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Seeking Balance: Managing Insurance Portfolios Under Solvency II

Seeking Balance: Managing Insurance Portfolios Under Solvency II

In the post-Solvency II world, asset managers with insurance clients are grappling with additional layers of complexity. In addition to incorporating the cost of capital into the asset allocation process, they are also required to fulfill an extensive set of reporting obligations, leading them to partner with external vendors to implement a cost-effective and efficient workflow.

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More Than Compliance: Setting the Scene for the Next Phase of RegTech

More Than Compliance: Setting the Scene for the Next Phase of RegTech

As the RegTech space continues to mature, focus is shifting from the what to the how – that is, from simply being compliant to identifying how asset managers and service providers can leverage technology to refine existing compliance and reporting procedures and execute them with efficiency, precision and cost-effectiveness.

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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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