For the past decade, Environmental, Social and Corporate Governance (ESG) instruments have become an increasingly popular choice for socially conscious investors and buy-side firms.

In July 2020 we participated in a Financial Technologies Forum (FTF) webinar in called “Performance Teams Under Pressure”, where fund and asset management professionals and service providers were asked...

The start of a new year is always an exciting time to look ahead at what can be and to reflect on what has been. Sometimes we are compelled to look beyond the year coming up and instead reflect on more than...

The coronavirus pandemic is a trigger event ushering in not only a global financial crisis, but also the inevitable regulations that will follow. After the 2008-2009 financial crisis, the financial services...

Calculating accurate performance attribution in the fixed income markets is a crucial element to success. Not only is fixed income attribution vital to inform, support and defend investment decisions, but...

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

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...

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,...

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?

Just a few years back, the industry was responding to regulatory filings like Form N-MFP, AIFMD Annex IV, Form PF, Form CPO-PQR and Solvency II with individual software solutions to solve each one of those...