Insights

 Curated Articles & Insights from our Team

Blog Posts

James Greenway and Shiv Jobanputra discuss digitisation and available technology for asset managers

Q1.Shiv introduces himself and provides and an overview of his role at Axxsys Consulting. Q2. James and Shiv discuss digitisation and the challenges facing asset managers today. Q3.Shiv outlines the...

eflow Global and Portfolio BI working together

Regulatory compliance tech vendor eflow Global is working with Portfolio BI, a developer of investment management software and services, to help managers meet regulator and investor requirements...

The FCA release a discussion paper to consider updating the UK regulatory regime

With the UK looking to update its asset management regime post-Brexit, the Financial Conduct Authority (FCA) has published a discussion paper containing a number of proposals...

Jeremy Siegel explores the public cloud, emerging tech and current regulations

Jeremy Siegel, Chief Executive Officer at Portfolio BI, introduces himself and provides an overview of Portfolio BI...

Why technology could be a make or break for managers during fundraisings

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...

Should we embrace Big Tech’s presence in retail finance with fingers crossed?

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...

Prevention is Better than Cure

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...

Investment funds are facing some significant challenges as we move into 2023

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

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