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).
In this report, The Investment Association and KPMG discuss the threat of cyber attacks and the level of preparedness for such an occurance within the asset management industry.
IFRS 15 Revenue from Contracts with Customers, which became effective on 1 January 2018, may change the way investment management companies account for their services. In the past, when major IFRS change has led to large-scale implementation projects, management at companies – usually group financial controllers – have asked…
Fund administrators have made significant investments and built real-estate-specific capabilities and services, which should compel investment managers to seriously consider outsourcing their fund administration activities if they are already not doing so.
State Street commissioned PollRight to conduct a survey of sophisticated investors on their views on how their institutions managed data and analytics. Respondents to the survey comprised of institutional and alternative investors operating in sectors such as hedge funds, real estate and private equity. In total, 86…
The ISDA Margin Survey considers the impact of regulatory and other changes on collateral practices, and analyzes the amount and type of initial margin (IM) and variation margin (VM) posted for non-cleared derivatives, and the IM posted for cleared transactions.
The survey finds that the amount of IM collected by the 20…
The annual Financial Crime and Cybersecurity, North America 2018 report has been published and is now available to you. You can download the report today for free.
The 1st annual report brings together chief security, information, risk and executive officers, addressing the key issues and challenges facing financial…
The table of contents provides a summary of the sections and supporting information within the Roadmap. The Roadmap will serve as a point of reference for IBOR transition progress to date and will provide the foundation for the Global IBOR Survey and Report.
This report by the Investment Association presents a variety of views and experiences of distributed ledger technology (DLT) and Blockchain from across the industry and helps to craft a business-driven framework on the application of the technology to the ultimate benefit of end consumers.
Whether buying structured credit, investing in loan funds or setting up direct lending funds, today, private credit constitutes an important stream within the ocean of global finance. However, this key segment of the investment management industry, also presents a range of challenges. Private credit remains a relatively…
A majority of alternative fund administration firms – 74% – expect consolidation in the alts fund admin space. This is up dramatically from the 47% of survey respondents who expected consolidation in 2017’s survey. And despite technology and new players disrupting numerous industries around the world, only 11% of survey…
This brief salary survey by Robert McKinley focuses on the UK, specifically the accounting & finance, banking, back office, project management, HR and IT sectors.
This 38-page salary guide from Robert Half shows benchmark levels of compensation for roles within banking and financial services, accounting and finance.
This bumper 112-page survey reveals salaries in the major Asian centres of China, Hong Kong, Japan, Singapore and Malaysia. Turn to pages 37-46 for front & middle office salaries in asset management, private equity, and hedge funds.
The Aquis Search Hong Kong Investment Management Salary Survey 2018 details salary information and recruiting trends for portfolio managers, investment researchers and investment sales professionals, as well as an overview of the investment management industry in Hong Kong.
This 134-page report contains salary details across a variety of roles in accounting & finance, banking & financial services, and across five key Australian financial centres.
This is Robert Walter's 19th Annual European Salary Survey. The survey provides important salary information on a variety of European professions including accounting and finance, banking, IT, legal, human resources, and more.
