FMS Newsletter
  After a strange 2020, the new year promises to be a more normal one as countries roll out their vaccination programmes and asset markets move towards normalcy. The timing is apt for forward-looking research teams to optimise their operating models to seize new opportunities in the market by leveraging the best internal and external inputs. I am delighted to share our latest thinking and capabilities to help you in this strategic transformation journey.

Chanakya Dissanayake – Head of Investment Research

  Fresh and unique: Handpicked content, carefully curated for you  
Asset management Industry – trends to watch in 2021   Annual survey of private wealth managers 2020
Blog   Blog
Even before the pandemic, the industry was facing challenges in revenue growth: costs increasing faster than revenue, consolidation trends, the creation of several mega-firms, a global surplus of financial savings amid low/negative real rates, and increased demand from investors for customised/goal-based solutions. We expect these industry trends to accelerate in 2021.

  We conducted a study of global private wealth managers (PWMs) to understand how best-in-class firms organise their research products to drive their advisory businesses and meet regulatory needs. Download the report to read the insights in full.

LIBOR transition: Implications for asset managers holding legacy fixed income contracts   Chasing the dragon – risks vs rewards of investing in onshore Chinese bonds
Blog   Blog
LIBOR’s discontinuation is shaking up global financial markets. This paper provides a background on LIBOR cessation and the alternatives available to asset managers.

  China’s bond market is expected to attract a substantial inflow of c.USD300bn (CNY2tn) given the attractive yields.

Financial editing: Man or machine   ESG managers survey
Blog   Blog
Editing is much more than checking for grammar, spelling, and structure. It is the ability to look at the big picture and weave context into analysis for maximum impact.

  The survey aims to take stock of developments in the industry, such as using AI-/NLP-based technologies in ESG analysis, the growing size of ESG teams, changes in the role of third-party ESG service providers, and the identification of key ESG themes on the radar of investors.

India’s Union Budget 2021-2022: focus on economic recovery and establishing fiscal credibility   The pandemic and beyond – the increasing importance of forensic analysts
Blog   Blog
The budget for 2021-22 provides a good foundation to support the V-shaped recovery envisioned in the Economic Survey for 2020-21, as GDP is expected to grow by 15% y/y next fiscal year vs. a contraction of 7.7% in the current fiscal year. Here are the highlights of India’s Union Budget 2021-2022.

  The purpose of this blog is to reflect upon the benefits of employing a sceptical view of the popular narrative and the increasing importance of forensic analysis as a key tool to investors, drawing from the lessons from these scandals and highlighting possible catalysts for more scandals waiting to be uncovered.

  Webinar on demand  
  In this exclusive webinar, senior industry experts discussed all aspects related to the current challenges faced by the global asset management industry and the methods used in driving asset flow and profitability amid substantial headwinds and unprecedented macroeconomic conditions.  

  Media coverage  
  Portfolio Adviser: Has the MiFID II research-unbundling experiment succeeded or failed?  

Bloomberg: India’s Green Energy Goals Boosted by Return of Foreign Backers   CFO Dive: 5 CFO trends to watch in 2021
Blog   Blog
CFO Dive: 2021 Outlook: Why, and how, the CFO should lead ESG efforts   Hedge Fund Alert: Growth ahead for analytics firms
Blog   Blog

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