Marketing / PR Insights

Since the global financial crisis, regulators have given increased attention to the responsibilities of fund management companies* in overseeing their delegated functions. The US Investment Company Act of 1940, and AIFMD and UCITS in Europe, are clear that – while the valuation function may be outsourced – the overall responsibility for... read more

Time is running out to submit entries for the 2019 bobsguide Partnership Awards. With the deadline for submissions just five weeks away, nominations are building up, and the judging team is encouraging market participants to file entries soon to avoid disappointment in what is shaping up to be a hotly contested competition. The awards are... read more

The European Commission’s proposal to amend the single rulebook, the "banking package" – the Capital Requirements Regulation (CRR), the Capital Requirements Directive (CRD) the Bank Recovery and Resolution Directive (BRRD), and Single Resolution Mechanism Regulation (SRMR) has finally reached its final stages after more than... read more

Carlos Domingo is a senior executive, entrepreneur, investor, and currently the CEO and co-founder of Securitize.  Before becoming the CEO of Securitize, Carlos co-founded and launched SPiCE VC, a fully tokenized VC fund. In order to ensure global compliance for SPiCE VC, Carlos and his team created the security token... read more

For buy-side firms, the need to manage operations with more efficiency has never been greater, for two key reasons. For many years the industry as a whole has been witnessing fee compression, coupled with a focus on fee transparency among the regulators in a quest for value for money on behalf of end investors. This fee compression has been... read more

How would you describe ID-Pal? In a world where 80% of relationships are being commenced digitally, ID-Pal makes omni-channel Know Your Customer (KYC) processes, quick, seamless, effective and compliant. What is the most significant technological advance of the last five years for ID-Pal? The ability to completely integrate our... read more

On February 14, Datactics – the Belfast-headquartered regtech, providing data quality and matching software – announced the opening of two new offices in New York and Milan. Among the changes, the company has a new chairman of the board, Graham Paterson, Luca Rovesti has formalised his role in the Milan pre-sales office,... read more

Financial institutions need to improve data quality and availability not only to meet operational goals, but to contribute to core competencies in managing investment performance, reducing risk and meeting compliance goals. Our research shows firms are looking to adopt new and additional capabilities to derive higher levels of business value from... read more

The global insurance market has remained more or less untouched by philosophical shifts for decades. Yet thanks to a flurry of recent tech innovations, an influx of investment from venture capitalists and sky-high demand for bigger, better and faster insurance products, the sector is now engulfed in a proverbial evolution. That evolution... read more