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By definition, digital transformation takes place when business processes are brought together and aligned with contemporary automation technology across an organization. Workflows become more streamlined, faster, optimized and less risky. That means tasks aren’t siloed, department-specific or done manually any longer.
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Historically, U.S. debt has been one of the most liquid investments in the world, making it a safe option during times of uncertainty. This has made U.S. Treasuries an attractive investment to foreign investors looking for stable, relatively risk-free, positive returns.
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In today’s tech-savvy society, it has become critical for banks, hedge funds, private equity firms and other financial institutions to pay close attention to their regulatory landscape.
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President Trump signed into law the Further Consolidated Appropriations Act of 2020 (FCAA). While the FCAA contains a number of important spending provisions necessary to keep the federal government from shutting down, it also contains the most comprehensive retirement reform since the Pension Protection Act of 2006.
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Sometimes delays give us a chance to deeply understand the root of a problem and help us formulate an appropriate plan of action. In the case of the recent surge in regulation in the U.S. financial markets—particularly for broker-dealers—606b and its repeated delays have been met with open arms.
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As a panelist and attendee at PMAR West, I heard some consistent themes in my discussions with investment performance measurement professionals. Performance teams are looking to spend less time on operations, and have more time available for analysis and value-added activities.
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The differences between states’ Blue Sky laws can create a lot of confusion when it comes to compliance. What constitutes an offer and sale in a state? What type of an entity qualifies as an exempt institutional investor? How do mutual funds factor into the equation?
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