Analysis

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

Biometrics: Protecting Client Assets

Biometric technology has strong use cases for AML and KYC regulation purposes, and can be used as a way to enhance overall cybersecurity

Danielle Kane 8 May, 2017

Precise ways to prep reg-reporting

To comply with upcoming SEC rules, ops teams must move away from elusive strategy talk and develop tangible practices that teams can start working on

Danielle Kane 28 April, 2017

DOL advocates for clean shares

The DOL joins the SEC to support clean share movement

Danielle Kane 25 April, 2017

Analytics and AI: When is the right time to implement?

New technologies are discussed regularly at industry events, but executives are beginning to draw timelines for actual adoption, starting with predictive analytics and artificial intelligence

Danielle Kane 4 April, 2017

Manager Spotlight: OppenheimerFunds

Eric Meltzer, Chief Technology and Operations Officer, spoke to FO about why the $226bn asset manager is set to boost investments in robotics and machine learning

Danielle Kane 31 March, 2017

ICI Conference: Liquidity Risk Management Matters

At this year’s ICI Conference, operational and compliance executives discussed how they are tackling the upcoming liquidity risk management rule and what to expect from the SEC

Danielle Kane 16 March, 2017




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