Investment Technology

Investment Technology - Articles & White Papers

White papers and surveys on investment technology for fund managers. The role of technology within asset management is crucial, and papers on fund management technology for both front office and back office have been popular. Much of this research is aimed at those responsible for IT implementation within money management firms, for instance, those with responsibility for setting out guidelines or rules to be followed by technology professionals sourcing investment systems. Front office technology covers a multitude of different tasks, market news & information, trade execution and reporting, investment compliance, management of broker research, portfolio construction, risk measurement and risk management systems, the development of quant trading models - the list is endless! Within fund operations and investment accounting, reliance on technology is absolute and papers on technology for investment operations have generated a lot of interest. Many of these reports are written by technology vendors or consulting firms. Recently popular themes include articles on FinTech, research on so-called "Big Data" and papers on technology in wealth management, reflecting the rise of digital and social advice and the emergence of robo-advisers. White papers on cybersecurity reflect another growing theme, as risk managers seek to control cyber-risk and cyber-crime.
  • Robeco

    The Future of Asset Management (Robeco, 2016)

    The business of investment management will change significantly in the years ahead. Demographic and regulatory trends have imposed gradual change upon the industry, but technological developments are now injecting more urgency into the pace of change. In this white paper, Robeco examines the forces that are driving change, and how this will transform the industry. The authors ...

    • Professional
    • Views: 2120
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  • Robeco

    How will Blockchain impact the Financial Industry? (Robeco, 2016)

    There is growing agreement that Blockchain technology, though overhyped, is here to stay. This excellent report from Robeco explains the distributed ledger technology, transaction flows and the eco-system. It then examines the ways in which it might transform the asset management industry in the future. 

    • Professional
    • Views: 1813
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  • Robeco

    Robo-advice isn’t a hype that will go away (Robeco, May 2017)

    Robo-advice is a hotly debated topic in the fintech space. On the one hand it has opened up the low-wealth market, that was previously unservable, to be advised at lower costs and increased transparency. On the other hand, it is often a dressed down version of full advice, only considers a limited number of asset classes and, potentially, fails in risk ...

  • Capgemini Consulting

    Wealth Management in the Digital Age (Capgemini, 2016)

    The pace of digital change within the wealth management industry has been slow. Over the years, a number of excuses have been used for not moving forward. This paper seeks to dispel some of these myths. While the industry has started to move in the right direction, the pace is still far too slow.

  • Asset Management (Paolo Vanini, 2016)

    This 300-page book could have been entitled, "everything you ever wanted to know about investment", such is the breadth of topics covered. The author, Paolo Vanini gives readers a thorough grounding in the main players in institutional investment, and how the industry operates. A wide variety of the building blocks of the investment process are covered in detail, ...

  • KPMG

    The New Inconvenient Truth - Social media: Too big for wealth managers to ignore? (2015)

    • 30 Jul 2015
    • Company: KPMG

    The future of the wealth management industry may well be at stake as social media practices clamber for adoption. In these pages, the authors take us on a journey through the wealth management industry showing us how: the present and future ways social media will be used in client relationships; to manage social media disruption; to understand social risks and regulations; to learn ...

  • eVestment

    Manager Selection: Shining a Light on Shadow Searches (eVestment, May 2017)

    In the past few years, there has been a significant shift in how institutional investors and consultants are approaching manager selection and research. Open calls for RFPs are becoming less common as consultants and investors are using databases to pre-screen managers, create shortlists and invite only a select group to participate in the RFP or finals process. This practice has ...

  • KPMG

    Data and Analytics: A New Driver of Performance and Valuation (2015)

    • 17 Sep 2015
    • Company: KPMG

    The way analytics and data are being used by issuers is already changing the competitive dynamics of almost all industries. The impact is expected to rise in the next few years. Most (82%) of the equity analysts and investors that took part in this study expect some level of disruption from data and analytics sometime in next 3 years in the sectors they cover. Analysts and ...

  • BlackRock

    Bond Investors Must Harness Big Data's Brave New World (BlackRock, 2015)

    Research insights from the Model-Based Fixed Income group: The cardinal sin of any statistical modeler is “over-fitting” the data, and to avoid this quants will tend towards simpler models with fewer variables. This means throwing away the ability to identify subtle, less easily explained, non-linear relationships. Machine learning provides a way around this, using ...

  • Accenture

    Understanding Expectations of Wealth Management in the Digital World (2015)

    In order to expand wealth management firms' understanding of how investors use digital tools to manage their finances, a survey of 1,200 individuals across 7 European markets was taken by Accenture. This paper, the first of three, examines how digital technology provides opportunities in investor-advisor relationships.

  • Goldman Sachs

    BIG DATA - The Data Revolution (Goldman Sachs, 2015)

    Today, the exponential rise of data has become staggering. The authors of this paper suggest that in commerce and industry, incorporation of data analysis is representative of a multi-decade transformation that can vastly change investor opportunities and even the economy itself.

    • Professional
    • Views: 1278
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  • EY

    Can Front-Office Technology Drive Transformational Change? (2015)

    • 29 Apr 2015
    • Company: EY

    This paper analyses the challenges and opportunities facing the asset management community in particular regard to the community's search for a capable, scalable, and cost-efficient model of global operations for both investments and the technology that enables them. This paper considers how current solutions are positioned to transform how the business is serviced.

  • BlackRock

    The Role of Technology within Asset Management

    The role technology plays in asset management has recently been questioned by a variety of people. Some have argued that various asset owners and asset managers using a vendor-provided modelling system could increase fundamental risk. These worries are based, in particular, on the idea that common technology could create a dynamic where different managers could make similar ...

  • PricewaterhouseCoopers

    9 rules of IT strategy for asset management (PwC)

    Structural changes in the asset management industry have brought about the of misalignment between IT and business strategies. These changes have been driven by pricing pressure, investment preferences, and uncertain markets. In this 15 page document from PwC, guidelines are provided for those responsible for carrying out IT strategy within investment management businesses.

  • PricewaterhouseCoopers

    Distributed Ledger Technology: A new business model for the asset management industry (PwC, 2017)

    This white paper is the main public outcome of a six-month initiative called Fundchain. This initiative managed to create a common understanding of the Distributed Ledger Technology between ten key players, as well as the development of a proof of concept using Blockchain technology in the area of asset management.

  • T. Rowe Price

    Artificial Intelligence: The next big thing is here, and everywhere (T. Rowe Price, Apr 2017)

    Key Takeaways: Artificial intelligence (AI) is developing rapidly, with the potential to disrupt many industries. Industry leaders are making the technology more accessible, spurring increased investment and broader use. Some industry leaders are leveraging AI to strengthen their products and competitive positions. Myriad investment opportunities are emerging, but AI development ...

  • Robeco

    Conservative investing in a solvency framework (Robeco, 2017)

    Conservative investing in a solvency framework

    Are conservative credit and equity strategies attractive under solvency regulations? Conservative credits require less solvency capital than credits with average or high risk, which makes them attractive. Conservative equities, however, require the same solvency capital as equities with average or high risk. Investors therefore ...

  • Accenture

    Why Artificial Intelligence is the Future of Growth (Accenture, 2016)

    With the recent convergence of a transformative set of technologies, economies are entering a new era in which artificial intelligence (AI) has the potential to overcome the physical limitations of capital and labor and open up new sources of value and growth. Accenture analyzed 12 developed economies and found that AI has the potential to double their annual economic growth rates ...

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