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).
As institutions explore strategies to make their organizations more effective and efficient, State Street offers their view on the next generation of operating models for the investment industry. They illustrate the paper with client based case studies.
In this podcast, State Street's Gino Timperio, global head of Collateral Management and Financing, first introduces and contextualizes the Uncleared Margin Rules readiness survey in the podcast, then invites viewers to immerse themselves in the survey itself.
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…
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.
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…
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…
The wave of regulatory reforms in the OTC derivatives markets that followed the 2008 financial crisis targeted the interwoven and often opaque derivatives exposure blamed for amplifying the liquidity shortage. New regulation framed mandatory clearing provisions for more standardised products and the phased implementation of…
How can asset managers overcome data and multi-asset class challenges to build resilience in the new world we live in? SimCorp offers potential insights and solutions.
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.
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.
In this year’s virtual edition of the annual Qontigo Investment Intelligence Summit, attendees benefit from a focused agenda on both the policy and regulatory drivers of this evolution along with the practical applications of integrating these considerations across investing and risk management workflows.
Ron O’Hanley, State Street's Chairman and CEO, joined the virtual Sibos 2020 conference to share his perspective on the future of our industry. In conversation with Dominic Hobson, co-founder of Future of Finance, Ron O’Hanley discusses how the crisis has intensified pre-pandemic cost pressures on the buy side that will…
In this podcast, Frank Koudelka, global ETF product specialist, and Wayne Forsythe, global product head of Collateral Management, discuss collateral requirements in the ETF settlement space, and how using a flexible collateral management program can help improve outcomes for the entire ETF ecosystem.
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.
Buy-side risk managers and FactSet’s global head of quantitative analytics gathered for a Risk.net webinar to discuss topical risk management trends for asset managers and to consider the industry challenges posed by the recent COVID-19 pandemic.
