INSIGHTS

2026 Regulatory Developments Strengthen Jersey’s Competitive Edge

Anna Malorey — Thu, 04 Jun 2026 04:00:00 GMT

As global private capital continues to scale, fund managers are placing increasing emphasis on jurisdictions that can deliver regulatory certainty, operational efficiency and international credibility. In this context, Jersey’s 2026 regulatory developments reinforce its position as a leading offshore hub, offering a pragmatic alternative to both EU and offshore peers.

Evaluating Alternative Investment Data Management Solutions

Jeff Cohen — Wed, 03 Jun 2026 04:00:00 GMT

As the adoption of alternative investment data platforms gains momentum, firms face the new challenge of determining which approach best aligns with their operating model and long-term strategy. The selection decision has become increasingly consequential, with implications that compound as portfolios grow and workflows become more entrenched. What often separates platforms in practice is not technology alone, but the depth of service expertise behind it and the degree to which operational ownership genuinely transfers from client to provider.

Why Mutual Fund-to-ETF Conversions Keep Gaining Ground

Abhilash Viswanathan — Tue, 02 Jun 2026 04:00:02 GMT

Mutual fund-to-exchange traded fund (ETF) conversions are no longer a niche strategy for asset managers. In 2025 alone, approximately 60 conversions were completed, a record high according to ETFdb, reflecting how firmly this path has entered mainstream product strategy.

Maximizing Securities Claims for Hedge Funds

Michael McCreesh — Mon, 01 Jun 2026 04:00:02 GMT

Institutional investors, particularly hedge funds, often face missed opportunities in securities litigation recoveries due to misconceptions and process inefficiencies. SS&C Battea’s recent webinar, moderated by David Abel, Legal Counsel, delivered critical insights into optimizing claims processes, overcoming barriers and navigating international litigation opportunities. The panel featured Tom Elrod, Partner at Kirby McInerney LLP, and Joeri Klein, Head of Investment Recovery & General Counsel Netherlands at Deminor, who examined these challenges and shared practical solutions to help investors maximize their recoveries. Following, we explore the essential insights from this informative session.

UK Contact Centre Forum 2026 Results

Carol Mott — Mon, 01 Jun 2026 04:00:00 GMT

It seems like gauging contact centre effectiveness should be pretty straightforward: was the query addressed or not? And while resolution is important, there are a host of other considerations that should determine not only if the contact was successfully addressed, but also whether the interaction was a positive experience that drove brand loyalty.

Why FTR Management Is Really a Data Problem

Parthiv Patel — Fri, 29 May 2026 03:59:59 GMT

Financial Transmission Rights (FTRs) are often framed as an operational challenge; a complex instrument to be managed, valued and reported. But for firms that trade them at any meaningful scale, the real complexity and friction stem from the underlying data model. From security master construction to valuation and reconciliation, almost every pain point in the FTR lifecycle can be traced back to a data problem that has not been fully solved.

Unpacking the 2026 Proposed Form PF Amendments

Richard Clark — Thu, 28 May 2026 16:03:02 GMT

The Securities and Exchange Commission (SEC) and the Commodity Futures Trading Commission (CFTC), On April 20, 2026, issued a joint proposal that marks a substantial evolution in the regulatory landscape for private funds, necessitating significant adjustments in reporting methodologies and data granularity.

Choosing the Right Retail Alternatives Fund Structure

Michael Townson — Thu, 28 May 2026 03:59:59 GMT

Retail access to private markets is no longer emerging. It is accelerating. More investors are looking beyond traditional asset classes, and managers are responding by bringing private-market strategies into retail-friendly formats. But as access expands, so does complexity—from varying liquidity terms to inconsistent valuation approaches. At the center of it all is a decision that often does not get enough attention: the fund wrapper.

Why Middle-Office Data Integrity Has Become a Strategic Imperative

Benny LoCascio — Tue, 26 May 2026 04:00:00 GMT

Data has always mattered in investment management. But in an environment defined by increasing complexity, compressed decision cycles and growing AI adoption, access to high-quality middle-office data has moved from an operational concern to a genuine competitive differentiator. For hedge funds and their operations teams alike, getting this right is no longer optional.

What Allocators Get Wrong About SMA Transparency

Matthew Carter — Tue, 26 May 2026 03:59:59 GMT

Transparency has been the defining promise of the SMA model for years. Allocators pushed for it, managers built for it and the industry invested heavily in the reporting infrastructure to deliver it. Our latest research reveals, however, that gaining access to that transparency and being equipped to use it are two very different things.