Asset Management Systems Insights
16th May 2018
Every asset servicer faces a trilemma: boost client satisfaction, increase operational efficiency, and decrease costs – all at the same time.
In large part, the trilemma stems from the way in which information flows through the global custody chain. Because each intermediary uses customized systems to manage account and position... read more
20th April 2018
This editor's picks analyses trading from all sides - the legislation, the emerging technologies and the best practice shared by the thought leaders in the bobsguide community.
Technology, MiFID II and 2027: The changing face of the post-trade industry [3:30 mins]
"The Markets in Financial Instruments... read more
9th April 2018
bobsguide spoke with Bruce Berger, COO & CFO of New York based equity investment firm Atlantic Investment Management, and Chris Grandi, CEO of hedge fund solutions provider Abacus Group, to discover how their commercial partnership typifies IT infrastructure for mid-size investment firms in 2018.
Explain the service that Abacus Group... read more
3rd April 2018
Imagine a world where you have to walk a long and winding road of complex, interlinked informational requirements just to optimize tax. A world where failure to tackle those stringent demands in the right way could result in fines and lawsuits for abuse of treaty or tax arbitrage. In other words, imagine a world where the Yellow Brick Road does not... read more
23rd March 2018
Financial advisers without a digital solution are in danger of getting left behind.
Regardless of whether 2018 becomes the year of economic correction as some analysts predict, the shift to alternative assets is gathering pace as investors turn to private equity, infrastructure and property in search of better returns. An ageing demographic... read more
20th March 2018
bobsguide reporter, Dave Beach, recently attended the Objectway 2018 wealth management conference in Rome. After a great pollo parmiggiano and a tour of the Sistine Chapel he made his way to the conference with one question in mind: What’s up with wealth management digitisation?
Slow to the digital party?
Wealth management technology... read more
13th March 2018
Once considered simply a conduit between the front and back office, the middle office is playing a more active part in the investment process for buy-side firms. New regulatory mandates require support for collateral management, risk reporting and commission unbundling. Expansion into new geographies and the increased buy-side use of OTC... read more
7th March 2018
Open source continues to transform how we architect software solutions in every industry. Black Duck’s 2017 Open Source Security and Risk Analysis of over 1000 commercial applications revealed that 96% of applications scanned utilised open source. While the rate of open source reuse has been steadily climbing over the decades, policies,... read more
28th February 2018
bobsguide takes a look at the plethora of geopolitical, regulatory, customer, operational and market risk challenges facing asset managers in 2018.
Whether it is a large and cumbersome regulatory environment (e.g. MiFID II, the General Data Protection Regulation (GDPR) and the Common Reporting Standard), uncertainty surrounding Brexit, growing... read more
27th February 2018
Ten years ago the markets were in the middle of a significant downturn. As of March 2008, the FTSE 100 was at 5776 and the Dow 30 was at 14,237. Both indices had more pain to come, as the full extent of the financial crisis came to light. Of course, after a storm there is a period of reflection and it was during this period that the members of FIX... read more