Articles by David Prosser

Why asset managers must learn to love fund research agencies

By David Prosser on May 11, 2017
Fund-research-love

How crucial is fund research in helping investors and financial advisers to decide on which funds deserve their time and money? The short answer is very, whether you’re marketing direct to a retail audience or targeting…

Could big data save active managers crushed by low-cost passives?

By David Prosser on May 3, 2017
Big-data

BlackRock’s latest fee cuts suggest it too is feeling the power of cheap passive strategies, but it hopes to fight back with investments in big data and analytics. When the world’s largest asset management business is…

Getting ready for GDPR

By David Prosser on April 12, 2017

New data regulation due to come into force in just over a year’s time will bring challenges, but also opportunities. Thirteen months and counting. In May 2018, new laws on data protection and privacy come into…

Fund managers, who are you talking to?

By David Prosser on March 29, 2017
Fund-managers-talking

Fund managers who are targeting marketing materials and other communications at financial advisers may be surprised by just how many of them are outsourcing investment decisions. The intermediary sector is an obvious priority focus for fund…

Ten questions to ask when choosing new fund management software

By David Prosser on March 13, 2017
cloud-software

New tools and technologies will enable fund managers to embrace the opportunities presented by the rapidly-evolving asset management sector, but choose wisely. Technology is already a key battleground in the fund management sector, but as digital…

Brexit woes for UK fund managers

By David Prosser on February 15, 2017
Brexit-Fund-Managers

Finally, we’re about to push the button. The Supreme Court ruling in January clears the way for Theresa May’s government to trigger Article 50 of the Treaty of Lisbon – once she has Parliament’s approval, that…

Why fund managers need to be better listeners

By David Prosser on February 7, 2017
Fund-manager-listeners

Fund managers are good at communicating with investors and potential investors: they publish a broad range of information, some fund-specific, some not, and make imaginative use of creative design; they’re also increasingly savvy about the power…

Opportunity from adversity: why fund managers should welcome the FCA’s criticisms

By David Prosser on January 10, 2017
FCA Criticism

The Financial Conduct Authority’s interim report on the asset management sector could hardly be more damning. It accuses fund managers, particularly those who run active funds, of failing to do their job properly (since so few…

The People’s Trust: a new model for investor engagement?

By David Prosser on December 30, 2016
peoples-trust

It’s fair to say Daniel Godfrey, the founder of The People’s Trust, a new investment company raising funds for a launch in 2017, has ruffled a few feathers over the years. He was once a combative…

Performance measurement and reporting: the next battleground

By David Prosser on December 6, 2016
battlegroundf

How will asset managers adapt to the changing demographics of their client base, which will increasingly be dominated by digital savvy millennials in the years ahead? The challenge will be twofold; not only do these investors…

Content can be king for asset managers

By David Prosser on November 23, 2016
content-king

Asset managers increasingly believe that focusing on the customer experience is a crucial challenge as they explore digital transformation and how it might enable them to compete in the evolving marketplace. But what does that mean…

Asset managers get assertive: revisiting the Sports Direct case

By David Prosser on November 1, 2016
asset-sports-direct

Activist investment on corporate governance matters has long been a delicate subject. While some asset managers and other institutional investors have always taken the view that responsible shareholders engage with companies through on-going discussion and active…