Analysis

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

Cloud security concerns decreasing

Fund complexes are becoming more comfortable with cloud technology as the industry experiments with services and researches implications

Danielle Kane 5 July, 2017

Manager Spotlight: Putnam Investments

Chief of Ops Michael Woodall discusses Putnam’s use of partnerships to invest in new tech

Danielle Kane 5 July, 2017

2020 Vision

Broadridge research illustrates how buy- and sell-side firms can invest in their operations over the next three years to ultimately increase profits

Danielle Kane 21 June, 2017

Q&A: MiFID II: Client information reporting critical for U.S. managers

Two executives from trading and compliance consulting firm IMP spoke to FO about how U.S. managers should prepare middle-office operations to comply with MiFID II

Danielle Kane 2 June, 2017

UCITS 101

As UCITS increase in popularity, it is critical U.S. managers understand the compliance and operational hurdles that must be overcome prior to launching a product

Danielle Kane 2 June, 2017

Freeing Up Liquidity Under T+2

As the compliance deadline to move processes to T+2 looms, fund ops experts assess how the shortened settlement cycle will free up funding and mitigate liquidity risk

Danielle Kane 30 May, 2017




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