Archive | Operations Management

Balancing Marketing Brand Standards with Fund Administration ROI Expectations

For most asset managers, regulator-mandated investor-facing reports such as quarterly or annual financial statements or prospectuses have become more than just reports to meet disclosure requirements—they are also a way to showcase their brand to investors. Some fund reports are graphics-heavy, using custom fonts, unique spacing and other tricks to set their brand apart. These […]

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Putting the Consistency in the Inconsistency: The Importance of a Global Regulatory Framework

Deloitte’s 2018 Regulatory Outlook states that even with all of the regulatory discussions and progress toward regulatory transparency both in Europe and in the United States in 2018, the uncertainty from a global regulatory perspective will remain. The Outlook specifically points out that “[f]inancial services firms need to be prepared to deal with the challenges […]

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Artificial Intelligence in the Fund Industry:

Why Back-Office Workers Shouldn’t Fear the Future

More often than not when I browse a trade journal or the news these days, Artificial Intelligence (AI) is front and center. AI, robots, and other technologies reminiscent of science fiction, are beginning to take shape in all aspects of our lives. From the automotive industry to Amazon, and now even to the financial services […]

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Declining ‘Globalization’: Reshoring, Localization and Today’s Politics

Revenue growth projections for offshoring software services and business-process outsourcing (BPO) activities are deteriorating – across the globe. 2017 sales projections for the big players have been reduced multiple times. Industry analysts are downgrading their projections as offshoring firms are continuously battered with increasing headwinds. With the passing of Brexit, the United Kingdom voted for […]

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How RegTech is Creating New Relationships between Global Service Providers and Technology Firms in the Search for Revenue

On a recent flight home after a client meeting, I found myself thinking about what is really motivating global financial services companies in their decision-making around technology and regulatory compliance. In the highly competitive third-party administrator space, I think one of the primary motivators is the fear of revenue loss (really, it’s a motivator for […]

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Steady Navigation Can Turn Fund Industry Tidal Waves into Ripples

The convergence of lower interest rates, unpredictable and underperforming markets, and increased consolidation and competition in today’s fund industry has left asset managers scratching their collective heads and wondering how to navigate this endless wave of challenges. Not only must their navigation of the obstacles be flawless, they must best the changing landscape to enable […]

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Fund Automation: The Final Frontier

For years, the fund industry has been looking for ways to manage costs while continuing to provide competitive products to the increasingly complex marketplace. Ironically, we have done little to look in the mirror and realize how diametrically opposed those two concepts are. As traders continue to invent and then trade in new derivatives, and regulators subsequently […]

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