Back Office and Custody - Articles & White Papers

Running a pension scheme has become complex and so has the task of governing it well. In the UK, the Pensions Regulator (TPR) offers useful guidance to help trustees mitigate risk. However, there is one area of risk highlighted by TPR that the authors of this report believe is less well understood, and that's the area of…

The Fourth Industrial Revolution is disrupting almost every industry in every country and creating massive change at unprecedented speed. Financial services have not been immune to the wave of digitalisation sweeping across most elements of our lives, with the banking and investment management communities looking to…

Legacy technology and disparate systems that demand resource-heavy workarounds are the biggest challenges facing balance-sheet operations teams at financial institutions today. Despite these challenges, the majority of companies are facing significant barriers to replace inefficient legacy systems.

SimCorp will host an online workshop to discuss a new, cost-effective and efficient solution spearheaded by Nykredit and VP Securities, which will enable the automation of UTI exchange via SWIFT, and meet the complex requirements set-out by SFTR.

Client communication and reporting has never been more critical to an investment firm’s overall strategy. It sits at the center of the client experience and is the most tangible output to show what you do, and how you provide value to your end investors. This paper by SimCorp explains further.

This 31st edition of Deloitte's Performance Magazine continues its journey of crisscrossing the asset management industry, from a geographical, segment, and client perspective.

This paper by Grant Thornton reviews the current state of firms’ architecture and poses two critical questions: (i) What does capital markets architecture of the future look like? (ii) How can it be simplified to maximise the value of investments?

An invitation to participate in an asset mangement company benchmarking study run by SimCorp and ESSEC.

SimCorp hosts a range of upcoming events, webinars and meetings

Marc Schroter will be in Sydney to discuss SimCorp's ambitious future roadmap including alternatives. This is a great opportunity to ask questions on how they are positioning their solution to service future business models and equally important, it is a unique chance for you to help shape future product development

With AUM in alternatives predicted to grow to USD 14trn by 2023, there’s a clear opportunity to capture growth in a challenging market environment. However, you may be already experiencing the challenge of integrating new asset classes into your existing operating model. You may have multiple systems, manual processes, and…

This PwC report is centred around client discussions and data collected by surveying Chief Risk Officers across leading UK asset managers. It reveals that there are a number of challenges facing the risk function in meetings its objectives. It also explains how the asset and wealth management sector can brace itself for this…

Institutional investors are buckling under the operational constraint of processing hundreds of data streams from unstructured data sources such as email, PDF documents, and spreadsheets. These data formats bury employees in low-value ‘copy-paste’ workflows and block firms from capturing valuable data. This article…

Securities Finance greases the wheels of financial markets by providing liquidity while boosting returns on assets. This paper provides insight into securities finance and collateral management for the benefit of market participants.

In the next decade, asset management M&A will be an important trigger in containing cost growth, but this alone will not create scale and efficiency. Clear operating models and integrated systems are critical to supporting success. Key to providing this are vendors who can take up the role of trusted partners, to expand…

Trustees are used to getting a good retail experience, backed by developments in technology, and expect similar standards to apply to their working lives. Oliver Jaegemann discusses how to improve the institutional client experience.

Institutional investment platforms have a wide variety of objectives and capabilities. Oliver Jaegemann reviews the different types of platforms and the key questions to consider when choosing to work with a platform.

NEPC recently completed our tenth annual survey of all the hedge funds used by our clients. This survey focuses on back office areas and internal fund operations, and highlights trends we are seeing in the hedge fund industry.

The 2019 European Operations and Technology Survey for real estate investment managers portrays an industry that is currently adapting to evolving market conditions, a changing regulatory environment, and a fast-growing technological landscape.

SimCorp explains why the buy side should learn from failures and be guided by industry successes.