Portfolio BI Blog

The Financial Conduct Authority (FCA) is asking its members to reflect and feed back on the likely benefits and negatives of Big Tech businesses such as Apple, Microsoft, Amazon and Google, expanding their operations in the finance sector.

Tough macro headwinds - namely depressed equity markets and volatility in fixed income – are making it increasingly complex for fund managers.

As soon as you enter into a service based business partnership with a provider, their financial viability, operational risk and security posture becomes an extension of your own

Both traditional and alternative asset managers are in the midst of a challenging fundraising period. With institutional allocators becoming increasingly selective, managers need to demonstrate to prospective clients that their internal systems– including technology infrastructure–are of high-calibre.

There are three key ways to handle your cloud strategy or cloud migration: rehosting, refactoring or rebuilding (rearchitecting). To steer you in the right direction, let’s examine them

The Securities and Exchange Commission (SEC) unveiled protective new proposals in October 2022 which would affect all investment firms that outsource certain functions or services to third party contractors.