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).
Challenges and opportunities faced by operations leaders across the asset management, insurance and pension sectors, based on a survey of heads and directors of operations from 100 different buy-side firms across North America.
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…
Since the global financial crisis, US banks have paid more than USD 160 billion in fines for non-compliance. Regulatory pressure is increasing, and so are the costs for being compliant. What is the best way forward for financials? This is where regtech comes in.
Securities lending plays an important role in today’s global capital markets. It has long been a fundamental component of financial markets as a means of meeting settlement and collateral requirements, as well as providing vital liquidity to secondary markets. This paper acts as a guide for institutional investors.
This 30-page salary guide from Randstad shows benchmark levels of compensation for roles within banking and financial services, accounting and finance.
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…
Most financial firms will be facing significant consequences from the end of 2021, when the majority of Interbank Offered Rates (IBORs) will be phased out by regulators and replaced by new alternative reference rates (ARR). With many consequences only just emerging, understanding the impact for each firm and taking the right…
2017 was a notable year for the Irish financial services. We saw high profile banks and insurance firms endorse Ireland as their destination of choice post-Brexit, with a number of large multinational Financial Services firms choosing Ireland as the location for their European headquarters. Inside our salary guide we talk…
The search for yields has driven a meteoric increase in the use of alternatives and other illiquid assets within these strategies, leading to new operational challenges. As multi-asset investing continues to grow, so too have the operational complexities of supporting these strategies. This article explores how to address…
The benefits of system consolidation in the buy-side industry based on a survey of 110 people working in asset management, mutual funds, pension funds, insurance and bank treasury firms.
Challenges and opportunities faced by asset manager and asset owners, based on a survey of 100 heads and directors of operations from different buy-side firms across the UK and Europe.
This 29th edition of Deloitte's Performance Magazine continues its journey of crisscrossing the asset management industry, from a geographical, segment, and client perspective.
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.
This report by Hays is based on a survey of almost 23,000 UK employers and employees. It helps employees benchmark themselves against others within their respective sectors. The survey includes Accountancy & Finance, Insurance, Marketing, Office Support, and more.
In 2016 banks and investment management companies have focused their recruitment needs on positions that specialise in both reporting regulations and capital regulations as a result of strict guidelines from the Central Bank to improve efficiency in these areas.
The 2018 Robert Half Salary Guide for Accounting and Finance Professionals contains compensation figures based on placements made by our U.S. recruiting and staffing professionals. We present this data, along with our staffing managers’ knowledge of market conditions and hiring trends, to show where we believe compensation…
