Research firm Cerulli Associates reports that retail client channel awareness on the topic of environmental, social, and governance (ESG) investing is growing, but warns that asset managers should focus on converting interest into investment opportunities. »

A new survey from Global fintech firm InvestCloud finds that the investment management industry is drastically under-prepared to cater to the digital needs of the next generation of investors – not only in the US, but also in the UK. »

Administrative service providers Intertrust have surveyed over 500 asset management professionals and found that 53 per cent predict a surge in demand for board-level chief technology officers (CTOs) in the sector over the next five years as the challenge to find senior talent to leverage disruptive technology increases. »

With a background in both institutional and private wealth management, Richard Gray, head of investment management, Dolfin is perfectly positioned to declare that, in his opinion, the investment thinking behind the two doesn’t differentiate between them. »

Regulation, technology and evolving client needs demand a re-think of portfolio construction that will revolutionise the role of index strategies in portfolios, according to a note – entitled ‘Time to get your core in shape’ – from BlackRock’s Ursula Marchioni examining the new ‘active’ approach sweeping through European portfolios. »

The Investment Association, the association representing investment managers in the UK, has opened a consultation on including ETFs in the IA fund sectors. »

Recent research from Cerulli Associates has found that exchange-traded funds have the potential to become a viable vehicle for managers to deliver active management. This could lead to more mandates for sub-advisers as managers look to deliver more esoteric strategies within the wrapper. »