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May 3, 2021

Why it makes sense to outsource client reporting operations

The events of 2020 drove an uptick in outsourcing operations across the investment management industry—and for good reason. Most firms were suddenly working with a distributed workforce on a scale and duration never seen before. This new operational model came by force and with little time to prepare. Firms coped with the changes remarkably well, but many realized outsourcing aspects of their operational model, from the back office all the way to the front, would help them survive the current challenges and thrive in the future. 

Apr 15, 2021

Investment flexibility & front-office decision making with a sound back office

As insurance investment portfolios have become increasingly complex, global and diversified, batch-based processing models and legacy platforms struggle to keep pace with investment decisions being made across multiple markets, time zones and public/private assets. Legacy technologies, infrastructures, and processes are causing insurers to manage investment portfolio allocations and diversification based on stale and incomplete portfolio data that may be a day or more old.

Apr 14, 2021

Exploring the opportunities and challenges in hybrid funds

Hybrid funds have emerged as an increasingly popular way to satisfy investor demand for diversification resulting in exceptional returns. These vehicles are designed to focus primarily (but not exclusively) on illiquid investments through a blend of the longer-term investment strategies of closed-end private equity funds and the trading and hedging strategies of open-end hedge funds. This offers investors exposure to a wide variety of asset types, affording greater flexibility in liquidity options.

Nov 13, 2020

Celent study—Singularity and the future of investment accounting operations

With the push for greater efficiency, increased automation and cost reduction comes growing demand for third-party provided services for accounting, administration and investor servicing. Amid changing requirements, tax and accounting rules, insurers and investment management firms look to tools that help them optimize portfolios and make intelligent, timely investment decisions. These firms are often encumbered with dated technology and legacy applications that hinder product development and geographical expansion efforts.

Nov 3, 2020

Five benefits of full-service software hosting by the software experts

The wealth and investment management industry faces multiple significant challenges at the same time—from market volatility and fee pressure to remote operational effectiveness and business continuity preparedness. As a result, many industry firms are looking at software and infrastructure-hosting services as a way to reduce their IT footprint and overhead, improve agility, make operational improvements, and gain time to focus on core business and strategic pursuits. But what exactly do software and infrastructure hosting services involve, and which option is best?

May 21, 2020

When sweet can turn sour: a case for integrated market and credit risk management

Institutions invested in a broad range of corporate debt instruments can draw various business benefits from adopting an integrated market and credit risk view. The low-yield environment in major government bond markets (see Fig.1), combined with recent spread volatility increases, reinforce these aspects. For risk analysts, asset allocation experts, and fund managers, it means capturing in a single framework obligors’ rating migration and default situations, on top of yield curve shifts and spread-widening impacts. This integration should allow business stakeholders to blend risk factor and financial instrument info, build timely hedging strategies at the issuer level, or refine their portfolio overlays.

Jul 10, 2019

Transforming client communications from a cost center to a competitive edge

With high churn rates and so many asset managers aggressively competing for your clients, the quality of client communications is crucial to your firm’s brand differentiation and client retention. Today’s investors want your appraisal of what is happening in the market and what you’re doing to help them as individuals to achieve the best outcomes.

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