With growing investors’ expectations and new labelling requirements, asset managers can not afford a delayed controversy identification nor rely on an identification process that is not detailed enough based only on absolute controversies numbers. As an example, the French “ISR” Label requires detailed identification, analysis, and follow-up actions as part of a comprehensive asset manager policy for the prevention and verification of controversies that include: ResearchPool powered solution also entices… Read More »ESG Controversies- Early and Detailed Identification, A Must-Have
As contra-intuitive as it can be, often you need to invest to reduce spending. Achieving automation at scale through investment should not only enable you to reduce man hours/costs allocated to low-value tasks, but also reduce operational risks. Our solutions at ResearchPool offer unmatched automation, integration, and customization at scale saving active asset managers many millions ($, €, £, etc..) per year. They combined the productivity of the Microsoft platforms… Read More »2024 Budgeting: Investing to Spend Less
In Europe alone, there are multiple ESG labels and principles that asset managers aim to obtain for their products and commit to toward their investors. It includes Label ISR in France, FNG-Siegel in Germany, Luxfag in Luxembourg, Towards Sustainability in Belgium, Umwelzeichen in Austria, Nordic Swan Ecolabel in the Nordics, Label Greenfin, and of course the famous Principle for Responsible Investment. ESG labelling is also likely to become a new… Read More »Robust ESG Engagement Process, a Must-Have for the ESG labelling
In May, the European Commission published a comprehensive retail investment strategy package which proposes to overhaul the distribution of financial products to retail investors, including funds and other investment products. This paradigm shift will challenge many active asset managers’ profitability and eventually existence. Only greater operational efficiency and leaner cost structure can enable active asset managers to offer products that match the new Value for Money criteria, competing with passive investment… Read More »EU Retail Strategy: Reality check for Active Management
Dispersed and unstructured data is a common reality. Across organizations, valuable and insightful data can be found in email boxes, doc editors like Word and PowerPoint, notes-taking software, shared and sFTP folders, vendors’ segregated applications, etc… It is very hard for users to make sense of the dispersed and unstructured overflow of data and generate meaningful insights to support your fundamental and ESG investment process, in a context where alpha… Read More »Creating Your Own ESG & Fundamental Data Warehouse the Right Decision?
Portfolio managers have limited time and energy to discover and share insights, make sense of the data available, and push through investment and engagement cases. To create more alpha, pouring in more headcount is not the right solution. The right solution is found in technology that delivers automation, customization, and integration at scale, enabling users to focus their cognitive capacities on high-value tasks, uncover unique insights, develop superior engagement cases, and take… Read More »More Headcount is Not always the Solution to Create Alpha!
The rise in costs to operate in active management seems to never stop. Either it is regulation, pricing power from market utilities, or from vendors, or something else. At the same time, passive investing is capturing a growing piece of assets. The outlook improvement requires ground level solutions that bring down operating costs, protect margins, and provides the conditions for many to continue to exist. Technology backbones like Microsoft Office,… Read More »Lowering Data and Software Costs to Protect Active Management
The responsible investment labeling of funds and managed accounts distributed in France will probably evolve in 2024. One of the areas where rules will become considerably more demanding is ESG Engagement. Among other things, asset managers will be required to establish a process to ensure that each engagement action is clearly addressed to the relevant issuer, with a goal and timeline. Implementing these requirements with Excel or another commonly available… Read More »New French Rules for Responsible Investment Labelling under Consultation
It is not uncommon to hear that the admin work of an analyst consumes a significant part of his/her time, which cannot be used to engage new issuers, further develop existing engagements, and make sense of the information collected. The admin work includes:⦁ Collecting engagement data across the organization⦁ Standardizing the incoming data for a coherent representation of your engagement activity⦁ Updating and producing reports with multidimensional views to meet… Read More »Augment the impact of ESG Engagements by Lowering your Admin Burden
With margins increasingly under pressure due to passive investments, and market conditions, among other reasons, the need to reduce costs has become an everyday challenge. One of the solutions, if not the solution, is to leverage a technology platform like Microsoft’s or Google’s and bring in highly integrated add-ons that expand that technology platform to the management of financial and ESG content, data, and activities. Every unit spent in the annual budget… Read More »No Need to Reinvent the Wheel to Lower Technology Costs & Improve Margins