Tag Archives | DataTech

DataTech: Technology Innovation that Puts Data first

Just a few years back, the industry was responding to regulatory filings like Form N-MFP, AIFMD Annex IV, Form PF, Form CPO-PQR and Solvency II with individual software solutions to solve each one of those requirements in isolation from the others. And, just as regulatory fatigue had become the norm, U.S. mutual funds braced for […]

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Beyond Compliance: Outlook for 2018

As we begin 2018, I am reminded of the remarkable evolution that has taken place in the fund servicing industry in the decade following the market downturn. It’s hard to imagine the pre-crisis era when static human disclosures and documents were considered good enough for regulators. The post-crisis shift in focus from investor protection to […]

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