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).
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.
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.
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…
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.
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.
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.
Tax-efficiency has become an important factor for fund performance in recent years – particularly for pension funds that suffer too much withholding tax (WHT) on the dividends of their pooled equity investments. This is because UK pension schemes, as tax-exempt investors, are entitled to reduced WHT on dividends from global…
This report presents survey results for participants in the Middle East/Africa (MEA) region and India only and compares compensation levels and job satisfaction across several demographic groups.
This 94-page salary survey from Lincoln Recruitment Specialists contains a detailed section on salaries within the fund services and asset management, accounting, finance, banking, and capital markets sectors. It also includes some helpful commentary on the outlook for the Irish economy.
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.
