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May 20, 2022

DeFi Compliance: The Future is Now!

Crypto went from obscurity to mainstream, encompassing traditional ones such as Bitcoin and Ethereum, to an expanded regulatory ecosystem of stablecoins, such as Tether and digital currencies, in which regulators globally are putting in place a regulatory structure—albeit not as fast, coherently, and innovation-friendly as some market participants would like. The much-entrenched crypto skepticism has yielded to crypto acceptance, whether from FOMO, greed, or YOLO; the reality is that cryptos—in one form (hopefully comprehensively regulated) or another—appear to be a growing asset class in the financial-investing ecosystem. That is the easy part; now begins the journey of navigating the thicket of regulations and regulatory actions that will surely follow from a variety of regulators.

May 12, 2022

Webinar Recap: Digital Assets and NFTs in Asset Management

With the total value of the market for digital assets approaching $2 trillion, it is natural and unsurprising that many investors are asking if digital assets should play a role in their portfolios. To answer that question though, we must first step back and ask how we determine which assets belong in a portfolio in the first place.

May 12, 2022

Designing the New Workplace Model

Fundamental changes to working patterns, work models and employee engagement brought about by the COVID-19 pandemic are not going away. They’ve been embraced by many within the financial services industry, and for good reason. Employees benefit from greater flexibility, improved satisfaction and higher morale. Employers benefit from greater employee retention, increased loyalty and access to a wider talent pool.

May 11, 2022

How Tokenization Could Accelerate the Personalization of Investing

Tokenization could have effects far more profound than lower transaction costs, improved price discovery, added liquidity and a broadening of the investor base for funds. In this blog, we explore how tokenization could also facilitate investment combinations tailored precisely to the needs, wants and values of the individual investor.

May 11, 2022

The Foundations of Good ESG Governance and Policy

Momentum behind ESG investing continues to grow. Firms who develop a solid approach to incorporating ESG policies at both the firm and the fund level will have a competitive advantage over their peers.

Apr 29, 2022

Private Market Investing Accelerates as Interest Rates Rise

Even as interest rates trend upward and traditional fixed income investment vehicles reclaim some of their luster, insurers and other investors continue to show interest in private market investing.

Apr 26, 2022

Regulatory Treatment of Fund and Cash Tokens

Tokenization of funds can help fund managers act efficiently while reducing operational costs, as well as helping to drive digital adoption by simplifying interactions between fund managers and investors. But there’s more to the tokenization story. While there are many rewards to tokenized funds, the inconsistent regulations governing them present a challenge.

Apr 21, 2022

Is Now the Time for You to Review Your Transformation Journey?

Over the last two years, we’ve seen many businesses quickly adapting to a Work-from-Home (WFH) approach for their teams, lifting and shifting their current processes from a centralized office into a decentralized world.

While this was achieved for most businesses to varying degrees of success, it begs the question: are their current processes still the best way to go?

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