Asset Management Systems Insights


Developing ecosystems to improve communication and facilitate liquidity

8th May 2017

Company: IPC
Over the last year or so, we have seen a shift in the way different asset classes’ trade. As banks become more heavily regulated – and with MiFID II now less than a year away – there is an evident lack of liquidity limiting banks in making markets and providing liquidity particularly in the fixed income asset class. As a result,... read more

Clockwork reporting - A new era in investment services

2nd May 2017

Company: targit GmbH
In the ‘post-crisis’ environment of  the last couple of years (almost a decade to be more accurate), investment firms are constantly trying to catch-up with the regulators’ growing appetite to increase market transparency and customer protection by collecting transaction data, tighten reporting regulations with ever... read more

Evolving trends in the performance and risk market

27th April 2017

Company: StatPro Group
On Friday April 7 2017 StatPro announced the acquisition of UBS Delta, an award-winning risk and performance service offered by UBS. The combination of UBS Delta with StatPro Revolution will result in one of the most comprehensive portfolio analytics platforms on the market. Both systems are fully multi-asset and there is some overlap of functions,... read more

Providing competitive asset and wealth management with in-memory computing

25th April 2017

Company: GridGain Systems
Asset and wealth management services providers face mounting competitive pressure on two fronts. On one front, today’s investors, especially younger ones, have very different expectations. Rather than relying on the advice of a single investment advisor, they tend to get more personally involved by consulting peers and independent reports and... read more

Top interviews from Q1 2017 part two: MangoPay, Moven, Barclays, LexisNexis and Margaris Advisory

17th April 2017

Company: bobsguide
1. "Because of PSD2 we might see a number of companies enter the tri-party payments space in an effort to maintain growth, but there is a lot of work they’ll have to do to catch up to where we are": James Morton, Mangopay Country Head UK & NL The crowdfunding and marketplace model industries have blossomed in recent years,... read more

How to select: AML software, fund management software, corporate treasury systems

17th April 2017

Company: bobsguide
1. AML software: How to select the right provider in 2017 Regulatory pressure on financial institutions and services to crack down on illegal activity has never been stronger. The sophistication levels of criminals wishing to process finance illegally, coupled with the increased scrutiny financial institutions are now facing, supported by fines... read more

The influencer interview: Danielle Guzman

12th April 2017

Company: bobsguide
Danielle Guzman is global solutions marketing leader for Mercer, based in New York. She has over 20 years of experience as an insurance marketer and is an expert in the financial services industry. She was recently ranked #2 in the InsTech Power 100 leader board and #5 in the Women in Finance 100. bobsguide spoke to the marketing leader about... read more

Industry trends Q&A: Broadridge Revenue and Expense Management Solutions GM Boston Christopher John

12th April 2017

Company: bobsguide
With over 20 years of experience in building, implementing and supporting financial service applications, Christopher John currently leads the revenue and expense management solutions as president at Broadridge. Prior to his current role, he was the director of fixed income trading systems for Bank Boston Robertson Stephens. There he was... read more

Delivering a high quality investment outcome through portfolio optimisation

4th April 2017

Company: Objectway
Alberto Cuccu - Chief Client Solution Officer, Objectway Strategic asset allocation is the basic framework of the investment process and the first important choice to do. According to Morningstar and its famous research of 1986, about 93% of the returns from investment were due to asset allocation. Today, the landscape is roughly... read more

The impact of Brexit: Fintech firms begin to speak out

30th March 2017

Company: bobsguide
With Article 50 being enacted this week, the fintech industry is considering what the new landscape created by the UK formally announcing its intentions to leave the EU will mean for themselves, their clients, both financial services and SMEs, and the economy. Stephen Burke – Group Corporate Development Director of asset management... read more