Asset Management

Ready or not…PRIIPs KID implementation deadline for UCITS funds is coming soon!

On 3 February 2021, the European Supervisory Authorities (ESAs) submitted draft Regulatory Technical Standards (RTS) to the European Commission. These contained amendments to the key information document (KID) for packaged retail and insurance-based investment products (PRIIPs). Although some national competent authorities on EIOPA’s board expressed reserva […]

Management companies: 4 major results of Covid-19

During a recent KPMG webinar, asset management experts shared their views on the impact of the Covid-19 crisis. Let’s look at the key takeaways from that discussion. 1) Working from home The most visible impact was an immediate, all-staff shift to working from home. This change, combined with the activation of BCP plans, proved successful with no significant […]

Re-examining third-party outsourcing thanks to COVID-19

This article has been written together with Eleonora Cambone. “It was the best of times, it was the worst of times”. Originally used by Charles Dickens to describe the turmoil of troubled nineteenth-century England, this phrase also happens to accurately summarize the current environment – its challenges and, most importantly, the improvement opportu […]

Liquidity risk management and stress-testing during Covid-19

This article has been written together with Francesco Vittori and Gianmarco Gioia. The Covid-19 crisis brings the market and, in particular, the fund industry face to face with unprecedented challenges. In this context, investment funds need to implement effective liquidity risk measurement and management processes to ensure viability and survival. Investmen […]

Predicting a Path

The article was originally published on by Kevin Bolen, Author, U.S. Leader, Strategic Investments. As COVID-19 continues to spread, more than three-quarters of the world has engaged in some degree of social distancing.1 These circumstances are not what we expected just 60-90 days ago, and significant aftershocks are still to come. The pande […]

An asset manager’s guide to creating a risk-based Covid-19 board report

As the Covid-19 pandemic continues to evolve, the damage to the economy looks likely to be deep and long lasting. Asset managers are not only dealing with a myriad of temporary guidelines from national and international bodies: they are also putting their own measures in place to mitigate the economic impact of the virus and safeguard investor value—measures t […]