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).
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…
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…
The survey provides a detailed look at global trends in sustainability reporting and offers insights for business leaders, company boards and sustainability professionals. Its aim is to support those who have a responsibility for assessing and preparing their own organization’s sustainability reporting.
UNCOVER SIX KEY INSIGHTS INTO THE FUTURE OF RISK TECHNOLOGY:
Today’s technologies enable executives to build robust data environments accompanied by extraordinarily powerful tracking and analytic capabilities; they can vastly improve enterprise risk management across the full set of compliance and portfolio risks.…
With low-risk investments such as US government bonds at record low yields, it is not surprising that many institutional investors are left seeking other opportunities to generate low-risk alpha. This leads State Street to the question: How can institutional investors generate low-risk returns in low interest rate…
Asia is the largest contributor to global payments revenue, generating over $900 billion in 2019, nearly half the global total. The role of payments in Asia’s overall banking landscape has expanded as well, now representing 44 percent of aggregate banking revenues, compared with a third as recently as 2007. Asia’s future…
Phil Lynch, Senior Go-To-Market Strategy Principal at SimCorp explains why it is imperative for asset managers to ensure that they have an effective client communications platform.
Tokenisation is the process of creating a digital representation of a non-digital asset, with the potential to democratise access to alternative investments. Listen in as Joanne Murphy, Jack Wu, CFA, Emmanuelle Pecenicic, and Adrian Lai take a focused look at Tokenisation and discuss the recently published research on The…
In our conversation with Swati Verma, chief commercial officer for State Street Alpha, and Michael Beattie, director of product strategy at Charles River Development, State Street explores Alpha’s third-party provider ecosystem and its value to investment and wealth managers. Swati and Michael discuss the three core…
Insurers left no stone unturned to identify opportunities in a low-yield market – be it transformations across the front-, middle- and back-office, rethinking investment portfolios or relying on outsourcing. From moving toward alternative asset classes to deploying data management strategies with the help of a global partner…
Investors are demanding more data and control. Explore how cloud technology can help meet ever-changing needs and retain clients. Investor needs are evolving, and the transition has been accelerated by the COVID-19 pandemic. Investment management firms that want to retain existing customers and attract new ones must take…
Why buy-side firms who want to succeed must rethink their data management strategy.
In this white paper, SimCorp explores the key factors influencing how buy-side firms need to think about data and examines the shortfalls of existing approaches to market and reference data management. They then define the three…
'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…
The trading desk has always been willing to embrace what actually works, benefiting performance, liquidity, speed, price, and client service together with what supports new investment ideas (front office) and automation of workflows (middle and back office). Greenwich Associates asked 234 equity and fixed-income investors…
By halting the LIBOR's publication, large volumes of fixed income securities, from loans to derivatives, will fall back to an alternative fixing reference. The initial proposal of a SOFR fallback eliminated any degree of subjectivity but opened up funding risk. Overlaying a credit spread over SOFR is a remedy that goes…
