Insights

Appetite among investment managers for SaaS (Software as a Service) solutions has exploded exponentially over this decade. However, as cost pressures continue to trend upwards for the industry, some firms are looking to extract efficiencies by re-thinking their approaches to both SaaS and the cloud.

Sparked by a combination of growing institutional investor demands, increased regulatory reporting and escalating operational complexity, fund managers are having to make continuous improvements to their in-house technology.

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.

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