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...

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

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...

It’s essentially a fact of life: a massive volume of data flows through fixed income trading desks every day. But, despite the increasing influx of data, most portfolio managers still rely on manual,...

Many financial institutions are now working with FinTech providers in partnerships that are helping transform the industry. Instead of seeing this wave of new start-ups and technological innovation as a...

Stemming from StatPro's inaugural global regulations panel earlier this month, when it comes to the relationship between regulators and financial firms in the European Union versus the United States, it’s...

We’ve all seen the little green bar on our web browsers and the padlock icon that tells us the site we are visiting is secure. Whilst this is a very useful and visual indicator that the website owners have...