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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.

Nov 21, 2019

Fundraising in Europe; a guide for US fund managers

The numbers suggest that the European asset management landscape is in good health. For managers looking for new sources of capital or diversification of their investor base, Europe is a very compelling region.


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