Analysis

To Protect and to Server: Bespoke cybersecurity insurance on the rise

Firms look toward standalone coverage to guard against threats as cybersecurity insurance market matures

Danielle Kane 2 November, 2017

Adviser fee schedules create operational headache

Investment companies explore automated tech to manage fee billing

Danielle Kane 1 November, 2017

Manager Spotlight: Saturna Capital

President Jane Carten discusses why the $3.5bn firm does not outsource, benefits to developing proprietary tech

Danielle Kane 24 October, 2017

Regulatory Roundup

Firms are performing a juggling act with compliance deadlines

Jason Bisnoff 9 October, 2017

Liquidity rule puts sub-adviser relationships under microscope

Advisers and sub-advisers are grappling with who should be responsible for securities classification

Danielle Kane 4 October, 2017

Industry on edge: EDGAR Breach

EDGAR hack puts ops on front lines, raises concerns on reg-reporting

Danielle Kane 4 October, 2017

Incubator Industry

Larger shops attracted to series trust fund model to grow assets in established infrastructure

Danielle Kane 8 September, 2017

Crossroads: Compliance and data management

Regulatory reporting for multiple forms requires ‘golden copy’ of data

Danielle Kane 5 September, 2017

Q&A: Stepping out from the fund administrator shadow

How to cut costs by moving away from administrator shadowing

Danielle Kane 28 August, 2017

Forum: Preparing operations for SEC impending regs

For FO’s forum, lawyers, fund administrators and technology vendors all chimed in

Danielle Kane 3 August, 2017

Surviving AI Annexation

AI poised to enhance human-based financial advice, despite expected blow to ops jobs

Danielle Kane 3 August, 2017

Innovation labs marry ‘suits and jeans’

Collaborative workspaces aim to get biz and tech teams working together

Danielle Kane 31 July, 2017




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