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Creating Risk Forecasts for Clients

It’s common for asset managers to communicate their expected return forecasts to clients, but less so their expected risk forecasts. We believe a key reason for this is that the language of risk and return...

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Diversification: Truly a free lunch

Most rules have an exception, and the rule that there is no such thing as a free lunch is no exception to this. 

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What can asset managers learn from Netflix?

The popularity of Netflix has exploded over the last two years with over 125 million subscribers now paying for the service.

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Balancing Marketing Brand Standards with Fund Administration ROI Expectations

By Dave Moore | May 14, 2018 | Operations Management

For most asset managers, regulator-mandated investor-facing reports such as quarterly or annual financial statements or prospectuses have become more than just reports to meet disclosure requirements—they...

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Global Risk Outlook: FANG stocks in volatility

What are FANG stocks?

The term “FANG” was coined in 2013 by CNBC host Jim Cramer as an acronym for the four highest performing, high volume, technology growth stocks: Facebook (FB), Amazon (AMZN), Netflix...

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How Smart Can Your Fund Be?

Do you live in a SmartCity? Our guess is that if you live in a relatively big city, it is very likely “smart”. There are many definitions for what makes a SmartCity, but according to Cisco and the Center...

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Asset Service Providers: Opportunities and Challenges

 

Transcription

What are asset managers looking for from their ASPs when it comes to outsourced middle office functions?

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StatPro Workflow Issue Seven: Q1 2018

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

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Physics, Aircraft Carriers, and Liquidity Buckets

By Confluence | Apr 17, 2018 | regulation, Liquidity, SEC

At its March 14 open meeting, the SEC approved a proposal that while still mandating funds to use the SEC’s Form N-PORT to report liquidity classifications, commonly known as “buckets”, it would, among...

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Technology to tame performance data management

As asset service providers continue their success in middle office outsourcing, how can they leverage new technology to manage growing volumes of data and deliver quality to clients?

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