Review some of most popular blogs and articles from the StatPro content library – issues affecting asset managers and service providers of all sizes.

Following on from The Summit for Asset Management (TSAM) earlier this year in New York, we caught up with Eric Bernstein, the President of Broadridge Asset Management Solutions and Steve Powell, the Senior Business Development Manager at StatPro to discover more about the recently published eGuide, examining the essentials of asset servicing – both today and tomorrow.

Of all the industries where blockchain technology has been proposed to revolutionize the way things are traditionally done – and there are many – financial services is the leader of the pack.

Technology has not only changed the way financial services are delivered and consumed but also has led to the creation of entirely new asset classes. The surge in popularity of Bitcoin and other cryptocurrencies could scarcely have been predicted before it happened and, in many ways, regulators…

It’s no stretch to say technology has become extremely important to the fixed income trader, especially technology that can help make sense and glean insight out of the massive amount of data that exists in today’s marketplace. Unlike other sectors, the fixed income world is full of different typ…

In this, the third and final installment of our series on the CFA Institute’s Global Investment Performance Standards (GIPS®) 2020 revisions, we are continuing our look at some of the proposed changes detailed in the standards and how they may affect financial analysts. The GIPS® 2020 project seeks to revise and bring up-to-date many of the statutes in the current GIPS® standards, which were last revised almost a decade ago.

Review some of most popular blogs and articles from the StatPro content library – issues affecting asset managers and service providers of all sizes.

As we wrote about in our recent whitepaper, the first major revision of the Global Investment Performance Standards (GIPS®) in more than a decade is underway. Known as GIPS® 2020, the project aims to bring the standards closer to universal acceptance by asset managers, asset owners and regulators by filling gaps that currently exist, eliminating unnecessary elements and correcting misinterpretations where they previously existed.

The explosion of data in fixed income markets has changed the way that portfolio managers have traditionally operated. Manual spreadsheets no longer cut it and firms that want to stay ahead of the competition need to invest in cutting edge data and analytics technology.

Like any heavily regulated industry, financial services has many sets of third-party compliance standards and guidelines to follow. While compliance with some of these industry standards is voluntary and serves as more of a best practices framework, most responsible firms do make an effort to sta…

It’s essentially a fact of life: a massive volume of data flows through fixed-income trading desks every day. But, despite the increasing influx of data, most PMs still rely on manual, outdated methods of extracting intelligence from the growing supply of information.

Many financial institutions are now working with FinTech providers in partnerships that are helping transform the industry. Instead of seeing this wave of new start-ups and technological innovation as a threat, institutions are recognizing the opportunity, and young FinTech businesses are discove…