The 5th Annual Asset Management Industry Forum
I attended the FSO Knowledge Exchange “5th Annual Asset Management Industry Forum” event in December last and was lucky enough to be asked to contribute as a speaker on the panel discussion “Expert...
View ArticleBattle for the middle office
I note that the industry press are starting to pick up on the new battle fronts that have opened up in the mythical middle office - check out the recent article in Ignites. This is symptomatic of a few...
View ArticleClient Reporting – Data Management: The Critical Issues
I recently participated on a panel discussion at the Osney Media’s Client Reporting Conference in London that was chaired by Peter Bambrough a management consultant at Citisoft. The topic for the...
View ArticleRegulation Survey Results: Part 2
This piece is a follow-up to my most recent blog posting on the results of our recent “data management and regulation” survey. I think the survey gave us a good chance to get a snapshot of what people...
View ArticleData Management in the Cloud..
To date there has been some reluctance amongst asset managers with respect to managing their security and product master data in the cloud, yet the same organizations are actively pushing their CRM...
View ArticleConvergence of retail and institutional
I have noticed a definite trend over the last number of years with respect to the convergence of the retail and institutional worlds within asset management firms. It is not simply just a convergence...
View ArticleWebcast: The impact of upcoming regulation on data management
I am hosting a webcast on “The Impact of Upcoming Regulation on Data Management” on Wednesday 25th July 2012, 3pm BST, 10am EST. Regulation is a key challenge in the industry and in an unprecedented...
View ArticleThe necessary inconvenience of calculating your true AUM
For many asset managers, calculation of their assets under management (AUM) is a complex, intricate problem – probably best summarized in one word as a “struggle”. Why so? Surely you just get the list...
View ArticleAUM ebb and flow – measuring the pulse of success and failure
In a previous post I discussed the problems many fund management firms have when it comes to the calculation of assets under management (AUM) and the importance of having a systematic, repeatable...
View ArticleIBOR – the next great hype?
Is IBOR (Investment Book of Record) the next great hype? I will share my own view later, but I suspect IBOR is to some investment management professionals, what Big Data is to some technologists – a...
View ArticleDifferent Routes: Same Destination
We had our very first user conference for our core data management product recently. The conference took place in Dublin and we had visitors from Europe, and US, representing a broad diversity of the...
View ArticleBattle for the middle office
I note that the industry press are starting to pick up on the new battle fronts that have opened up in the mythical middle office – check out the recent article in Ignites. This is symptomatic of a few...
View ArticleClient Reporting – Data Management: The Critical Issues
I recently participated on a panel discussion at the Osney Media’s Client Reporting Conference in London that was chaired by Peter Bambrough a management consultant at Citisoft. The topic for the...
View ArticleRegulation Survey Results: Part 2
This piece is a follow-up to my most recent blog posting on the results of our recent “data management and regulation” survey. I think the survey gave us a good chance to get a snapshot of what people...
View ArticleData Management in the Cloud..
To date there has been some reluctance amongst asset managers with respect to managing their security and product master data in the cloud, yet the same organizations are actively pushing their CRM...
View ArticleConvergence of retail and institutional
I have noticed a definite trend over the last number of years with respect to the convergence of the retail and institutional worlds within asset management firms. It is not simply just a convergence...
View ArticleWebcast: The impact of upcoming regulation on data management
I am hosting a webcast on “The Impact of Upcoming Regulation on Data Management” on Wednesday 25th July 2012, 3pm BST, 10am EST. Regulation is a key challenge in the industry and in an unprecedented...
View Article
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