Asset Management Systems Insights


How the cloud offers solutions to MiFID II compliance

22nd September 2017

Company: Hedgd
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

How to choose your new Portfolio Management System

19th September 2017

Company: Hedgeguard
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

MiFID II: Six significant changes for Client Lifecycle Management

13th September 2017

Company: Fenergo
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

Scaling private equity investment systems

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

MiFID II countdown: FCA clarity is still needed before implementation

11th September 2017

Company: Citisoft
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

Leveraging data to streamline and optimise implementations

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

The benefits of upgraded Investment Book of Record technology

4th September 2017

Company: Hedgeguard
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

Fintech in 2017 recap: The most read bobsguide articles of the year so far

28th August 2017

Company: bobsguide
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

Fintech in 2017 recap: The most read thought leadership articles of the year so far

28th August 2017

Company: bobsguide
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

The biggest fintech appointments of 2017 so far Pt. 2

22nd August 2017

Company: bobsguide
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