Asset Management Systems Insights
22nd September 2017
MiFID II does not require an Order Management System (OMS) to be present within an organisation and it is possible to meet the regulation without one. However the ability to comply can be made simpler by having an OMS within the workflow.
The Order Management System is an application that has existed in the hedge fund and asset management... read more
19th September 2017
Scaling up. Unlocking “operational alpha”. Building an institutional investor and regulator proof infrastructure. These are all key considerations at the forefront of fund managers’ agendas. New technology has allowed funds to achieve increased operational efficiencies which have fed into front office performance. The Portfolio... read more
13th September 2017
The Markets in Financial Instruments Directive II (“MiFID II”) aims to improve current European legislation by introducing further transparency into financial markets and extending increased protection to investors. The incoming directive will add increased complexity to the Client Lifecycle Management process for banks within the EU,... read more
12th September 2017
The Private Equity (PE) sector is enjoying strong growth and experiencing significant change, against a backdrop of a continued search for allocations outside the public equity markets, and a greater confidence in the PE asset class provided by regulatory and sector governance.
The Asset Servicing industry is a critical component of Private... read more
11th September 2017
While relaxing on a sun lounger in the heat-haze of a distant shore, it is perhaps easy to forget that back in the UK, the Financial Conduct Authority (FCA) has recently published its final policy statement to assist with MiFID II (Markets in Financial Instruments Directive) implementation. Just as the holiday season was about to kick in may not... read more
6th September 2017
You can’t manage that which you can’t measure is a business maxim that has only become more true as data has become increasingly available to track and benchmark business processes. While there has been a concerted effort throughout financial services to leverage operational metrics available through next-generation data management... read more
4th September 2017
Traditional IT architecture involves segregated front-office and operational systems. Furthermore these systems can be specific to individual asset classes; equities, fixed income, derivatives and structured products. Products are increasing in complexity, and tighter regulations are requiring portfolio managers to take a consolidated view of their... read more
28th August 2017
In case you missed it... the bobsguide articles that have generated the most interest in 2017 to date.
The most significant fintech acquisitions of 2017 so far
According to KPMG’s Pulse of Fintech report, fintech VC activity in Europe has hit a historically high level for successive quarters. In Q1 2017, global... read more
28th August 2017
In case you missed it... the industry opinion that has generated the most interest on bobsguide in 2017 to date.
Don’t become SAP’s next multi-million pound target for indirect usage
Matt Fisher - Vice President of Marketing & Communications, Snow Software
Many customers have a form of love/ hate relationship with their... read more
22nd August 2017
Our roundup of the biggest people moves affecting the fintech industry throughout 2017.
Monzo appoints Curve co-founder as COO
Monzo has named Tom Foster-Carter as its new Chief Operations Officer. With previous spells at child friendly banking Osper, and app banking Tandem Bank, he co-founded Curve in 2015 with Shachar Bialick where he... read more