By providing investment data management automation systems for top asset management firms worldwide, those of us at Confluence have a close-up view of the back-office challenges these firms continue to...

This post is an excerpt from an article in the most recent volume of the Journal of Performance Measurement written by Carl Bacon, CIPM, StatPro Chief Advisor, Ian Thompson, Ph.D., Global Head of Portfolio...

StatPro Group plc, the AIM listed provider of cloud-based portfolio analytics and asset pricing services for the global asset management industry, capped off 2018 with: a new strategic partnership with...

With two major acquisitions made in 2016 and 2017 respectively, integrating these platforms into our flagship platform, Revolution, is progressing nicely with several big rollouts coming in 2019.

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

This post was first published by TSAM on Wednesday, 14^th November.

Of all the industries where blockchain technology has been proposed to revolutionize the way things are traditionally done – and there are many – financial services is the leader of the pack.

Technology has not only changed the way financial services are delivered and consumed, but also has led to the creation of entirely new asset classes. The surge in popularity of Bitcoin and other...

It’s no stretch to say technology has become extremely important to the fixed income trader, especially technology that can help make sense of and glean insight out of the massive amount of data that exists...

In the third and final installment of our series on the CFA Institute’s Global Investment Performance Standards (GIPS^®) 2020 revision, we continue to look at some of the proposed changes outlined in the...