Workflow: Key issues for the middle office in asset management firms today
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...
As we wrote about in our recent eGuide, the first major revision of the Global Investment Performance Standards (GIPS®) in more than a decade is underway. Known as GIPS® 2020, the project aims to bring the...
The explosion of data in fixed income markets has changed the way that portfolio managers have traditionally operated. Manual spreadsheets no longer cut it, and firms that want to stay ahead of the...
Like any heavily regulated industry, financial services has many sets of third-party compliance standards and guidelines to follow. While compliance with some of these industry standards is voluntary and...