Articles and white papers relating to back office and custody issues. This section covers research for investment operations professionals, clearing & settlement staff, fund accounting managers and global custody executives. Particularly popular papers in this section include those which tackle the operational challenges facing investment managers as they manage complexity and change in investment operations. Surveys of fund operations and investment banking operations have also been well received...
. A number of papers examine middle office operations: should the middle office be outsourced, or can you transform the asset management middle office to a bottom-line contributor? Other back office research in this section includes white papers on global custody, custodian ratings, clearing and settlement, settlement systems, securities lending and collateral management. A number of articles examine back office issues relating to alternative investments, specifically hedge fund administration, prime brokers and alternative investment fund operations and domiciles. Other reports cover the effect of investment regulation on the back office, for example, IFRS9 (impairment of financial assets and AIFMD).
The proliferation of environmental, social and governance (ESG) investing over the last decade has given rise to a significant amount of data and wide ranging, competing frameworks. Yet for many in the securities lending space, reservations about its compatibility with ESG have kept them on the sidelines. As an added…
This paper, commissioned by SimCorp and produced by Aite Group, is based on conversations with a range of professionals at asset and wealth management companies who have shared their knowledge of their firm’s client reporting and servicing strategy. The findings can be grouped into two subsections: the current state of play…
2020 was a defining year for the insurance industry. The challenges that unfolded during the COVID-19 pandemic unlocked new opportunities and new ways of working for clients and partners. Through this series, State Street talks to industry leaders about the adoption of new operating models, asset classes, the power of…
'One Investment Truth' is a single enterprise view of all portfolios and investments, which can be used consistently throughout the full investment lifecycle value chain. Disparate data coming from different sources must be accurate, in real time, and consolidated into one unified and seamless data layer that can be…
Dax Johnson, Global Head of State Street's Asset Owner Product talks to Jason Eiswerth, Chief Executive Officer of Canoe Intelligence, to explore how Canoe’s purpose-built technology can help automate the fragmented, time-consuming and costly manual workflows related to alternative investments for institutional…
As the investment industry undergoes significant change, firms have shown an increased willingness to re-think how trading is handled. State Street invited experts from three major consultancies to join them in a discussion about the transformation that’s underway in the front office. They offered their knowledge gained from…
Drawing on the findings of a recently published white paper, Client Communications: The Stumbling Block to Next-gen Client Experience?, commissioned by SimCorp and produced by Aite Group, industry experts on this panel discuss what defines a strong digital client experience and what is equired to ensure its successful…
The world of ESG investing has undergone a sea change. Once seen by some as a niche strategy, philanthropic experiment or even a clever marketing tool, it has since seen a raft of scientific and geo-political developments, which have shifted opinion on both the magnitude of saving our planet and the role we all play. This…
Market participants have often noted that general collateral (GC) repo trades happen very early in the morning, with most activity being completed soon after markets open at 7 a.m. Data on intraday repo volumes timing are not publicly available however, obscuring those dynamics to outside observers. In this post, the authors…
In a recent roundtable discussion on the private markets and ESG, State Street brought together experts from across the industry to explore investor trends, evolving regulatory requirements and data demands.
The growing sophistication and complexity of institutional portfolios create new demands on in-house data management teams. Outsourcing presents firms with an opportunity to rethink and refine their operating models and focus more resources on their core competencies.
It’s no secret that creating the 'secret sauce' in investment management has become far more elusive than alpha itself. Today, the buy side is largely dominated by homogeneity after a decade of M&A. This has been further intensified by the margin squeeze and numerous regulations. Not to mention the strain of…
This 223-page report from the Bank for International Settlements outlines its response to the challenges presented by the global Covid-19 pandemic. Even though the crisis is not over, it sees good reasons for optimism, largely because central banks and their efforts have laid the foundations for economic recovery.
This video walks through calculating compounded rates for products linked to new reference rates, considering the impact of compounding conventions on IRR and FTP and shows a practical demonstration of FTP and IRRBB analytics using the new benchmarks.
As buy-side firms emerge back into the real world and to their offices, one of the key priorities on the agenda will be to address the escalating complexity around data management, witnessed during one of the most turbulent and volatile periods in the global financial markets. This operational complexity, combined with the…
Digimentality 2021 – Digital currency from fear to inflection is a report from The Economist Intelligence Unit, commissioned by Crypto.com, exploring the extent to which digital payments are trusted by consumers and what barriers may exist to basic monetary functions becoming predominantly electronic or digital. The report…
Virtual Asset Service Providers (VASPs) are continuing to disrupt and mature and are eyeing opportunities to scale up and institutionalise within the Financial Services (FS) landscape, as this is where the real potential lies for growth. This KPMG report considers the recent evolution of the industry and looks ahead to the…
State Street takes a fresh look at performance and risk analytics for alternative assets and discuss the power of data in overcoming some of the challenges associated with this asset class.
