Paul Roberts of Milestone Group discusses the significant impact on compliance teams at investment trusts, OEICs, specialist funds and ETF funds, and particularly for those individuals responsible for the NAV process, now that operational resilience is a key area of focus for the UK’s Financial Conduct Authority (FCA). Key to operational resilience is a holistic programme including the use of a purpose-built platform for oversight, that can also produce a contingent NAV without a ‘cold start’. Article by Philippa Aylmeras published by Wealth Advisor.
Paul Roberts of Milestone Group discusses how choosing the right technology and a suitable upgrade strategy can be a make-or-break decision for an asset management company, Article by Bob Currie as published by Funds Europe.
Sophisticated data and analytics processes should drive better control in investment functions.
Article published by IPE.
Milestone Group's CEO, Paul Roberts, joins other industry participants to share their outlook on what trends, challenges and opportunities the market will see this year. Published in Asset Servicing Times (AST), January 2019.
Milestone Group's Robert Proctor discusses how best practice is evolving in relation to 'cutting the NAV' especially now that the growth and scale of outsourcing, and the outsourced valuation of a fund's net asset value, is attracting the attention of the regulators. Article published by Funds Europe.