Asset Management Systems Insights
19th January 2018
Enterprise Data Management (EDM) has long been associated with the disciplines of sourcing, mastering and distributing data that is widely used across different departments in a financial services firm. This typically includes valuation data, instrument master data and entity data. However, major changes in business requirements, regulatory... read more
11th January 2018
In late 2017 bobsguide surveyed its investment management community in order to better understand how the asset management software market is currently perceived.
We asked asset managers, investment banks, consultancies, and asset management fintech vendors to tell us about their current tech purchasing habits, the obstacles firms are looking to... read more
4th January 2018
With any and all significant legislation, the industry have voiced their opinions on MiFID II as the deadline came and went. The concerns, challenges and expectations from various industry leaders have been collated below.
Yesterday, January 3, marked the seven year wait for the sequel legislation that builds upon the groundwork... read more
3rd January 2018
Arjun Jayaram, Founder & CEO, Baton Systems
It has been no secret that banks are thoroughly testing blockchain applications and some have even begun to apply the technology to key business ventures. However, while most would agree that innovation is pivotal to global banking’s evolution, the last few years of “blockchain... read more
2nd January 2018
What the heck is digital?
In 2018 digital transformation will become the number one business priority. But what is it? I was actually asked this question on Bloomberg Radio earlier this year, when the host asked me, “what the heck is “digital”? Isn’t this the same as what organisations have already been doing? Well, the... read more
22nd December 2017
For the past month we have been looking back at fintech in 2017 from every angle, in order to determine the most significant developments in the industry during that time.
Previously we examined the headlines that caused most industry interest in Q1 and Q2, today we cast our minds back to our highlights of Q3.
With Money20/20 Europe... read more
21st December 2017
In a recent bobsguide article, Charles River discussed how Smart Beta products can improve portfolio diversification, minimise undesirable correlation risk, and deliver better risk-adjusted performance. These products are increasingly popular with both asset owners and investment managers because they provide conveniently packaged exposure to a... read more
21st December 2017
Getting over the line for MiFID II is only part of the journey for investment managers. In anticipation of the 3 January 2018 deadline, some asset managers will have thoroughly tried and tested systems and procedures in place, but many will have tactical enhancements that barely achieve compliance. The process of building out and improving systems... read more
19th December 2017
Increasingly popular Smart Beta products provide investment managers and asset owners with conveniently packaged exposure to a number of factors. Risk factors are granular attributes of one or more asset classes that explain risk and return. Examples of equity factors are company size (large cap vs. small cap) and style (growth vs. value). Fixed... read more
13th December 2017
Asset managers and owners increasingly implement their investment strategy by buying funds from a number of providers. These funds can represent a significant portion of the firm’s portfolio, and complicate their ability to manage risk, measure performance and comply with global shareholder disclosure regulations.
Managing fund holdings... read more