Analysis

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

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

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


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

Soft dollar scrutiny sparks tech controls

Attention turns to research consumed via email and phone

Emily Sakamoto 20 October, 2017

Tech boosting shift to passive

Industry’s passive trends push fund allocation models in systematic direction

Emily Sakamoto 13 October, 2017

Q&A: Nigel Faulkner, CTO, T. Rowe Price

Mixed portfolio needs present case for building some tech internally, buying others

Emily Sakamoto 11 October, 2017

EU’s GDPR affects US firms’ infrastructure

Data requirements introduce new compliance, regtech opportunities

Emily Sakamoto 11 October, 2017

Planning ahead

The SEC proposed a business continuity and succession planning rule last fall for RIAs. Funds have only a minimal guidance from regulators, but see a benefit in forging ahead with similar compliance

Emily Sakamoto 15 September, 2017

Funds eye vendor consolidation

With heightened cybersecurity concerns alongside an increase in general outsourcing, mutual fund firms are looking for vendors with the full package

Emily Sakamoto 13 September, 2017




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