Analysis

Funds erase line between ops and tech

Cost pressures, tech expansion drive ops, tech team restructuring

Emily Sakamoto 19 January, 2018

Middle-office outsourcing gains popularity

Managers moving away from function-specific outsourcing, favoring full-office deployments

Danielle Kane 11 January, 2018

Behind the Curtain: Mifid II research payment disparities induce ops headache

SEC relief provides cushion, but industry anticipates harmonized research payment approach still needed

Danielle Kane 7 December, 2017

ICI 2018 Operations Outlook

COO Marty Burns predicts feedback on transaction holding, increased appetite for robotics

Danielle Kane 27 November, 2017

Manager Spotlight: Summit Global Investments

CCO Bryce Sutton discusses firm’s decision to use series trust model, which relationships it still handles internally

Danielle Kane 20 November, 2017

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




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