Insights

 Curated Articles & Insights from our Team

Blog Posts

The complexity IFPR and ICARA reporting requires a robust data management strategy

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...

The SEC revamps Form PF

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...

Maximizing compliance and reporting potential with cutting edge OMS

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

Greenwashing – data is key to prevention

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...

Data lakes vs data warehouses: considerations for storing data

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...

Analogue to digital: Increased demand from investment firms for SaaS solutions

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...

Private equity – a long, winding digital journey

We have long spoken about private equity regarding their lack of automation and steadfast refusal to digitalise core operations - at least relative to other asset classes such as hedge funds and...

Crises force firms to prioritise resilience

Two black swan events have unfolded in the space of just two years - sparking not just unprecedented market volatility but upsetting global supply chains in their wake. Consequentially, asset managers...

Cloud computing unlocks opportunities for asset managers

Cloud-based technologies confer on asset managers a number of operational and strategic benefits at a time when their margins are being badly squeezed...

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