SenseCheck by FundSense

The signs that something is not working are familiar: teams working long hours, errors creeping in, costs rising, processes that no longer feel fit for purpose, and information that is too difficult to obtain when needed. The harder question is, “What is actually causing the problem?” Introducing the speakers That is the starting point for Episode 4 of  SenseCheck by FundSense , where Jamie Keen,...

Product data used to be treated as a background operational task. Today it sits at the centre of distribution, disclosure and regulatory scrutiny. In this episode of  SenseCheck by FundSense , Martin Jones is joined by Christoph Napetschnig to explore why product data has become such a major challenge for asset managers. From  prospectuses and PRIIPs disclosures to distributor templates, platforms...

Prospectus creation and maintenance remains one of the most complex, fragmented, and time-critical processes in asset management. In this second episode of SenseCheck by FundSense, we zoom in on where things really slow down - manual workflows, siloed stakeholders, late-stage legal and translation changes - and what firms can do to make the entire process faster, safer, and more governable.   Host...

Understanding PS25/20 and the New CCI Disclosure Rules Welcome to the first episode of  SenseCheck by FundSense  — a podcast for asset managers navigating regulatory change, operational complexity, and evolving investor disclosure expectations. In this episode, host  Martin Jones  sits down with  Mikkel Bates , Senior Board Adviser at FundSense, to unpack the FCA’s PS25/20 policy statement and the...