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Adapting Smoothly to SEC Rule 18f-4

Adapting Smoothly to SEC Rule 18f-4

To modernize the regulatory framework covering derivatives, and to address how both derivatives themselves and the risks they pose to investors have changed, the SEC has fundamentally changed the rules.

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What can asset managers learn from Netflix?

What can asset managers learn from Netflix?

From technology decisions, to building the ultimate self-service platform for television content, what can asset managers learn from Netflix when looking at digitization and information distribution?

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GIPS 2020: Everything you need to know

GIPS 2020: Everything you need to know

As investor expectations increase and product innovation develops, the standards are evolving to remain relevant and maintain their core purpose: ensuring performance transparency and comparability.

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Self Service – Why it is important now more than ever

Self Service – Why it is important now more than ever

The self-service revolution has empowered consumers to digitally seize control, leaving all but the best firms to play catch-up. What happens when digital-savvy customers encounter an investment management industry where two-thirds of firms rely on systems that pre-date 2007?

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