OTCFin announces the launch of a new solution to assist asset managers and portfolio managers in incorporating ESG factors in their portfolio monitoring and reporting.
Imagine a world without a smart phone? Has anyone under the age of 25 ever had the need for an A-Z, disposable camera or a
The ISDA Master Agreement, has been held by the Court of Appeal to take precedence over a bank’s general terms of business where these are in conflict.
How has the pandemic impacted the three vital phases of client lifecycle management (not only onboarding), and how can wealth managers respond?
Does your Client Lifecycle Management platform span the entire wealth management client lifecycle?
Executive Shine delivers practical advice through the method of Experiential Learning and using improvisation exercises and theatrical techniques. These fun, engaging and accessible workshops are
In this piece we take a look at the challenges the transition could present to the buyside, regulatory considerations and how flexible architecture could present a solution to mitigating some of these challenges.
As most firms evaluate ESG differently, use disparate systems throughout the investment process and use a significant amount of manual effort to produce ESG reporting, it can be challenging to automate ESG into the investment process. But there are some quick wins that can be had. We set out five tips to help you streamline ESG into your investment processes:
Dr Ian Hunt was part of the founding team and has been advising Bond180 for over a year, focussing on buy-side technology. In this blog, he shares his motivation for backing us and his experience.
What is Authorised Signatory Management? And why it matters now more than ever…Find out in our latest report “The Future of Authorised Signatory Management and Digital Signing” where we look at the fundamentals of Authorised Signatory Management.
Data is an essential ingredient in any investment process. But when does an observed relationship – correlation, pattern, mean reversion – become a tradable insight?
We all now accept email is not secure but it is difficult to ignore how convenient it is. If you implement a client portal which isn’t as intuitive to use as e-mail, can you expect your staff and clients to use it?
