Analysis

ETFs impose litany of operational hurdles

Managers make costly relationship, infrastructure changes to support index funds’ unique requirements

Emily Sakamoto 12 June, 2018

Funds explore service model iterations

With UBS and Credit Suisse in talks to partner on back-office functions, fund managers contemplate creating hybrid service model

Emily Sakamoto 4 June, 2018

Westchester open to vendor pairings on proprietary tech

The firm’s nontraditional risk strategy has caused operational hurdles to find a vendor that fits

Mariah Brown 29 May, 2018

Vendor Forum

How are relationships between fund firms and third-party vendors changing in light of the industry’s increasingly steep regulatory landscape?

Emily Sakamoto 21 May, 2018

Data brings together tech, compliance teams

Industry anticipates cooperation, but true comingling has yet to emerge

Emily Sakamoto 16 May, 2018

Q&A: New Calvert COO prioritizes IT and data management

Firm brainstorms platform upgrades for data intake, hiring push on Anne Richardson’s watch

Mariah Brown 3 May, 2018

Counting down to GDPR

Funds struggle with data mapping, breach 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




Inquire About Membership

Fund Intelligence membership gives your firm access to an unique analysis and networking platform providing actionable data, insights and contacts that enable you to raise capital, comply with regulation and benchmark against peers.

  • Five specialist networks for the latest industry trends
  • Direct access to actionable industry intelligence
  • Benchmarking data for flows, performance and product development
  • Peer group and allocator/advisor networking opportunities
  • Compliance data and tracking tools
  • Access to networking events and educational webinars
  • Access to our team of dedicated analysts and account handlers