Asset Management Systems Insights


Private Equity Real Estate (PERE) investment servicing: data management with underlying assets

10th August 2018

Beyond the imperative of return on investment, the entire collective enterprise of PERE investment relies upon collaboration between a growing number of parties; investors, investment managers (IM), management companies, asset servicers, custodians. Further, there is the wider circle that includes regulatory bodies, auditors, tax authorities and... read more

Libor alternatives (and the concerns they raise)

6th August 2018

Company: bobsguide
Dubbed “bigger than Brexit” by the Deutsche Bank treasurer, the shift away from the Libor benchmark is unprecedented. Ever since evidence emerged of ‘the Libor Scandal’ back in 2008, and particularly its role in the crisis, global regulators are eager to move away from the benchmark. Libor at a glance The London... read more

Regulators struggle with crypto's decentralization

1st August 2018

Company: bobsguide
Cryptocurrencies still remain on the sidelines of mainstream financial markets, with question marks still being raised over their viability among major market participants.  “I’ve been a crypto fanatic ever since it came out, to be part of the ecosystem, not speculate,” Says Gurjeet Singh, CEO of Palo Alto-based... read more

Enhanced customer onboarding must be a wealth management priority

1st August 2018

Company: Profile Software
Differentiation in delivering advanced customer experience in the wealth management industry is becoming of paramount importance, as the offering is niche and the market needs are constantly changing. To effectively address competitive challenges, Wealth Management firms tend to deploy technologies that stipulate the uniqueness and personalisation... read more

Financial regulators embrace AI and machine learning

30th July 2018

Company: bobsguide
With increasing institutional use of Al and machine learning methods, more and more industry regulators are making use of such software to provide financial stability through services and systemic risk surveillance. Central to the UK Financial Conduct Authority’s (FCA) agenda is their intent to develop “both their technology side... read more

New: The Fintalk Podcast

27th July 2018

Company: bobsguide
During the morning commute, while jogging or on a long road trip, listen to the financial industry leaders of the day on the bobsguide Fintalk podcast. The Fintalk podcast covers everything fintech and bankingtech related, from asset management and risk to data infrastructure, core banking and payments. The Fintalk podcast will also sort the... read more

Report: Fintech startups need to up their game in increasingly turbulent funding rounds

19th July 2018

Company: bobsguide
A new report has found that only 1 in 10 fintech startups succeed, with seed/angel investment dropping by 57% between 2010 and 2017. In 2010 average seed funding was $6.84m, a figure that fell to just $3m despite total funding rising from $205.3m to $851m, reinforcing the growing competition in the fintech market. The report also... read more

Risk and reward: the ERM platform purchase process

19th July 2018

Company: bobsguide
Once an unsexy, compliance-driven, back-office function, enterprise risk management has risen to the halls of c-suite offices. ERM’s value proposition is not just in quantifying risk, but also in identifying potential opportunities and strategic thinking from the top down. When selecting an ERM system, technology and risk officers should look... read more

Firms call for better data

6th July 2018

In recent years, financial organisations have been attempting to pull more value from their data. Regulations – such as Mifid II – have provoked market participants to get a better handle on the information they store, but it doesn’t always come easily. bobsguide spoke with Tom Wieczorek, managing director, product management, and... read more

US fintech perspective: Dodd Frank repeal an opportunity

3rd July 2018

Company: bobsguide
On May 24, the Trump administration followed through on its pledge to begin the process of reforming parts of the Dodd Frank Act, implemented by Obama to curtail the effects of a future 2008 scenario. President Trump signed a bipartisan bill into law that eases the ‘one-size-fits-all’ capital requirements for regional and community... read more