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Jul 23, 2021

Superannuation modernization: should you outsource?

To stay competitive, many superannuation funds are choosing to either outsource their registry platform and servicing operations, or reevaluate their already outsourced administration service provider’s technology and services. As funds modernize their operations, they face obstacles like disparate legacy systems, high expectations from members, and a complicated web of regulations.

Jun 25, 2021

Scalability and efficiency for philanthropic and family office solutions

We recently spoke on the American Bankers Association podcast, and discussed philanthropic and family office solutions, and what features and tools fund managers need to be effective and efficient. Family offices need fully integrated account solutions that allow them to move away from disparate systems.

Jun 9, 2021

Operational data: a treasure trove of business insights firms may be overlooking

Firms have long leveraged their operational data to drive back-office performance. Whether it’s higher productivity and quality, better workforce planning and scheduling, or greater efficiencies and workflows, firms turn to their operational data to help improve their back-office processes.

May 10, 2021

Fund administration’s pivotal position in impact investing

Investor interests, competitive edge and general principled beliefs have spurred a fresh wave of innovation in impact investing. Asset managers are keeping a finger on the pulse of the evolving international market and rising needs across the globe by uncovering ways that returns can be aligned with the interests of social and environmental causes. This strategy is on the precipice of worldwide change. The Global Impact Investing Network (GIIN) estimates that more than 1,340 organizations manage $502 billion in impact investing assets.

Apr 30, 2021

Regulatory changes coming for family offices?

As recent headlines flooded in about another meltdown, we have a sense of deja vu. Like Madoff and the resulting impact on hedge funds many years ago, an unfortunate and highly publicized collapse will lead to more operational scrutiny for family offices. Over-leveraged positions, especially in illiquid investments, can lead to significant losses.

Apr 21, 2021

What you need to know: Planning for Cayman CRS compliance

In April 2020, the Cayman Tax Authority (DITC) announced a new “CRS Compliance Form.” The expansion of requirements under the Cayman automated the exchange of information regime affecting all managers with funds domiciled in Cayman. With this new requirement comes various impacts and changes to Cayman CRS Compliance.

Apr 7, 2021

Business 101: know who your client is

Put any letter before “BOR,” and you land on the latest revolutionary functionality that every asset manager needs… or so it can seem.  

While you might take issue with our industry’s love of acronyms, the rise of the Accounting Book of Record (ABOR) and Investment Book of Record (IBOR)—and now the Client Book of Record (CBOR)—is not a marketing fad. Instead, they reflect the potential value of data in a digital world and show an industry that is finding ways to realize that value.

Mar 2, 2021

Outsourcing for banks improves compliance with regulations

We’ve previously discussed how outsourcing a one-off project or business event can allow organizations to minimize the strain on internal resources during a planned or unexpected event. One group that can benefit from this trend includes banks and credit unions. Many of these organizations may not realize that there are outsourcing solutions specifically tailored to their regulatory compliance needs.


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