Solutions
For asset managers, selecting the right fund accounting and reporting platform is a crucial step. Get it right, and everyone – from portfolio managers to back-office staff and investors – can benefit from a seamless experience streamlining many of the most important activities involved in successfully managing a fund.
Get it wrong, and executives can find themselves in a whole world of pain. Problematic technology can delay reporting, throw up compliance problems and force fund managers to embrace time-consuming manual workarounds. Most importantly, it can damage their brand by frustrating investors who may struggle to access investment information they need.
Asset managers face a major change in their margin requirements next year as part of UMR, but many firms have not yet grasped the implications for their tech stack, says Thomas Griffiths (pictured) of Cassini Systems.
In the world of high finance, 13 years feels like an eternity. But the latter phases of strict rules, which have been in the works that long, are poised to have a sweeping impact on the industry, when they are introduced this autumn and next autumn, in their last two phases.
The Uncleared Margin Rules (UMR), which will force hundreds of asset managers to hold
For asset managers, the past 18 months have been a rollercoaster ride as the pandemic has forced them to embrace new ways of working.
The implications have been profound as it has become more critical than ever for management firms to offer staff – everyone from portfolio managers to back office teams – the ability to access essential systems remotely. Many firms which were unable to do this initially have found themselves scrambling to update their technology. But the surge in home working has also fuelled mounting fears over cybersecurity.
How can asset managers ensure their systems are as safe
“What we have seen in 2021 is an acceleration in the adoption of cloud-based infrastructure,” says Alex Dobson (pictured), SVP of Product at global financial technology and professional services firm Arcesium.
“The pandemic certainly played a role as firms that leveraged cloud-based technology adapted to the challenges of being fully remote. As firms struggled to manage legacy in-house infrastructure, a cloud-first approach went from being a choice to the choice for many of these firms.”
However, for many asset managers, the migration to the cloud can be a daunting prospect.
While the process of shifting operations from in-house technology to
By Justin Casenta, SS&C Eze –Front-office technology has evolved. Hedge funds today need a sophisticated front-office engine to differentiate their business. But many systems aren’t equipped to keep pace with innovations designed to streamline trading processes.
All-in-one, not one-size-fits-all
We often hear an “all-in-one” system is what’s required to meet investor demands. But it’s rarely a one-size-fits-all. However, careful technological due diligence can help ensure the system you choose has the necessary advanced trading tools your front office needs to stay ahead.
Even as order management and execution management systems continue to converge, how the consolidated systems work together
There’s no question that over the past 18 months, the pandemic has changed the way asset managers operate. Traditionally, fund managers would have done many things in-house with their teams. However, these days, they are increasingly seeking to outsource activities to a third party.
Ben Goderski, Sales Director at SS&C Advent, has witnessed this phenomenon first-hand. He says many funds are pushing to minimise costs by reducing their technology footprint and evaluating new and more innovative ways of doing business.
Above all, they are eager to do more with a small team, who can then concentrate on the core elements
In a race to glean fresh insights from ever larger pools of data, asset managers are deploying powerful new tools to gain an edge over their rivals.
In this exclusive Q&A with Hedgeweek, Daniel Johnson (pictured), Senior Vice President, EMEA Fund Services for SS&C Technologies, explains the surge of interest in ESG investments – and examines the growing role ESG data is playing in helping shape asset management decisions.
Is ESG investment a new trend?
Not at all. More than 200 years ago, it began with Socially Responsible Investing (SRI). In the last 20 or 30 years, SRI has moved on significantly.
In 2006, the UN published its Principles for Responsible Investing (PRI). Then, in 2015, its Sustainable Development Goals said we should be using capital in a more productive way
By Robin Pagnamenta – It’s been a year that many of us would probably prefer to forget, but for asset managers the pandemic has turbocharged many underlying technology trends that were already in place before anyone had ever heard of Covid-19. The migration of more and more activities onto the cloud has been underway for years, of course – propelled above all by the sheer volumes of data which asset managers now juggle daily in order to shape their investment decisions.
But those firms which had already shifted many of their activities into cloud-based solutions well before the pandemic hit last
A new in-depth white paper by SEI sets out how the fund management industry can best address the often complex and challenging process of middle office outsourcing, particularly in the rapidly-altered Covid-19 working environment.
