
Routes out of legacy central – How can asset management operations update old tech?
A lot has been written about the high levels of legacy technology within the asset management industry. There are many reasons why this is still the case. The way technology was layered-up over time as various solutions came to market, both internally developed and from a large backdrop of third-party providers, is one of these reasons

Rule 22e-4 and the four buckets: What you need to know
The complex nature of modern derivatives combined with the increasingly global and interconnected nature of the financial ecosystem, has led regulators to place higher burdens on fund managers to know their liquidity position. Since funds have long moved beyond just trading well-known and large…

How to tell the difference between cloud native and cloud wrapped software
Cloud computing is changing the way we all consume and interact with technology. Whether this is at home with Netflix or Amazon Alexa, or at work, with cloud-based services like Office365 or Salesforce, or other specialist enterprise applications. In business, cloud computing is an enabler, creat…

Using technology to manage liquidity risk
If the financial crisis of a decade ago taught us anything, it’s that the liquidity of traded financial instruments is unpredictable and can fluctuate wildly in a matter of seconds. During the crisis, the eventual loss of liquidity, combined with the highly interconnected nature of modern directi…

A Short History of Performance Systems
It has been over 50 years since Peter Dietz published his seminal work ‘Pension Funds: Measuring Investment Performance’ – when performance measurement became both standardized and quantifiable and a new industry was born. Over the following years, performance measurement evolved from simple calc…

Creating Risk Forecasts for Clients
It’s common for asset managers to communicate their expected return forecasts to clients, but less so their expected risk forecasts. We believe a key reason for this is that the language of risk and return are different. Return is well-defined by PnL, whereas risk needs to be viewed as an analyti…

Diversification: Truly a free lunch
Whilst books and courses on portfolio theory tend to concentrate on equities, diversification is just as important in fixed income and multi-asset investing. Portfolio managers and risk controllers must understand and control the level of diversification (or concentration) of exposures to issuers as well as to sectors and regions.

What can asset managers learn from Netflix?
What can asset managers learn from the way Netflix transformed content distribution? How can we move on from producing and blindly distributing large volumes of static reports, to creating content tailored for a specific audience and distributing using intelligent online self-service platforms?

Balancing Marketing Brand Standards with Fund Administration ROI Expectations
Balancing Marketing Brand Standards with Fund Administration ROI Expectations

Global Risk Outlook: FANG stocks in volatility
The four FANG stocks have had a significant impact on the US equity market when looked at as a whole. Together, they account for nearly 8% of the S&P 500, and that number will rise if the market cap of these giants continues to increase. So what happens to market volatility when the hottest trade starts to unwind?

How Smart Can Your Fund Be?
In his latest blog, Tom Pfister, Global Vice President of Product Strategy, discusses the similarities between SmartCities and the work the asset management industry is doing to gain insights through

Asset Service Providers: Opportunities and Challenges
Andrew Peddar, StatPro Group COO, discusses the opportunities and challenges facing Asset Service Providers and their middle office outsourcing services.