Asset Management Systems Insights
21st December 2017
In a recent bobsguide article, Charles River discussed how Smart Beta products can improve portfolio diversification, minimise undesirable correlation risk, and deliver better risk-adjusted performance. These products are increasingly popular with both asset owners and investment managers because they provide conveniently packaged exposure to a... read more
21st December 2017
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
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
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
12th December 2017
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
11th December 2017
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
11th December 2017
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
9th December 2017
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
7th December 2017
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
6th December 2017
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