Analysis

Counting down to GDPR

Funds struggle with data mapping, breech reporting ahead of EU-based data privacy reg

Emily Sakamoto 18 April, 2018

Funds eye data lakes amid push for optimization

Managers warm to middle-, back-office use cases for data lake tech

Emily Sakamoto 12 April, 2018

Manager Spotlight: ABR Dynamic Funds

Founder, CEO discusses why his firm prioritizes in-house tech over vendor platforms

Mariah Brown 11 April, 2018

Q&A: Crossmark Global Investments CEO Mike Kern

Fund executive talks ops, disaster recovery, and keeping tech in-house

Emily Sakamoto 3 April, 2018

Liquidity delay gives ops teams ‘6 months of breathing room’

Funds shift attention to bucketing from focus on Form N-PORT reporting requirements

Emily Sakamoto 9 March, 2018

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




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