Asset Management Systems Insights


MiFID II: Still scrambling to the finish line?

21st December 2017

Company: corfinancial
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

Designing Smart Beta portfolios: Challenges and considerations

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

How fund look-through improves buy-side risk monitoring and performance evaluation

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

Revolutionising asset and wealth management, spread betting and fintech with in-memory computing

12th December 2017

Company: GridGain Systems
Digital Transformation is taking place in every industry, and the extent and pace of change in financial services is truly breathtaking. “In-Memory Computing for Financial Services eBook, Part 1” published by GridGain Systems, explored how in-memory computing platforms such as Apache® Ignite™ and GridGain support rapidly... read more

MiFID II, PSD2, GDPR: 12 months of regulation reviewed | Fintech Recap 2017

11th December 2017

Company: bobsguide
Tech buzzwords such as AI and blockchain have certainly garnered plenty of attention in the past year, and quite rightly so. But no single trend, objective, or concern has piqued the interest of the bobsguide community more in 2017 than regulation compliance, particularly in relation to three of the most significant pieces of legislation to affect... read more

Are disruptive technologies a distraction to addressing the burden of legacy technology?

11th December 2017

Company: SimCorp
Market conditions have been less than kind to the asset management industry. Mounting regulatory pressures, the fee squeeze and a continuing low interest rate market have pushed firms to define themselves by their competitive edge. Agility is becoming an increasingly crucial goal for firms, whether it is being able to get new investment vehicles... read more

bobsguide's interviews of the year: Eric Bernstein | Fintech Recap 2017

9th December 2017

Company: bobsguide
As part of our review of the past year in fintech bobsguide is revisiting some of the standout interviews we have conducted in the past 12 months. Today's interviewee is Eric Bernstein, President of Investment Management Solutions at Broadridge. bobsguide sat down for an exclusive interview with Eric in the summer, three months after taking... read more

Takeaways from the major financial conferences of 2H | Fintech Recap 2017

7th December 2017

Company: GlobeTax
The financial services conference circuit: a whirlwind of non-stop information propagation. While the back-to-back PowerPoints, continental breakfasts, and business card exchanges can fatigue the heartiest corporate road warrior, there is simply no substitute to being ‘in the room where it happened.’ The forums nurture the exchange of... read more

MiFID II readiness: Tackling the Legal Entity Identifier challenge

6th December 2017

Company: Fenergo
Initially scheduled for implementation on January 3rd, 2017, the Markets in Financial Instruments Directive (MiFID) II was pushed back to 2018 based on industry feedback regarding the exceptional technical implementation challenges that it poses for regulators and market participants alike. With the EU commission recently ruling out any further... read more

The countdown to MiFID II: Born on the 3rd Jan?

5th December 2017

As the peal of the 2018 New Year’s Day bells fade away, spare a thought for all those MiFIDians, for whom the seasonal break was shorter than usual, or was a welcome respite before the oncoming storm on 3rd January go-live, a date itself tempestuously debated by the industry. Following a year’s reprieve, has the industry spent its time... read more