The Decision: In-House vs. Outsourcing
In today’s environment of cost reduction, expense scrutiny, and lean/efficient processes, every organization needs to explore in-house vs outsourcing
StatPro Revolution Update – July 2014
New batch reporting features allow for quicker production of multiple reports and you can now create child portfolios from any parent directly within the analysis screen, allowing you to change the an
A Change in Perspective
How often have you reflected that both of them have excellent points, although they seem to talk past one another in their effort to assert their perspectives?
Politics, MS-DOS, Data Analysis, and the Largest Change to the Mutual Fund Back Office Since the ‘40 Act
What do politics, MS-DOS, and data analysis have in common? Before 2015 ends, all three will have driven the mutual fund industry head first into…
Is self-service reshaping traditional client reporting? – Part Three
In part 3 of our blog series, Lisa Massena, SVP, State Street Investment Analytics, speaks to Swati Bhoumick about how self-service is changing client reporting processes for asset managers.
Is self-service reshaping traditional client reporting? – Part Two
In part 2 of our blog series, Laurie Hesketh, Director Meradia Group, speaks to Swati Bhoumick about how self-service is changing client reporting processes for asset managers.
There’s No Such Thing as a Best Practice
Requiring blind adherence to best practices ignores an organization’s environment and stifles creativity and innovation…
Is self-service reshaping traditional client reporting?
Dushyant Shahrawat, Senior Research Director CEB TowerGroup, in conversation with Swati Bhoumick about how self-service is changing client reporting processes for asset managers.
The Changing Role of the Performance Team
Technology is driving change in the asset management industry, enabling the performance team to focus on their primary role, measuring performance.
Will the AIFMD fall victim to the law of unintended consequences?
If AIFMD succeeds it could result in more widespread interest in the relevant products and greater competition, but there is a risk that the high cost of compliance could encourage providers to move e
New Fund Regulatory Reporting Requirements Present an Opportunity, Not a Burden
Whether you’re ready for AIFMD or not, it’s coming. The question is, will you view it as another regulatory mountain to climb or an opportunity…reporting
New disclosure requirements for private equity funds
The AIFMD is designed to provide greater protection to those who invest in alternative investment funds. One of the most important ways that it does this is by increasing transparency through the impo