Back Office and Custody - Articles & White Papers

The Total Portfolio Approach (TPA), implemented by a growing crop of leading asset owners globally, offers an increasingly viable option to address the unpredictability of markets—including the governance, benchmark and inertia drags inherent in more traditional Strategic Asset Allocation (SAA)-based methodologies, revealed…

SimCorp's paper explores a number of paradigm shifts related to technology, governance and communication. They investigate, via roundtable discussions, white papers and case studies, how global investors have coped with the recent volatility and remote working, and how organisations are adapting themselves to different…

Asset managers generally have two choices to tame their technology sprawl: leave things alone (and absorb the cost) or rip out their current infrastructures for “integrated” platforms that service a wider array of strategies, asset classes and geographies. State Street discusses the implications.

SimCorp's paper features a roundtable discussion explaining how some asset managers have successfully integrated ESG data and reporting into their organisations and how a positive feedback loop can be used to potentially attract new clients.

State Street's regular quarterly overview of key legislative and regulatory developments in the European Union.

A new study by Arizent/American Banker conducted on behalf of SimCorp (see Methodology) reveals that legacy technology and disparate systems that demand resource-heavy workarounds are the biggest challenges facing balance-sheet operations teams at financial institutions today. More than a third of respondents say their…

State Street sponsored CoreData Research to survey over 600 investment industry executives to find out how their organisations were coping with market turbulence.

For many asset managers, Data Management is today an in-house, on-premise function, from both an IT and operational perspective. Adox Research has analysed the accelerators and obstacles for financial services firms to adopt Data-as-a-Service and Data Management-as-a-service solutions.

This is the sixth year IMA conducted a single global salary survey, making global trends easier to track and enhancing regional comparison. This individual country report presents survey results for U.S. participants only and compares compensation levels and job satisfaction across the U.S.

Johnson Associates predicts broad cuts in incentive compensation for financial services employees, considering the impact of the first quarter of 2020.

A scalable, unified platform of software, data and services that produces a single, consistent, enterprise-wide “source of truth” is increasingly essential for asset managers.

After the blockchain hype and the anticipated disruptive impact on the post-trade infrastructure, the purpose of this document is to lay out where we stand today in the definition but also the construction of a new digital post trade environment.

New approaches to collateral management are emerging. Firms with years of experience navigating the cleared versus uncleared complexities are converging with newly in-scope firms angling to differentiate themselves with thoughtful solutions.

Speaking with Ravi Beegun, head of asset management at KPMG, Eduardo Gramuglia, head of State Street Luxembourg, shares his insights into how the financial industry is embracing its long-awaited connection with technology. As the industry looks toward a post-COVID environment, Eduardo stresses that the lessons learned during…

This 127-page Hays salary guide contains compensation information for a host of industries. Information about finance and accounting positions in Australia and New Zealand starts on page 10.

Robert Half presents information relating to benchmark salary ranges for Canadian professionals in finance and accounting roles.

Turn to page 45 of the guide for insight into salaries for the accounting and finance sector within seven major metropolitan areas in the United States.

The author reviews the functionality of the secondary market for US Treasuries in March 2020, when the COVID-19 crisis triggered investor flows that overwhelmed intermediaries.

Simcorp investigates building a forward-looking reporting framework to bridge the gap between ESG Reporting and investor expectactions.

The investment world is changing at an ever-increasing pace and the coronavirus crisis has highlighted the need for further evolution. As the financial services industry grapples with increased cost, competition, multinationals face jurisdictional complexity and pension plans encounter governance challenges, the case for…