Category Archives: Guest Blog

The Fully Outsourced Fund Manager

Guest Contributor: Scott Price, Regional Director, Americas, Custom House Global Funds Services There will come a time, possibly in the not too distant future, when a fund management firm will look to outsource virtually all of its operations – even … Continue reading

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When is the Cloud Not the Cloud?

Guest Contributor: Mal Cullen, Head of the Americas and Eagle ACCESS℠, Eagle Investment Systems Companies in the financial services sector are increasingly moving to cloud-based systems for their software solutions and with good reason. Understandably, cloud-based solutions were initially treated … Continue reading

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Greek Mythology and the Boulder of Compliance

Guest Contributor: Stephen Taylor, Senior Market Manager, U.S. Enterprise Risk & Compliance, Wolters Kluwer Financial Services In Greek mythology Sisyphus, the King of Ephyra, was punished by the Gods for his wrong doing. His sentence? Roll a very heavy boulder … Continue reading

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Using FATCA Compliance to Improve (Not Hinder) Customer Relationships

Guest Contributor: Haydon Perryman, Director of Compliance Solutions, Strevus Achieving compliance and creating a positive customer experience are not mutually exclusive. Many financial institutions still rely on disconnected, incomplete approaches to regulatory compliance, preventing them from gathering accurate, up-to-date information about … Continue reading

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Cloud Computing Adoption in Asset Management

Guest Contributor: Jonathan Schapiro, Global Head of Cloud Solutions, BI-SAM These days, the term “Cloud” has become ubiquitous – even the un-savviest of technology users have a general concept of what the term alludes to. But while “the Cloud’ is … Continue reading

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Time for Asset Managers to Modernize Performance Measurement Systems

Guest Contributor: Bob Leaper, Head of Business Development, North America, DST Global Solutions Research from CEB TowerGroup cites that almost half, 45%, of asset managers say they will adapt or replace their performance measurement system by 2018[1]. The same research … Continue reading

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Reducing Risk and Gaining Control of Corporate Actions Processing

Guest Contributor: Brendan P. Farrell, Jr., executive vice president, SunGard’s XSP How can the industry turn the tables on risk in corporate actions processing? Industry insiders estimate that $1 billion is lost every year through missed or mismanaged corporate actions … Continue reading

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Manage Risk, Comply with Regulations and Increase Alpha with an IBOR

Guest Contributor:  David Kubersky, President and Managing Director, SimCorp North America Fragmented position-keeping across the trade lifecycle presents significant risks to buy-side firms. As the SimCorp Journal paper, “The Investment Book of Record: One Version of Truth from Front- to … Continue reading

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The Secret to FATCA Compliance– It’s All About Unlocking the Data

Guest Contributor: Scott Price, Regional Director – Americas, Custom House Global Fund Services The IRS portal for FATCA registration opened on January 1, 2014, requiring investment managers to register their Investment Fund as a Foreign Financial Institutions (FFI). The Foreign … Continue reading

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The Volcker Day of Reckoning

Guest Contributor: Eiman Abdelmoneim, Director of Product Strategy & Operations, Sky Road “Your day of reckoning is coming, when an evil wind will blow through your little play world and wipe that smug smile off your face. And I’ll be … Continue reading

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