Asset Management Systems Insights
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
23rd February 2018
bobsguide sat down with CEO of Smart Valor and 'Bitcoin Queen' of Switzerland, Olga Feldmeier. Olga explicitly outlines the real use cases of blockchain and digital cryptography and how smarter regulation can promote innovation. She also predicts the roadmap to bank disintermediation in the next two to three years.
Tell us about... read more
22nd February 2018
Hedge fund managers are finally embracing the opportunities generated by the evolution of tech solutions, according to a report released by EY late last year. More than half of hedge fund managers are now innovating to improve their operational efficiency and enhance their processes.
With new technologies and hedge fund and portfolio management... read more
16th February 2018
bobsguide rounds up our favourite case studies and collaborative interviews of 2018 to date.
How BNY Mellon is leading the evolution of real-time payments in the US | Analysis of the deal
Last month BNY Mellon and Volante Technologies announced that they had been collaborating to enable BNY Mellon to become the first bank to successfully... read more
15th February 2018
bobsguide brings you some of the asset management solutions to look out for this year
1. FinchTech is a white label platform from TAM Asset Management. It’s a non-advised digital asset management system, designed to engage dormant clients lost to the Retail Distribution Review, while simultaneously enabling IFAs to compete with the... read more