Asset Management Systems Insights
2nd November 2015
There were many speculative reports released last week surrounding whether or not investment management company Aberdeen Asset Management will be sold. This is due to increased share price and the emerging market infrastructure being in turmoil recently after events in the Chinese economy.
The Telegraph reveals that there may be a sense of... read more
24th September 2015
As we eagerly await the final verdict on unbundling under MiFID II, here is a list of 10 things we can expect for research while we’re expecting ESMA’s much-anticipated release.
1. January 2017 is here to stay
The delay of the final text from the original June deadline, was the subject of much attention earlier this summer.... read more
17th September 2015
I was a leading provider of both data content and product design consulting into a range of companies in the dotcom boom years of the late 1990s. I was able to see first-hand how the companies operated, how differentiated their products were and how sustainable their business models were. Today, I work alongside the CEOs of their successors. Their... read more
7th September 2015
It was interesting to read Citisoft’s recent blog concerning the need for fair and equitable prices between investment management firms and software vendors.
Steve Young’s description of how an asset management firm executive ‘had pushed the vendor to the lowest point he believed they would get to, and that he thought that they... read more
17th August 2015
Following the huge success of the 2015 event, we are pleased to announce entries are now open to apply for the FinTech Innovation Awards 2016.
This year’s award categories honour the highest achievements in the global FinTech space, and reflect the exciting innovations driving the sector.
This year’s categories include:
... read more
10th August 2015
Asset managers must devote greater attention to operational risks, particularly around reconciliation, so as to reduce the likelihood of losses and satisfy investors and regulators that internal processes are up to institutional standards.
A number of managers continue to rely on manual reconciliation processes such as using Excel spread-sheets,... read more
27th July 2015
According to a new report released by Deloitte, wealth management in the UK is being disrupted by robo-advisors as they attempt to remove assets from businesses in the form of client information and algorithms, so that portfolios can be automated according to how the client recommends.
In their report “Robo-Advisors Capitalising on a... read more
14th July 2015
Client reporting platforms have for some time now been viewed from a very narrow perspective: a cost center with little or no revenue-generating potential. As a consequence, the price levied by vendors for reporting systems has been driven down and the market has, to an extent, become commoditised. Yet today’s enterprise solutions are able to... read more
10th July 2015
Times are good for financial advisors, with older baby boomers closing on retirement, 50-something boomers hitting their final big earning years and younger investors grappling with a slow-growth economy. For most wealth management practices, the big challenge is to stay ahead of competitors and capture a bigger share of the growth by employing the... read more
24th June 2015
John Blackman reflects on the challenges and opportunities that are currently at the forefront of the investment industry.
From our viewpoint, as a technology solutions provider to the wealth management industry, we see two main themes emerging which are essentially in conflict with each other:
1. Fees are being driven down. Since the... read more