Data Solutions Insights

The clock is ticking on the European Union (EU)’s Shareholder Rights Directive II (SRD II), which comes into force on 3 September 2020. It’s part of a cross-sector industry initiative to improve the existing set of standards on corporate actions and general meetings for listed equities, whilst addressing other issues for which the... read more

Dear reader, As the coronavirus pandemic spreads, we continue to hear and read unsettling stories from around the globe. At bobsguide, we recognise that the need for articulate, up to date and informative reporting is going to be crucial, as businesses restructure and economies readjust. Over the coming days and months our content delivery... read more

With rapid advancements in data and analytics, today’s client-facing technology (CFT) has emerged as a competitive advantage for funds. It encompasses data, analytics, projections and other critical information – all personalised for investment managers and their clients. As technology capabilities have soared, so too have client... read more

At a time when deals are more competitive than ever and asset prices are soaring, private equity (PE) firms need to do everything they can to avoid deals turning sour. Yet in recent months we have seen prime examples of how ignoring the web of a target company’s extended network can cause problems. Here, we’ll look at some examples of... read more

For more than a decade, the asset management industry has witnessed large-scale consolidation driven by increased margin pressures, as investors continue to shift their savings away from active funds in favour of cheaper passive investment strategies. This exodus from active funds shows little sign of slowing however, with US passive funds... read more

Invisible liquidity is unmanageable liquidity. This inconvenient truth remains as valid today as it has ever since the discipline of liquidity management first emerged. Furthermore, while it may be widely-acknowledged, it certainly isn't widely-resolved. The number of global multinationals who can honestly claim that their treasuries have 100... read more

As a growing number of financial operations move to ‘real-time’, treasurers need to rethink how they organise and manage treasury functions ensuring that investment in technology can support seamless processes, efficiently. According to BCG’s research "70 percent of treasurers have yet to embrace digitisation in a... read more

When companies make the decision to turn to technology to optimise their financial setup, they tend to come with a long catalog of questions. But while RfP-style requirement lists do have their merit, there are other, more targeted ways to ensure you get exactly what you need and when you need it. One of the most effective ones is a scoping... read more

There is a disconnect between associations and market participants over the use of a Master Regulatory Reporting Agreement (MRRA) for European Market Infrastructure Regulation (Emir) and Securities Financing Transactions Regulations (SFTR) reporting. Some say the standard format of contract will make agreements easier. Others suggest the... read more