In July 2020 we participated in a Financial Technologies Forum (FTF) webinar in called “Performance Teams Under Pressure”, where fund and asset management professionals and service providers were asked...
The start of a new year is always an exciting time to look ahead at what can be and to reflect on what has been. Sometimes we are compelled to look beyond the year coming up and instead reflect on more than...
If you work in the US funds space and don’t live under a rock, then you know that this summer the SEC proposed comprehensive changes to the way that fund companies communicate with their shareholders, with...
Global investment management firms have had long-standing challenges in complying with the patchwork of laws, regulations and market customs in the places where they do business. The problem is that across...
Whether we are watching Netflix, asking Amazon Alexa for a weather update or checking our email through Office365, cloud computing has changed the way we consume and create information, and how we interact...
The coronavirus pandemic is a trigger event ushering in not only a global financial crisis, but also the inevitable regulations that will follow. After the 2008-2009 financial crisis, the financial services...
With the likes of Amazon, Google and Netflix transforming the way we go about our daily lives, the COVID-19 pandemic is the most recent reminder that in a self-service world, digital-savvy consumers expect...
The introduction of Article 37 Money Market Fund Reporting, albeit delayed until September 2020, has ushered in a new era of regulatory reporting. In an effort to provide insight into the new reporting...