A shift in mindset is required to help keep cyber criminals at bay. More sophisticated attacks have made protecting client financial data a crucial task for all fund managers.
The CASS audit is another means of demonstrating effective controls.
Organisations tackling knowledge management often focus on seeking an IT solution. Surely, in our digital age, it’s easy to buy some software and it’s sorted, right? Unsurprisingly, that isn’t the reality.
TPR monitors the risks and issues associated with master trusts. Firms must have evidence to demonstrate control and oversight.
Qredo selected by world’s leading decentralized finance (DeFi) wallet MetaMask Institutional to provide secure and compliant access to DeFi for institutional investors.
The Investment Association Engine, the Investment Association’s specialist FinTech accelerator and innovation hub for the investment
management industry, has opened applications for a fifth cohort of cutting-edge FinTech innovators to join the Engine Innovator Programme.
ESG (in terms of issues relating to the Environment, Society and Governance) is headlining in the media, and in the investment and corporate worlds, but it’s not new – nor should it be treated as something separate to the rest of business. It’s a useful acronym but in essence focusing on performing well in these areas is just good practice for any investor or business organisation.
Solving the Multi-Asset Attribution dilemma in the cloud and tagging strategies in portfolios for greater transparency.
An early mentor once told me that there are seldom any truly new financial instruments created – most are rebranded, reconfigured a bit, or recycled.
With enhanced governance protocols and the introduction of personal liability on the table, the importance of good governance has never been greater. Modern solutions can help simplify compliance, improve operations, and deliver a competitive edge for early adopters.
ISIN2LEI adds a new solution to it’s portfolio.
TPTCheck measures the data quality of investment fund’s look through data.
It’s crucial that organisations seeking or managing investment processes consider the damage to brand and reputation through an incidence of cloning; as well as the real life impact.
