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...

The COVID-19 pandemic has already had far-reaching consequences beyond the spread of the disease, such as plummeting oil prices, stock and bond market volatility and a lack of global liquidity. With a crisis...

Recent financial crises have demonstrated that unpredictable circumstances can cause liquidity to nearly vanish. In response, regulators across the globe have developed new rules to ensure liquidity remains...

It has repeatedly been mentioned that GIPS^® 2020 is the biggest change in the standards since their introduction 20 years ago…

ESG interest takes center stage

Despite investors and pension fund members wanting to know more about the environmental, social and governance (ESG) standards of the companies they invest in, exactly how this...

The 2008 global financial crisis sent shockwaves through the financial community, leaving market participants reeling and forcing many companies to overhaul long-held practices and processes. It also prompted...

GIPS^® 2020 has left many firms with questions as to what exactly is changing and how they should proceed once the update is live. In an effort to provide insight into these changes to the standards, we’ve...

GIPS^® 2020 is coming and while many firms may be unaffected, it is the largest change to the standards since their inception in 1999.

Workflow: Key issues for the middle office in asset management firms today