Future-proofing asset management: 6 key changes to succeed in 2022 and beyond
While asset management firms are starting 2022 in a position of strength, the times — as Bob Dylan would say — are a'changing. Despite the [...]
Fundipedia 2021 – a year in review
As 2021 nears its completion and we prepare for 2022, we’re taking a moment to reflect on what we have achieved over the past 12 [...]
Eye of the TIGRR: what’s next for financial services regulations in the UK?
Whether you think it's a catastrophe or the best decision the country has ever made, Brexit has happened. And with the UK now no longer [...]
The future of intelligent machines and investment management
Technology will continue to play a critical role as the challenges facing the financial industry intensify. Such challenges may include but are not limited to, [...]
9 ESSENTIALS to gain a competitive advantage for your Wealth Management Firm
According to a cross-industry research by Accenture, over 80% of Asset Management companies don’t have enterprise-wide Master Data Management (MDM). Half of the respondents didn’t [...]
8 pain points manual reconciliation brings to the table
In seeking to meet and overcome the challenges Investment Managers face in the wake of soaring trade volumes, increasingly complex transactions, and mounting pressure for [...]
Summary of the FCA’s 2021/22 Business Plan and what it means for asset managers
The Financial Conduct Authority has been publishing its annual business plan for close to a decade. But this year's plan, published on 15 July 2021 [...]
How the global pandemic affected individual investors…
NATIXIS, an asset management firm ranked among the world’s largest, surveyed 8,550 individual investors with $100,000+ investable assets globally across 24 countries in March and [...]
5 Competitive Boosters of an Automated Reconciliation System
Reconciliation is often overlooked and undervalued by firms. Done right, reconciliation can help you avoid regulatory risks, make informed decisions, and ultimately reduce costs. Unfortunately, [...]
Is SFDR simply recoloring old businesses with new names?
At the beginning of August 2021, the United Nations Intergovernmental Panel on Climate Change released a milestone assessment that drew an “unequivocal” link between human [...]