Analysis

Visualization tools lighten back office operations load

Fund managers adopt traditional front-office tech to streamline ops teams

Emily Sakamoto 14 February, 2018

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

Q&A: OppenheimerFunds’ CTO, COO

Eric Meltzer, OppenheimerFunds’ CTO and COO, laid out his firm’s 2018 technology vision for Fund Technology.

Emily Sakamoto 8 December, 2017

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




Fund admins mount competitive pressure on regtech vendors

Admins are bolstering their offerings to supply funds with traditional tech vendor solutions

Emily Sakamoto 4 December, 2017

COO Spotlight: Halbert Hargrove’s JC Abusaid

Head of ops at $2.5bn wealth adviser forges fintech path going into 2018

Emily Sakamoto 1 December, 2017

ICI 2018 Operations Outlook

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

Danielle Kane 27 November, 2017

T. Rowe to move tech to Amazon’s cloud platform by 2020

Manager completes two-year planning phase; considers other cloud partnerships

Emily Sakamoto 21 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




Small funds benefit from tech boom

Affordable outsourcing options emerge for fund companies with small budgets

Emily Sakamoto 10 November, 2017




Rise of the chief data officer

Fund firms tinker with structures to house data responsibility

Emily Sakamoto 10 November, 2017




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