Connect: Key issues for the global fund industry today

It’s no secret that the 2008 financial crisis served as a major turning point for asset managers and in particular their compliance and regulatory oversight teams.

How many times has your manager come to you and asked a difficult question that they expected you to know off the top of your head? “How many funds hold IBM stock?” or “Which clients use Accountancy ABC as...

So, here we are, at the beginning of 2018, with the awesome task ahead of getting ready for the start of the industry’s NPORT/NCEN era.