, Chief Marketing Officer
Published /
03 May 2022
How Calastone and Microsoft are accelerating the digital transformation of the funds industry
Edward Glyn, Head of Global Markets
Published /
27 Apr 2022
Prepare now for new money market fund regulation
Ed Lopez, Chief Revenue Officer
Published /
14 Apr 2022
Thinking Global: Next Steps for Thailand’s Fund Industry as Investors Seek Foreign Exposure
Leo Chen, Head of Asia
Published /
17 Mar 2022
Infographic: Global Fund Flows 2022
Edward Glyn, Head of Global Markets
Published /
09 Mar 2022
Charting the future of fund administration and registry in Australia
Teresa Walker, Head of Australia and New Zealand
Published /
08 Mar 2022
Money Market Services In Person … with Ingmar Bergmann, former treasury leader at Ventient Energy – and treasurer at SK Partners
Ed Lopez, Chief Revenue Officer
Published /
02 Mar 2022
One direction for fund distribution
Edward Glyn, Head of Global Markets
Published /
22 Feb 2022
Why treasurers should make the most of tokenised funds and ETFs
Ed Lopez, Chief Revenue Officer
Published /
15 Feb 2022
For Taiwanese financial institutions, Calastone offers the fastest route to resilience
Leo Chen, Head of Asia
Published /
15 Feb 2022
How distributed ledger technology is unlocking the future for managed funds
Teresa Walker, Head of Australia and New Zealand
Published /
11 Feb 2022
Managing cash in a volatile world – the view from GSAM and Calastone
Ed Lopez, Chief Revenue Officer
Published /
02 Feb 2022
The changing face of fund admin and the tech behind it
Ed Lopez, Chief Revenue Officer
Published /
20 Jan 2022
Calastone Client Survey 2021 – key results
Published /
06 Jan 2022
THE TRANSFORMATION AGE: HOW ASIA’S INVESTMENT INDUSTRY IS ADAPTING FOR A DIGITAL FUTURE
Leo Chen, Head of Asia
Published /
06 Jan 2022
Investor choices and sentiment: How the funds market is evolving
Ed Lopez, Chief Revenue Officer
Published /
04 Jan 2022
Gulfs in automation across the world still dominate
Edward Glyn, Head of Global Markets
Published /
15 Dec 2021
2022 – the year of the strategic treasurer
Ed Lopez, Chief Revenue Officer
Published /
14 Dec 2021
Are you being microserved?
Adam Belding, Chief Technology Officer
Published /
25 Nov 2021
How Covid has kickstarted the move to automation in Asia
Leo Chen, Head of Asia
Published /
10 Nov 2021
THAI INVESTORS CONTINUE TO CHASE FOREIGN FUNDS
Leo Chen, Head of Asia
Published /
09 Nov 2021
Money Market Services in person……With Patrick Kunz, Treasury Management, Booking.com
Ed Lopez, Chief Revenue Officer
Published /
04 Nov 2021
The role of digital assets in the transformation of the funds industry
Adam Belding, Chief Technology Officer
Published /
02 Nov 2021
Fund transfer delays remain a big issue across Europe
Henning Swabey, Head of Continental Europe
Published /
22 Oct 2021
UK firms have upped their game on fund transfers – but have further to go
Ed Lopez, Chief Revenue Officer
Published /
22 Oct 2021
Smart robo-advisors are securing market share with canny tech partnerships that protect margins and enhance their offerings
Leo Chen, Managing Director - Head of Asia
Published /
17 Oct 2021
Why robo-advisors need to pull their weight if they wish to succeed in Asia
Leo Chen, Managing Director - Head of Asia
Published /
10 Oct 2021
Money Market Services in person……With Jeannot Jonas, Assistant Treasurer, Carrier Global Corporation
Ed Lopez, Chief Revenue Officer
Published /
04 Oct 2021
Q&A on Calastone Transfers with Sharn Rai, Product Development Director
Published /
29 Sep 2021
Wealth Management Connect: Waiting for the Floodgates to Open
Leo Chen, Managing Director - Head of Asia
Published /
01 Sep 2021
Money Market Services Q&A with Brian Duffy, Product Development, on how liquidity fund managers’ distribution is being transformed
Published /
26 Aug 2021
Broadening the digital asset marketplace
Adam Belding, Chief Technology Officer
Published /
17 Aug 2021
Where should fund administrators be investing?
Simon Keefe, Head of Product
Published /
09 Aug 2021
Distribution & technology: Solving the crypto puzzle
Simon Keefe, Head of Product
Published /
29 Jul 2021
Money Market Services Q&A with Brian Duffy, Product Development, on how the liquidity fund investor experience is being transformed
Published /
28 Jul 2021
Q&A on Calastone Order Routing with Sharn Rai, Product Development Director
Published /
21 Jul 2021
Severe but plausible – the shifting operational resilience paradigm
Stephen Leggett, Chief Operating Officer
Published /
20 Jul 2021
Thailand’s policy-powered ESG movement and what it means for asset managers
Becky Chiu, Director - Client Relationship Management, Asia
Published /
01 Jul 2021
Driving digital transformation and the role of asset servicers
Simon Keefe, Head of Product
Published /
30 Jun 2021
Money Market Services in person……with François Masquelier, Simply Treasury, ATEL, EACT
Ed Lopez, Chief Revenue Officer
Published /
23 Jun 2021
How Thai mutual funds can build true cross-border platforms
Becky Chiu, Director - Client Relationship Management, Asia
Published /
22 Jun 2021
ASIA’S ESG INVESTMENT INDUSTRY: CATCHING UP FAST
Leo Chen, Managing Director - Head of Asia
Published /
03 Jun 2021
Will ESG investment change the treasury mindset?
Published /
26 May 2021
The new frontier: The changing face of operations in Switzerland
Published /
19 May 2021
Infographic: Passives and ESG funds go global
Published /
29 Apr 2021
Money Market Services in person… with Reyer Kooy, Managing Director at DWS
Ed Lopez, Chief Revenue Officer
Published /
28 Apr 2021
A new paradigm: the future of fund administration
Dan Kramer, Vice Chair, Calastone
Published /
15 Apr 2021
Active funds in Australia land some punches in fight to attract new cash
Edward Glyn, Head of Global Markets, Calastone
Published /
08 Apr 2021
Passive funds build on their momentum
Edward Glyn, Head of Global Markets
Published /
06 Apr 2021
Q&A with Anthony Conway on Calastone Wrap Reporting
Anthony Conway, Product Manager, Calastone
Published /
29 Mar 2021
Q&A with Paul Elflain, Global Head of DMI Sales, on DMI Fund Services for fund administration
Published /
22 Mar 2021
Q&A on DMI Fund Services for fund administration
Published /
22 Mar 2021
Money Market Services in person… with Paul Przybylski, global head of product strategy and client service at JP Morgan Asset Management
Ed Lopez, Chief Revenue Officer
Published /
08 Mar 2021
Risk, Data and Cash Management: re-tooling for a resilient future
Published /
24 Feb 2021
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
The human touch: Personalisation, education and “easibility”
Andrew Tomlinson, Chief Marketing Officer
Published /
09 Feb 2021
Money Market Services in person – with Peter Crane, Founder, Crane Data
Ed Lopez, Chief Revenue Officer
Published /
27 Jan 2021
Brexit and the year ahead: Moving into recovery mode
Edward Glyn, Head of Global Markets
Published /
19 Jan 2021
Money market funds in uncertain times: Five takeaways to keep in mind as we enter 2021
Ed Lopez, Chief Revenue Officer
Published /
06 Jan 2021
Reducing friction; adding value to end-users – how innovation is reshaping the funds industry
Andrew Tomlinson, Chief Marketing Officer
Published /
06 Jan 2021
Looking towards 2021: the new world of asset management is here
Ed Lopez, Chief Revenue Officer
Published /
06 Jan 2021
OUT OF THE LOOP: WHY TRADITIONAL WEALTH MANAGERS NEED TO UP THEIR GAME
Leo Chen, Managing Director - Head of Asia
Published /
17 Dec 2020
Money Markets into 2021: What do experts think?
Ed Lopez, Chief Revenue Officer
Published /
09 Dec 2020
Growing the pie: Attracting new investors to funds
Andrew Tomlinson, Chief Marketing Officer
Published /
26 Nov 2020
Tokenisation – getting closer as we enter 2021
Adam Belding, Chief Technology Officer
Published /
18 Nov 2020
Infographic: Evolving money markets
Published /
11 Nov 2020
Go Green, Go Digital or Go Home – Fund Forum International 2020
Andrew Tomlinson, Chief Marketing Officer
Published /
29 Oct 2020
How tokenisation could give investing a sustainable future in Asia and beyond
Leo Chen, Managing Director - Head of Asia
Published /
20 Oct 2020
How treasurers can solve the ‘swivel chair problem’
Simon Keefe, Head of Product
Published /
14 Oct 2020
What will we save by going green?
Edward Glyn, Head of Global Markets
Published /
13 Oct 2020
Automation nation: why treasurers are demanding real-time connectivity in money-market funds
Ed Lopez, Chief Revenue Officer
Published /
01 Oct 2020
Can your business model handle the accelerating pace of change?
Leo Chen, Managing Director - Head of Asia
Published /
29 Sep 2020
Covid prompts asset managers to accelerate change
Ed Lopez, Chief Revenue Officer
Published /
28 Sep 2020
Lack of automation hampers money management during Covid-19
Ed Lopez, Chief Revenue Officer
Published /
24 Aug 2020
Infographic: Australian survey reveals need of automation for asset transfers
Published /
13 Aug 2020
Funds survey puts spotlight on transfer delays – and the risks they bring to market stakeholders
Ross Fox, Managing Director - Head of Australia and New Zealand
Published /
05 Aug 2020
Infographic: Technology is challenging the distribution chain
Published /
20 Jul 2020
Automation in MMFs is now a must-have, say treasurers
Ed Lopez, Chief Revenue Officer
Published /
15 Jul 2020
Money markets plan for post-pandemic resilience
Ed Lopez, Chief Revenue Officer
Published /
25 Jun 2020
Millennials in Malaysia: An opening emerges for asset managers
Leo Chen, Managing Director - Head of Asia
Published /
23 Jun 2020
If we just live in the present, we will be left behind
Andrew Tomlinson, Chief Marketing Officer
Published /
22 Jun 2020
Accelerating automation in Malaysia’s funds industry
Leo Chen, Managing Director - Head of Asia
Published /
16 Jun 2020
New world of funds – where agility and resilience count
Henning Swabey, Head of Continental Europe
Published /
09 Jun 2020
Making tokens tangible
Adam Belding, Chief Technology Officer
Published /
08 Jun 2020
Tech will ‘democratise’ wealth management
Edward Glyn, Head of Global Markets
Published /
04 Jun 2020
Tokenisation – seeking standardisation through collaboration
Adam Belding, Chief Technology Officer
Published /
02 Jun 2020
The rise of ESG funds: post-webinar Q&A with Calastone’s Josh Wade
Josh Wade, Associate Director, Product Development
Published /
01 Jun 2020
ESG investing: Momentum building towards the new normal
Edward Glyn, Head of Global Markets
Published /
13 May 2020
Automation matters more than ever in the liquidity markets
Edward Lopez, Chief Revenue Officer
Published /
06 May 2020
Asset management: meeting the millennial challenge
Leo Chen, Managing Director - Head of Asia
Published /
24 Apr 2020
Building operational resilience in the funds chain
Stephen Leggett, Chief Operating Officer
Published /
22 Apr 2020
Digitalising distribution: If you don’t, someone else just might
Ed Lopez, Chief Revenue Officer
Published /
08 Apr 2020
Tokenisation – insights from across the funds industry
Ed Lopez, Chief Revenue Officer
Published /
23 Mar 2020
Driving change to avoid disruption
Ross Fox, Managing Director - Head of Australia and New Zealand
Published /
05 Mar 2020
Making every basis point count for corporate treasurers
Dan Kramer, Vice Chairman
Published /
02 Mar 2020
Moving platforms is about to get easier
Ed Lopez, Chief Revenue Officer
Published /
26 Feb 2020
Tough times for UK funds
Edward Glyn, Head of Global Markets
Published /
19 Feb 2020
Disrupting Australian funds: how the industry is turning to new tech
Ross Fox, Managing Director - Head of Australia and New Zealand
Published /
31 Jan 2020
Winning the trust of Australian millennials
Ross Fox, Managing Director - Head of Australia and New Zealand
Published /
31 Jan 2020
Asian fund distributors are asking for help – but are we listening?
Ed Lopez, Chief Revenue Officer
Published /
21 Jan 2020
Responding to challenges in 2020
Ed Lopez, Chief Revenue Officer
Published /
20 Jan 2020
Australian millennials and investing: a global comparison
Ross Fox, Managing Director - Head of Australia and New Zealand
Published /
02 Dec 2019
European millennials and investing: a global comparison
Andrew Tomlinson, Chief Marketing Officer
Published /
24 Oct 2019
Will Thai investors return to foreign funds if the price is right?
Becky Chiu, Director - Asia
Published /
22 Oct 2019
Time to change the way the liquidity market works
Ed Lopez, European Revenue Officer
Published /
15 Oct 2019
Insights from our London Connect Forum
Andrew Tomlinson, Chief Marketing Officer
Published /
15 Oct 2019
Thai millennials – a new frontier for fund managers
Becky Chiu, Director - Asia
Published /
14 Oct 2019
Big techs entering asset management: is regulation really a barrier to entry?
Andrew Tomlinson, Chief Marketing Officer
Published /
08 Oct 2019
New technology with a new look
Andrew Tomlinson, Chief Marketing Officer
Published /
01 Oct 2019
The benefits of singing in harmony
Vince Lucey, Head of Product
Published /
03 Sep 2019
Harnessing technology to build a brighter future for investors and the funds industry
Ross Fox, Managing Director - Head of Australia and New Zealand
Published /
16 Jul 2019
Fund transfers – the new route to service alpha?
Henning Swabey - Head of Continental Europe
Published /
11 Jul 2019
Insights from Fund Forum International 2019
Andrew Tomlinson, Chief Marketing Officer
Published /
09 Jul 2019
Virtual banking in Hong Kong takes off
Leo Chen, Managing Director - Head of Asia
Published /
08 Jul 2019
L’impatto della tecnologia sui fondi comuni di investimento
Cristiano Moruzzo, Director - Head of Italy
Published /
02 Jul 2019
Infographic – UK millennials’ approaches and attitudes to investing
Published /
02 Jul 2019
The future of DLT regulation
Vince Lucey, Managing Director, Innovation & Change
Published /
12 Jun 2019
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
The rise of big tech in asset management
Stephen Leggett, Chief Operating Officer
Published /
05 Feb 2019
Top three financial technologies to watch in 2019
Leo Chen, Managing Director, Head of Asia
Published /
01 Feb 2019
Looking towards 2019: Key events to shape the funds industry
Stephen Leggett, Chief Operating Officer
Published /
11 Jan 2019
Australian funds on the cusp of change
Ross Fox, Acting Head of Australia and New Zealand
Published /
03 Jan 2019
Steering disruption in funds
Ross Fox, Head of Australia and New Zealand
Published /
10 Dec 2018
Women in Asset Servicing network
Kate Webber, Head of Product Development
Published /
29 Nov 2018
Calastone successfully completes upgrade of SWIFT infrastructure
Stephen Leggett, Chief Operating Officer
Published /
21 Nov 2018
Real-life solution
Vince Lucey, Managing Director, Innovation & Change
Published /
16 Oct 2018
First digital distribution steps: Asset managers take the initiative
Jon Willis, Chief Industry Officer
Published /
03 Oct 2018
Casting a wider net – Funds Global Asia interview with Leo Chen
Leo Chen, Managing Director, Head of Asia
Published /
22 Aug 2018
Digitising funds distribution in Hong Kong
Leo Chen, Managing Director, Head of Asia
Published /
10 Aug 2018
Why the Royal Commission feels at odds with the times
Sarah Hayward, Managing Director, Australia and New Zealand
Published /
07 Aug 2018
Technology and Regulation: Rapidly Reforming the Funds Industry
Leo Chen, Managing Director, Head of Asia
Published /
27 Jul 2018
Calastone Dividends Q&A with Sharn Rai, Product Development Director
Simon Keefe, Product Development Director
Published /
17 Jul 2018
Fund Forum Berlin 2018: The evolving role of blockchain in funds
Andrew Tomlinson, Chief Marketing Officer
Published /
09 Jul 2018
Continental shift – Funds Europe interview with Henning Swabey
Henning Swabey, Head of Continental Europe
Published /
13 Jun 2018
Webinar recording and presentation slides: The impact of technology and regulation for funds
Published /
23 May 2018
Is there life after regulation?
Jon Willis, Chief Industry Officer
Published /
21 May 2018
Interview with Z-BEN Advisors on changing fund landscape in China
Leo Chen, Managing Director - Head of Asia
Published /
17 May 2018
Delivering efficiencies in distribution through blockchain
Jon Willis, Chief Commercial Officer
Published /
04 Apr 2018
Driving fund distribution in Asia
Leo Chen, Managing Director - Head of Asia
Published /
12 Mar 2018
Video: Calastone Operations team
Stephen Leggett, Head of Global Operations
Published /
07 Mar 2018
Preparing for digital fund distribution: how blockchain can save billions for the funds industry
Ken Tregidgo, Deputy Chief Executive Officer
Published /
06 Mar 2018
Webcast recording: The opportunity of blockchain for funds
Published /
01 Mar 2018
2018: The year of executing radical change
Jon Willis, Chief Commercial Officer
Published /
25 Jan 2018
Once around the blockchain: Funds Europe interview with Ken Tregidgo
Ken Tregidgo, Deputy Chief Executive Officer
Published /
18 Jan 2018
2018: A year of optimism for the global fund industry
Leo Chen, Managing Director - Head of Asia
Published /
11 Jan 2018
Challenges and drivers for FinTech in asset management
Ken Tregidgo, Deputy Chief Executive Officer
Published /
04 Jan 2018
Calastone white paper ‘The accelerating power of technology: lessons for the future of fund distribution’ expanded to include further evidence
Published /
14 Dec 2017
New SWIFT ISO 20022 v4 messages now being processed by Calastone
Stephen Leggett, Head of Global Operations
Published /
30 Nov 2017
Careful what you wish for in the era of mega platforms
Sarah Hayward, Managing Director - Head of Australia and New Zealand
Published /
13 Nov 2017
Riding the passport wave across Asia
Leo Chen, Managing Director - Head of Asia
Published /
03 Nov 2017
Distributed ledger technology and the future of the mutual funds market
Ken Tregidgo, Deputy Chief Executive Officer
Published /
27 Oct 2017
Operations: the key to the success of the Calastone Transaction Network
Michael Davies, Operations Director
Published /
26 Oct 2017
A brave new world: Funds Europe interview with Ken Tregidgo
Ken Tregidgo, Deputy Chief Executive Officer
Published /
23 Oct 2017
How to deal with disruption (hint: find leaders who know about tech)
Sarah Hayward, Managing Director - Head of Australia and New Zealand
Published /
20 Sep 2017
Managing disruption: leveraging technologists at the top
Jon Willis, Chief Commercial Officer
Published /
18 Sep 2017
Build it and they will come… eventually
Sarah Hayward, Managing Director - Head of Australia and New Zealand
Published /
14 Aug 2017
Targeted delivery: Leveraging the data opportunity in fund distribution
Leo Chen, Managing Director - Head of Asia
Published /
07 Aug 2017
Leading change: Is Asian corporate leadership equipped to navigate technology disruption?
Leo Chen, Managing Director - Head of Asia
Published /
17 Jul 2017
Fund Forum International 2017: A summary
Jon Willis, Chief Commercial Officer
Published /
05 Jul 2017
Calastone Connect Forum London: Blockchain, cost reduction and the rise of passive funds
Jon Willis, Chief Commercial Officer
Published /
22 Jun 2017
Calastone Connect Forum London: Disruption, distribution and data
Jon Willis, Chief Commercial Officer
Published /
15 Jun 2017
Calastone successfully completes first phase of blockchain distributed market infrastructure PoC for the funds industry
Ken Tregidgo, Deputy Chief Executive Officer
Published /
12 Jun 2017
Fund Forum Asia: A Summary
Leo Chen, Managing Director - Head of Asia
Published /
15 May 2017
The power of partnership – asset managers and FinTechs embrace
Edward Glyn, Managing Director, Head of Global Relationship Management
Published /
04 May 2017
Big changes coming to managed funds: Calastone Connect Forum
Sarah Hayward, Managing Director - Head of Australia
Published /
25 Apr 2017
How robo-advice could reshape fund management in APAC
Leo Chen, Managing Director - Head of Asia
Published /
19 Apr 2017
SWIFT ISO 20022 upgrade: Are you ready?
Stephen Leggett, Head of Global Operations
Published /
30 Mar 2017
Calastone’s New Zealand expansion accelerating
Sarah Hayward, Managing Director - Head of Australia and New Zealand
Published /
02 Mar 2017
MiFID II: the clock is ticking
Rob Swan, Managing Director and Head of Data Services
Published /
31 Jan 2017
What a difference a new year makes
Jon Willis, Chief Commercial Officer
Published /
31 Jan 2017
Calastone’s operational resilience: managing incidents and operational capacity
Stephen Leggett, Head of Global Operations
Published /
30 Jan 2017
Opportunity in chaos: Asset managers turn to fintech as marketplace evolves
Sebastien Chaker, Managing Director - Head of Asia
Published /
12 Jan 2017
Calastone network now reached over 10,000 trading links worldwide
Jon Willis, Chief Commercial Officer
Published /
22 Sep 2016
Brexit and MiFID II: What it means for financial services
Jon Willis, Chief Commercial Officer
Published /
13 Sep 2016
Lessons learned point to healthy prospects for MRF
Sebastien Chaker, Managing Director - Head of Asia
Published /
07 Sep 2016
Calastone Trade Notification: Q&A with Kate Webber, Head of Product Development
Kate Webber, Head of Product Development
Published /
24 Aug 2016
MiFID II: where next for distribution?
Rob Swan, Managing Director and Head of Data Services
Published /
27 Jul 2016
MiFID II: what should fund managers be thinking about?
Rob Swan, Managing Director and Head of Data Services
Published /
20 Jul 2016
The “Secret Sauce” to Success in China under the Mutual Recognition of Funds Program
Sebastien Chaker, Managing Director - Head of Asia
Published /
17 Jul 2016
The Risk of Regulatory Arbitrage
Rob Swan, Managing Director and Head of Data Services
Published /
13 Jul 2016
The impact of MiFID II delays
Rob Swan, Managing Director and Head of Data Services
Published /
05 Jul 2016
Asia Region Funds Passport – a simple yet significant start
Sarah Hayward, Managing Director - Head of Australia and New Zealand
Published /
30 Jun 2016
MRF opportunities still to be realised
Sebastien Chaker, Managing Director - Head of Asia
Published /
06 Jun 2016
Calastone’s operational resilience: the importance of business continuity planning
Stephen Leggett, Head of Global Operations
Published /
28 Apr 2016
MiFID II Delegated Acts will challenge global fund distributors
Rob Swan, Managing Director and Head of Data Services
Published /
19 Apr 2016
Understanding the implications of MiFID II – seminar summary
Rob Swan, Managing Director and Head of Data Services
Published /
02 Dec 2015
MiFID II and Fund Distributors: The Challenge Ahead
Rob Swan, Managing Director and Head of Data Services
Published /
29 Oct 2015
MRF update: A single connection for fund distribution in China
Sebastien Chaker, Managing Director - Head of Asia
Published /
22 Sep 2015
Fund distribution in China: Are you ready for MRF?
Sebastien Chaker, Managing Director - Head of Asia
Published /
29 Jun 2015
Momentum of a pipe dream: the operational challenges of Asian fund passports
Sebastien Chaker, Managing Director - Head of Asia
Published /
03 Jun 2015
Fund Flow Index
See all
TIDE OF OUTFLOWS IN UK EQUITIES SLACKENS TO SLOWEST IN THREE YEARS AS UK OPTIMISM GROWS
Published /
06 Aug 2024
June tops off a record six months for equity fund inflows as investors focus on rate cuts
Published /
03 Jul 2024
AFTER A RED-HOT START TO 2024 FUND INFLOWS COOLED DRAMATICALLY IN MAY
Published /
06 Jun 2024
Record ISA Season: Booming Inflows to Equity Funds Soar to 5x 2023 level
Published /
08 May 2024
Record inflows to equity funds in Q1 as 2024 starts with a bang
Published /
04 Apr 2024
US MARKET RALLY DRIVES SURGING INFLOWS TO EQUITY FUNDS
Published /
05 Mar 2024
BULLISH INVESTORS FLOOD BACK TO EQUITY FUNDS AT THE FASTEST RATE IN THREE YEARS
Published /
07 Feb 2024
Investor risk appetite surged in December, but safe-haven money markets and fixed income funds were the big winners in 2023
Published /
09 Jan 2024
Calmer markets tempt tentative investors back to funds after months of outflows
Published /
06 Dec 2023
STORMY MARKETS DRIVE FLIGHT OUT OF ALL MAIN ASSET CLASSES AND INTO MONEY MARKET HAVENS
Published /
07 Nov 2023
Global market turmoil drives weakest start to financial year in five years for managed fund flows
Published /
10 Oct 2023
VOLATILE BOND MARKETS DRIVE FLIGHT FROM EQUITY FUNDS
Published /
05 Oct 2023
Investors piled out of equities and bonds in august and into safe-haven money market funds
Published /
05 Sep 2023
UK investors shun stockmarket rally in favour of interest-bearing assets
Published /
03 Aug 2023
Australian investors flee managed equity funds at record speed for the safety of fixed income and cash
Published /
10 Jul 2023
High yields and safe havens prove irresistible to investors as switch from equities to fixed income intensifies
Published /
05 Jul 2023
Investors looked for safe havens in May as economic threats intensified
Published /
06 Jun 2023
INVESTORS CHARGE BACK INTO EQUITY FUNDS AT FASTEST PACE IN TWO YEARS
Published /
04 May 2023
Nervous investors pulled capital from equity funds in Q1 at fastest rate since pandemic began
Published /
11 Apr 2023
Cash flows back to equity funds at fastest rate since December 2021 as optimism returns
Published /
05 Apr 2023
Sagging equity prices spur accelerating fund outflows as investors switch to fixed income
Published /
07 Mar 2023
UK’S AILING IMAGE PROMPTS BIG SWITCH AWAY FROM UK-FOCUSED EQUITY FUNDS WHILE HIGHER YIELDS TEMPT INVESTORS INTO BONDS
Published /
07 Feb 2023
Inflation and higher interest rates sharply curbed investor enthusiasm for all asset classes in 2022
Published /
23 Jan 2023
2022 saw record outflows from equity funds
Published /
05 Jan 2023
Bond market rally sparks flood of fund inflows – but investors shun the UK
Published /
07 Dec 2022
Large outflows from UK-focused equity funds staunched as government stabilises
Published /
03 Nov 2022
Australian investors bought into the bear market trap in Q3
Published /
12 Oct 2022
Market turmoil drives record outflow from equity funds
Published /
05 Oct 2022
INVESTORS IN RECORD FLIGHT FROM EQUITY FUNDS DURING AUGUST BEAR-MARKET RALLY
Published /
05 Sep 2022
VOLATILE MARKETS PROMPT FLIGHT FROM EQUITY FUNDS IN JULY AS INVESTORS LOOK TO SHED RISK
Published /
04 Aug 2022
Fund Flows in a Bear Market
Published /
12 Jul 2022
UK-FOCUSED EQUITY FUNDS PUMMELLED IN MAY AS INVESTORS LOOK FOR SAFE HAVENS
Published /
07 Jun 2022
INVESTORS SOUGHT OUT SAFE HAVENS IN APRIL, AMID RECORD SELLING OF UK EQUITIES FUNDS
Published /
04 May 2022
FUND INFLOWS DROP SHARPLY IN Q1 AS INVESTOR ENTHUSIASM COOLS – BUT FUNDS FOCUSED ON AUSTRALIA PROVE MORE RESILIENT
Published /
11 Apr 2022
RUSSIAN INVASION OF UKRAINE SPARKS BIGGEST FLIGHT FROM EQUITY FUNDS SINCE BREXIT VOTE
Published /
07 Apr 2022
Surging inflation and the outbreak of war in Europe prompt sharp shift in fund flows
Published /
03 Mar 2022
ESG Fund Inflows Boom in Australia in 2021
Published /
27 Feb 2022
UK-focused funds hit with record outflows in January as buyers go on strike
Published /
03 Feb 2022
Cash-rich Australian investors ploughed record new capital into managed funds in 2021
Published /
24 Jan 2022
Confidence and cash – betting on the global recovery
Published /
19 Jan 2022
Investors dismiss Omicron risk in December, pushing full-year equity inflows to record levels for 2021
Published /
06 Jan 2022
Investors give thumbs down to equity funds as Omicron bursts on to the scene
Published /
08 Dec 2021
Passive funds suffer their worst month of outflows on record
Published /
03 Nov 2021
Australians plough record new capital into funds in the third quarter
Published /
12 Oct 2021
UK’s September turmoil sparks flight from UK equity funds as outflows hit second-worst month on record
Published /
05 Oct 2021
Active funds ride the post-vaccine wave while appetite for index funds slows
Published /
07 Sep 2021
ESG funds accounted for 90% of inflows in July as the ESG gold rush saw its second-best month on record
Published /
11 Aug 2021
Lockdown nerves cool Australian appetite for domestic equity funds
Published /
19 Jul 2021
Record inflows to equity funds in Q2 2021, though investors are starting to show signs of nervousness
Published /
13 Jul 2021
Spread of Delta variant dampened enthusiasm for UK equities in May though overall fund inflows elsewhere remained near record levels
Published /
09 Jun 2021
Equity funds see record inflows as investors target vaccine hotspots in high hopes for post-pandemic boom
Published /
12 May 2021
Australian investors pump billions into equity funds as hopes rise for an end to the pandemic
Published /
25 Apr 2021
ISA season sees record inflows for equity funds
Published /
08 Apr 2021
Tidal Forces – Can active funds fight the passive flows?
Published /
16 Mar 2021
Signs of post-pandemic recovery see UK equity funds enjoy inflows for the first time in eight months
Published /
04 Mar 2021
January blues cause investors to shun equity funds as surging coronavirus pandemic prompts tighter curbs around the world
Published /
04 Feb 2021
Vaccine optimism sees equity fund inflows surge to 5-year high in Q4
Published /
13 Jan 2021
Vaccine news drives huge inflows to equity funds as investor appetite for risk soars
Published /
09 Dec 2020
Lockdown and Brexit brinkmanship punish UK-focused funds
Published /
04 Nov 2020
Equity fund inflows picked up in September, but investors are nervous
Published /
08 Oct 2020
FFI Special Report: Bond markets floating on central bank liquidity attract risk-averse investors to fixed income funds
Published /
21 Sep 2020
Resurgent Brexit jitters and economic hit from Covid-19 cause unmatched outflows from UK equity funds
Published /
08 Sep 2020
Global ESG funds see highest inflows on record, giving hope for active managers as equity funds overall suffer outflows in July
Published /
10 Aug 2020
June sees highest ever outflows on record for UK equity funds as investors cash in profits following rally in the stock markets
Published /
07 Jul 2020
Equity funds saw strong inflows in early May, though confidence switched to caution as the month went on
Published /
03 Jun 2020
Woke British Investors Drive Unprecedented Demand for ESG Funds
Published /
20 May 2020
Inflows to equity funds hit record high in April as investors bought into the market rally
Published /
06 May 2020
COVID-19 crushes mutual funds causing record outflows and a bond rout, while passive funds see unprecedented inflows
Published /
06 Apr 2020
Coronavirus crash prompts record flood of fund outflows in the last five days of February
Published /
04 Mar 2020
Tough times for UK funds
Published /
19 Feb 2020
Equity fund flows hit as coronavirus saps confidence
Published /
11 Feb 2020
Fund Flow Index – 2019: A year in review
Published /
24 Jan 2020
December 2019 sees largest ever inflow into UK equity funds thanks to Conservative Party’s landslide election victory
Published /
07 Jan 2020
UK general election campaign drives strong inflows to UK equity funds, but Labour manifesto spooked investors
Published /
05 Dec 2019
Brexit deal drives flurry of optimism among investors, but sentiment remained fragile in October
Published /
06 Nov 2019
Active equity funds suffer worst ever outflows in Q3, beaten hands down by index funds, and investors continue flight to safety
Published /
03 Oct 2019
Plunging investor confidence pushes August fund flows to near three-year lows, and both equity and property funds see strong outflows
Published /
04 Sep 2019
Investors rush for the exit as no-deal Brexit looms, while offshore havens see strong inflows
Published /
07 Aug 2019
Index funds celebrate record inflows, while active managers suffer record outflows
Published /
04 Jul 2019
Rising global risks cause investor flight to safety, but UK equity funds buck the trend
Published /
06 Jun 2019
Inflows into bonds rise as risk-averse investors shun equities for safer investments
Published /
09 May 2019
Brexit drives £62bn offshore as UK fund investors flee to Dublin and Luxembourg
Published /
10 Apr 2019
Buyers of equity funds sit on their hands for fourth month, but UK-focused funds buck the trend
Published /
04 Apr 2019
Investors sell out of equity funds for the first time in over two years
Published /
07 Mar 2019
Fund flows turn positive in January, but underlying trend is weak with ongoing uncertainty directing £57bn of funds offshore
Published /
11 Feb 2019
2018 sees fund inflows fall by a third, with December the worst month since October 2016
Published /
07 Jan 2019
Fund inflows bounce back in November, but investors are skittish
Published /
10 Dec 2018
UK investors take fright at volatile markets, while Brexit drives surge in flow of funds offshore
Published /
12 Nov 2018
Research and White papers
See all
NAVIGATING THE FUTURE OF ETFS
Published /
08 Jul 2024
A New ETF Asset Servicing Paradigm Emerges
White paper
Published /
13 Mar 2024
Global fund flows: All eyes on bonds
Research report
Published /
30 Jan 2024
Getting to grips with tokenisation
Research Report
Published /
13 Nov 2023
The way forward for share class conversions
White paper
Published /
03 Nov 2023
Manual settlement processes continue to plague industry and impact payment times
White paper
Published /
25 Aug 2023
Practically applying tokenisation in asset management
White paper
Published /
10 May 2023
Global fund automation caught between future and past
Research report
Published /
17 Mar 2023
LATE CASH SETTLEMENTS AND LONG TRADE-TO-PAYMENT RECONCILIATIONS PROCESS DENTING BOTTOM LINE OF UK FUND FIRMS
White paper
Published /
06 Mar 2023
THE TREASURER’S GUIDE TO APIS
White paper
Published /
23 Feb 2023
2022 Global Fund Flows Report – Fighting the bear
Research report
Published /
08 Feb 2023
Global Liquidity Barometer 2022
Research report
Published /
12 Jul 2022
Fund Flows in a Bear Market
Published /
12 Jul 2022
The Future of Fund Management
White paper
Published /
10 May 2022
Confidence and cash – betting on the global recovery
Research report
Published /
19 Jan 2022
Stuck in the slow lane: Treasurers demand digitalisation in money market funds
Research report
Published /
12 Jan 2022
THE FUTURE OF CASH INVESTING: A CANDID TREASURY PERSPECTIVE
Research report
Published /
12 Jan 2022
The future of distribution part 2 – Connectivity, Access and Onboarding
Research report
Published /
08 Nov 2021
The future of distribution part 1 – Fund managers and their digital priorities
Research report
Published /
28 Oct 2021
The Future of Fund Administration
White paper
Published /
29 Sep 2021
Are you ready for a post-pandemic surge in investor confidence?
Research report
Published /
23 Aug 2021
LATE CASH SETTLEMENTS CONTINUE TO PLAGUE GLOBAL FUNDS INDUSTRY
Research report
Published /
20 Jul 2021
FUND TRANSFER DELAYS CAUSED BY LACK OF INDUSTRY COLLABORATION AND AUTOMATION
Research report
Published /
13 Jul 2021
Tidal Forces – Can active funds fight the passive flows?
Research report
Published /
16 Mar 2021
Digital transformation and fund distribution in Australia
Research Report
Published /
05 Jan 2021
Global investor behaviours and attitudes: A cross-generational overview
Research report
Published /
11 Nov 2020
Money market funds in uncertain times: Investors demand digitalisation and resilience
White paper
Published /
24 Sep 2020
Calastone: Tracking global fund flows
Research report
Published /
21 Sep 2020
Digital engagement and fund distribution in Asia
Research Report
Published /
02 Sep 2020
Fast forward to the new normal: An analysis of the increasing role of technologists in UK business
Research report
Published /
25 Aug 2020
AUSTRALIAN FUNDS SURVEY REVEALS SCALE OF DELAYS WITH MANUAL TRANSFERS
Research Report
Published /
06 Aug 2020
Are you ready for virtual banking?
Research Report
Published /
30 Jun 2020
The changing face of fund distribution
Research Report
Published /
25 Mar 2020
Tokenisation – a new concept in investing
Adam Belding, CTO, Calastone
Published /
18 Feb 2020
Fund Flow Index – 2019: A year in review
Published /
24 Jan 2020
THE IMPACT OF TECHNOLOGY ON INVESTMENT FUNDS (Australia)
Research Report
Published /
09 Dec 2019
THE IMPACT OF DIVIDENDS PROCESSING DELAYS ON FUND BRANDS
Research Report
Published /
25 Nov 2019
THE IMPACT OF TECHNOLOGY ON INVESTMENT FUNDS
Research Report
Published /
04 Oct 2019
The shape of the funds industry in 2030
White Paper
Published /
11 Sep 2019
The impact of technology on funds – creating business opportunity through innovation (Asia)
Research Report
Published /
01 Jul 2019
Millennials and investing: a detailed look at approaches and attitudes across the globe
Research Report
Published /
18 Jun 2019
Distributed Ledger Technology: What does blockchain have in store for the funds industry?
White Paper
Published /
17 Jan 2019
Australia Edition: The impact of technology and regulation on funds
Published /
23 Nov 2018
Calastone Fund Flow Index – November 2018
Research Report
Published /
12 Nov 2018
Asia Edition: The impact of technology and regulation on funds
Asia Research Report
Published /
05 Jul 2018
The impact of technology and regulation on funds
Research Report
Published /
20 Apr 2018
The position of technologists at the top of UK companies in 2018
Research Report
Published /
17 Apr 2018
The Total Economic Impact of Calastone On The Global Mutual Funds Market
Research Report
Published /
21 Feb 2018
FinTech for Asset Management panel discussion
Webinar Recording
Published /
16 Nov 2017
Distribution state-of-the-nation: Exploring a changing landscape for funds – Australia edition
Research Report
Published /
11 Oct 2017
The accelerating power of technology: lessons for the future of fund distribution in Australia and New Zealand
White Paper
Published /
13 Aug 2017
Distribution state-of-the-nation – trends affecting the evolution of fund distribution across Europe and Asia
Research Report
Published /
12 Jun 2017
The digital fund distribution revolution: opportunity through change
White Paper
Published /
12 Jun 2017
The accelerating power of technology: lessons for the future of fund distribution in Asia
White Paper
Published /
11 May 2017
The accelerating power of technology: lessons for the future of fund distribution
White Paper
Published /
15 Nov 2016
MiFID II and the Changing Face of Distribution
Research Report
Published /
14 Jun 2016
Customer stories
See all
Case study: NZX Wealth Technologies
Case study: WeLab Bank
Celebrating 10 years in Australia
Client video: Netwealth Investments Limited
Videos and webinars
See all
Fund Flow Index – August 2024
Edward Glyn, Head of Global Markets
Published /
20 Aug 2024
Podcast: The future of money market funds
Dominic de Lisle, Content & Communications Director
Published /
24 Jul 2024
Edward Glyn’s interview at IMpower incorporating Fund Forum 2024
Published /
15 Jul 2024
Brian Godins’s interview at IMpower incorporating Fund Forum 2024
Published /
12 Jul 2024
Podcast: The changing face of ETF servicing
Dominic de Lisle, Content & Communications Director
Published /
04 Jun 2024
Webinar recording: Innovating the Primary Market: Unlocking Tech Potential in ETF Servicing
Published /
22 May 2024
Webinar recording: Tokenisation’s regulatory landscape: A global overview and the path forward
Published /
21 May 2024
Fund Flow Index – May 2024
Published /
17 May 2024
Fund Flow Index – April 2024
Published /
15 Apr 2024
Webinar recording: Understanding investor behaviour through fund flows
Published /
02 Apr 2024
Webinar recording: Bringing greater automation to share class conversions
Published /
02 Apr 2024
Webinar recording: Settlements Automation for Funds
Published /
02 Apr 2024
Fund Flow Index – March 2024
Published /
15 Mar 2024
Podcast: 2023 fund flows – assessing the global economic outlook
Dominic de Lisle, Content & Communications Director
Published /
27 Feb 2024
Fund Flow Index – February 2024
Published /
16 Feb 2024
Podcast: Operational Resilience in 2024
Dominic de Lisle - Content & Communications Director
Published /
15 Feb 2024
Podcast: Looking ahead at 2024
Dominic de Lisle - Content & Communications Director
Published /
16 Jan 2024
Fund Flow Index – December 2023
Edward Glyn, Head of Global Markets
Published /
14 Dec 2023
Webinar recording: Calastone Australia Settlements – Cash processing made easy
Published /
30 Nov 2023
Fund Flow Index – November 2023
Published /
21 Nov 2023
Podcast: Brazilian regulation shake-up presents huge opportunity for cross border investors and managers
Dominic de Lisle - Content & Communications Director
Published /
10 Nov 2023
Podcast: Making tokenisation a reality with Adam Belding, CTO, Calastone
Dominic de Lisle - Content & Communications Director
Published /
26 Oct 2023
Fund Flow Index – October 2023
Published /
13 Oct 2023
Fund Flow Index – August 2023
Published /
11 Sep 2023
Fund Flow Index – July 2023
Published /
12 Jul 2023
Brian Godins at Fund Forum International 2023
Published /
12 Jul 2023
Webinar recording: Calastone Order Routing made easy
Published /
18 May 2023
Fund Flow Index – May 2023
Published /
16 May 2023
Webinar recording: Calastone Reporting – Enabling an automated reconciliations process
Published /
27 Apr 2023
Webinar recording: Asia Money market funds made easy
Published /
27 Apr 2023
Fund Flow Index – April 2023
Published /
05 Apr 2023
Webinar recording: Do fund providers and treasurers need APIs to connect?
Published /
30 Mar 2023
Webinar recording: Calastone Asia Settlements made easy
Published /
30 Mar 2023
Webinar recording: Calastone Share Class Conversions made easy
Published /
22 Feb 2023
Fund Flow Index – February 2023
Published /
13 Feb 2023
WEBINAR: INTRODUCING CALASTONE CONTINGENT DEFERRED SALES CHARGE (CDSC)
Published /
08 Feb 2023
Fund Flow Index – January 2023
Published /
17 Jan 2023
Celebrating 10 years in Australia
Published /
21 Dec 2022
Webinar recording: Calastone Settlements made easy
Published /
01 Dec 2022
Client video: Netwealth Investments Limited
Published /
23 Nov 2022
Client video: BT Financial Group
Published /
23 Nov 2022
Client video: BoardRoom Australia
Published /
22 Nov 2022
Client video: abrdn Australia
Published /
22 Nov 2022
Fund Flow Index – November 2022
Published /
14 Nov 2022
Fund Flow Index – October 2022
Published /
11 Oct 2022
Webinar recording: Calastone Order Routing made easy
Published /
29 Sep 2022
Fund Flow Index – September 2022
Published /
22 Sep 2022
Webinar recording: Money Market Services for fund providers made easy
Published /
12 Sep 2022
Fund Flow Index – July 2022
Published /
11 Jul 2022
Webinar recording: Under Pressure! Inflation, Rates and Regulations Hit Treasury Short-term Investment Plans
Published /
07 Jul 2022
Webinar recording: Making asset transfers faster and easier
Published /
15 Jun 2022
Fund Flow Index – June 2022
Edward Glyn, Head of Global Markets
Published /
14 Jun 2022
Henning Swabey at Fund Forum 2022 – How fund managers are evolving their distribution
Published /
01 Jun 2022
Edward Glyn at Fund Forum 2022 – Retaining Customer Loyalty
Edward Glyn, Head of Global Markets
Published /
25 May 2022
Webinar recording: Introducing Calastone Share Class Conversions (SCC)
Published /
18 May 2022
Fund Flow Index – May 2022
Edward Glyn, Head of Global Markets
Published /
13 May 2022
WEBINAR recording: CALASTONE SETTLEMENTS DEMO
Published /
21 Apr 2022
Fund Flow index – april 2022
Published /
21 Apr 2022
Webinar recording: Calastone and Microsoft discuss their new partnership and implications for the industry
Published /
24 Mar 2022
Fund Flow Index – March 2022
Published /
10 Mar 2022
Fund Flow Index – February 2022
Published /
11 Feb 2022
FundsTech panel: Transformation and “exponential change”
Adam Belding, Chief Technology Officer
Published /
26 Jan 2022
Fund Flow Index – January 2022
Published /
11 Jan 2022
Webinar recording: In person with Goldman Sachs – Enhancing treasurers cash investing capabilities with real time solutions
Published /
05 Dec 2021
Fund Forum: Joshua Wade on how asset managers are responding to demands for better digital experiences
Joshua Wade, Product Manager
Published /
12 Nov 2021
Fund Forum: Henning Swabey discusses the key trends affecting the future of distribution
Henning Swabey, Head of Continental Europe
Published /
12 Nov 2021
Fund Flow Index – November 2021
Published /
09 Nov 2021
Fund Flow Index – August 2021
Published /
16 Aug 2021
Webinar recording: Introducing Calastone’s enhanced Settlements solution
Published /
04 Aug 2021
Webinar recording: Global settlements research – Late cash settlements plague the funds industry
Published /
20 Jul 2021
Fund Flow Index – July 2021
Published /
14 Jul 2021
Webinar recording: Calastone Transfers made easy
Published /
23 Jun 2021
Webinar recording: Fund transfer delays caused by lack of industry collaboration and automation
Published /
16 Jun 2021
Webinar recording: Digitalising the investor journey for Swiss wealth and asset management firms
Published /
11 Jun 2021
Webinar registrazione: Come la rivoluzione digitale sta cambiando il focus sulle modalità di servizio ai clienti
Published /
11 Jun 2021
Webinar recording: ESG funds popularity explosion goes global – where does Asia stand on ESG?
Published /
17 May 2021
Webinar recording: The world has changed, how have operational teams responded and is this sustainable?
Published /
30 Apr 2021
Fund Flow Index – April 2021
Published /
19 Apr 2021
Webinar recording: Calastone Wrap Reporting made easy
Published /
19 Apr 2021
Webinar recording: Calastone Order Routing made easy
Published /
16 Apr 2021
Can active funds fight passives? Q&A with Edward Glyn
Edward Glyn, Head of Global Markets
Published /
09 Apr 2021
Introduction to Calastone Wrap Reporting
Published /
29 Mar 2021
Webinar Recording: Calastone Fund Reconciliations made easy
Published /
12 Mar 2021
Fund Flow Index – March 2021
Published /
12 Mar 2021
Webinar recording: Asset management’s digital race: building new business and investments models for today’s investor
Published /
25 Feb 2021
Fund Flow Index – February 2021
Published /
08 Feb 2021
WEBINAR RECORDING: In the new Fund Order – What does the investor want?
Published /
01 Feb 2021
WEBINAR RECORDING: Practical steps for Australia’s investment management community to deliver business transformation using new technologies
Published /
19 Jan 2021
WEBINAR RECORDING: Inclusive, digital investment futures that can change world techonomics
Published /
13 Jan 2021
WEBINAR RECORDING: Uncertainty and innovation are best friends – Can we seize the moment to creatively embrace technology and redefine the future
Published /
13 Jan 2021
WEBINAR RECORDING: Pioneering new delivery models by combining new technologies and strategies
Published /
13 Jan 2021
WEBINAR RECORDING: Investor centricity – Who is best placed to meet the needs of the investor
Published /
13 Jan 2021
WEBINAR RECORDING: A brave new digital world – New technologies are speeding up how firms deliver change and enable better investor experiences
Published /
05 Jan 2021
WEBINAR RECORDING: The changing face of fund distribution – Evaluating the impact of technology and innovation (Hosted by Funds Global)
Published /
29 Dec 2020
WEBINAR RECORDING: Challenging the here and now and imagining utopia – How the industry sees its own evolution
Published /
29 Dec 2020
WEBINAR RECORDING: Challenging the digital status quo – Practical steps to delivering business transformation using new technologies
Published /
23 Dec 2020
WEBINAR RECORDING: Risk, Data & Cash Management – Re-tooling for a Resilient Future (Hosted by Treasury Management International)
Published /
23 Dec 2020
DMI Fund Services – Introduction
Published /
23 Dec 2020
Fund Flow Index – December 2020
Edward Glyn, Head of Global Markets
Published /
11 Dec 2020
Josh Wade on the latest developments of DLT and tokenised securities
Published /
23 Oct 2020
Fund Flow Index – October 2020
Published /
14 Oct 2020
Webinar Recording: MMF investors call for cut in investment costs and friction to avoid portfolio drag
Published /
14 Oct 2020
Webinar Recording: Entering the ethical investment revolution: preparing for societal upheaval
Published /
11 Sep 2020
(Asia) Webinar Recording: Why could new technologies change the industry sooner than we think?
Published /
31 Aug 2020
Webinar recording: Sustainable growth in a post-pandemic society
Webinar recording
Published /
08 Jun 2020
Webinar recording: Winning steps in a brave new world: what are the keys to success?
Webinar Recording
Published /
18 May 2020
Fund Flow Index – May 2020
Edward Glyn, Head of Global Markets
Published /
11 May 2020
Webinar recording: The rise of ESG funds
Webinar recording
Published /
05 May 2020
Fund Flow Index – April 2020
Edward Glyn, Head of Global Markets
Published /
07 Apr 2020
Fund Flow Index – March 2020
Edward Glyn, Head of Global Markets
Published /
09 Mar 2020
Fund Flow Index – February 2020
Published /
11 Feb 2020
Webinar recording: The impact of technology on investment funds
Webinar recording
Published /
05 Dec 2019
Fund Flow Index – December 2019
Published /
05 Dec 2019
Fund Flow Index – November 2019
Published /
12 Nov 2019
Fund Flow Index – September 2019
Published /
05 Sep 2019
Fund Flow Index – August 2019
Published /
08 Aug 2019
Edward Glyn on pioneering distributed ledger technology in fund management
Edward Glyn, Head of Global Markets
Published /
01 Aug 2019
Calastone DMI Introduction and Demo – webinar recording
Published /
22 Jul 2019
Fund Flow Index – July 2019
Published /
08 Jul 2019
Fund Flow Index – June 2019
Published /
14 Jun 2019
Fund Flow Index – May 2019
Published /
09 May 2019
Fund Flow Index – April 2019
Published /
09 Apr 2019
DMI Introductory Briefing – Full recording
Published /
18 Mar 2019
Fund Flow Index – March 2019
Published /
11 Mar 2019
Fund Flow Index – February 2019
Published /
11 Feb 2019
How will DLT affect the mutual funds industry?
Ken Tregidgo, Deputy Chief Executive Officer
Published /
05 Jul 2018
Webinar recording and presentation slides: The impact of technology and regulation for funds
Published /
23 May 2018
Blockchain Revolution In Mutual Fund Trades – Interview with Ken Tregidgo, Calastone
Ken Tregidgo, Deputy Chief Executive Officer
Published /
30 Apr 2018
Video: Calastone Operations team
Stephen Leggett, Head of Global Operations
Published /
07 Mar 2018
Webcast recording: The opportunity of blockchain for funds
Published /
01 Mar 2018
Towards a successful Asia Region Funds Passport project
Leo Chen, Managing Director - Head of Asia
Published /
22 Feb 2018
Webinar recording: Fund distribution in Asia
Leo Chen, Managing Director - Head of Asia
Published /
07 Feb 2018
FinTech for Asset Management panel discussion
Webinar Recording
Published /
16 Nov 2017
Webinar recording: Distribution state-of-the-nation
Published /
13 Sep 2017
Webinar recording: Calastone Reporting (Australia)
Sarah Hayward, Managing Director - Head of Australia and New Zealand
Published /
27 Apr 2017
Webinar recording: Calastone Transaction Services
Published /
08 Mar 2017