Portfolio BI Blog

Regulatory reporting obligations have created a plethora of challenges across different organisations within the financial service industry, from insurers and banks to asset managers and payment processing firms

Introduced under the Dodd-Frank Act as a mechanism to enable US regulators to proactively identify build-ups of systemic risk in the private funds industry

A quality OMS can help managers execute their trades more efficiently, which is critical given how markets continue to become more complex.

According to recent estimates, ESG funds are believed to manage around $330 billion, and this looks set to keep growing. While positive, the sudden growth of ESG has led to concerns around greenwashing; a practice whereby companies misrepresent their green credentials. So how can it best be avoided by funds when they are working with investors?

I hosted a data management roundtable where one participant started off by saying she was told that she should invest in a data lake solution for her Firm because it was the latest technology for data management.

Over the last decade, asset managers have increasingly abstained from implementing manual based reporting techniques – preferring to leverage digital solutions instead. But what is prompting investment firms to do this?