Jul 7, 2022 | Blog, Resources
With the ever-changing regulations and the strain they place on internal resources, it is increasingly important that firms have a streamlined and holistic approach to their data, calculations, and processes to meet the evolving regulatory requirements. In a few short...
Nov 18, 2021 | Blog, Resources
The wealth management industry is on a rapid growth trajectory, with AUM projected to increase by as much as 50% between 2020 and 2025, according to the Business Research Company1. This means there is an incredible amount of opportunity in the space, but it also means...
Jul 29, 2021 | Blog, Resources
Connect: Key issues for the global fund industry today Over the past 18 months we have been through some of the craziest times the world and the industry have ever seen – yet we survived, and dare I say, we even thrived. While we may be living in the “new normal”, the...
Jul 22, 2021 | Blog, Resources
It’s no secret that the 2008 financial crisis served as a major turning point for asset managers and in particular their compliance and regulatory oversight teams. Beginning with the passage of the Dodd-Frank Act in 2010, these firms faced a tidal wave of new...
Jun 24, 2021 | Blog, Resources
A derivative is a financial instrument whose price is based entirely on something else. And in the separation between price and the underlying asset, things can get complicated and risky. That’s why – for as long as derivatives have existed – those in charge have...
