Investment content producers who use performance metrics, data and lead generation numbers to deeper inform their content strategies will succeed.
Client fee billing, invoicing and revenue management in buy-side investment management can become a significant source of risk and cost without an efficient workflow and audit process to manage review and approval checkpoints. Here are three key reasons why workflow controls are increasingly important for investment management CFOs and their teams.
The ESG factors that influence portfolios are diverse and numerous. Here are a few points to ponder when integrating ESG data.
The Sovereign Group has agreed a 5-year deal to implement Delta’s next-generation Platinum~Pro platform for the administration of both its SIPP and SSAS books of business.
Electra has released new audit and control workflows for its client fee billing solution. Electra Billing 6.0 helps chief financial officers (CFOs) reduce risk by increasing the accuracy and efficiency of approval workflows throughout vital steps in the fee billing lifecycle.
Applications for Cohort 7 of the FCA’s Regulatory Sandbox are now open! The FCA’s Regulatory Sandbox is open to all types of solutions from