Fund Tokenisation – Market Activity

Last year we mentioned that Fund Tokenisation could be the next big thing in UK Asset Management and across the globe.
As we move into 2025, what does the landscape look like for Fund Tokenisation?
Let’s look at some headline market activity in this space during the last 6 months…

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Some Thoughts on the Implementation of an ETF Capability

The rise of ETFs is impossible to ignore! From $1 trillion in assets in 2008 to over $15 trillion in early 2025, ETFs are reshaping modern investment portfolios.

With their diversification, liquidity, and low costs, they’ve become a must-have for investors. For investment managers, incorporating ETFs into their offerings is becoming a strategic move, complementing traditional mutual funds while introducing new opportunities and challenges.

Adapting to this shift requires careful adjustments to ensure smooth operations and maintain investor confidence.

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Product Master Series – Operating Model

Mastering fund and product data is not just about operational efficiency; it’s fast becoming a regulatory imperative. It is becoming increasingly apparent that a mature data master is critical to meet everchanging regulatory requirements.

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Product Master Series – Scope

Mastering fund and product data is not just about operational efficiency; it’s fast becoming a regulatory imperative. It is becoming increasingly apparent that a mature data master is critical to meet everchanging regulatory requirements.

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Product Master Series

Mastering fund and product data is not just about operational efficiency; it’s fast becoming a regulatory imperative. It is becoming increasingly apparent that a mature data master is critical to meet everchanging regulatory requirements.

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ESMA ESG/Sustainability Fund Naming Conventions

On 14th May, ESMA published its final report on funds’ names using ESG or sustainability-related terms. This followed feedback and changes made to the original consultation. At 57 pages it is a hefty read, but there are some important changes to note within the text.

Some of the key points where changes have been made because of the responses to the consultation include: –

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