Asset Management

September 28, 2016
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John Schneider presents his view on Compliance 2.0

John Schneider presents his view on Compliance 2.0

September 20, 2016
Case Studies
Front-to-back Investment Suite Selection and Implementation

Evaluation, selection, implementation and post go-live support of a new Portfolio and Order Management System

September 20, 2016
Case Studies
Global Target Operating Model Design

Evaluation and re-definition of front-to-back operating model across 10 locations

September 20, 2016
Case Studies
Best Execution Review

Aiding a Global Asset Manager to review their best execution operating model to identify ‘gaps’ to current regulations, forthcoming MiFID II requirements, and industry best practice

September 20, 2016
Case Studies
Salesforce Technology Review and Target Operating Model

Assisting a Global Asset Manager to overcome a complex legacy Salesforce platform and develop a target operating model

July 11, 2016
Views
Best Execution under MiFID II
June 27, 2016
Views
PRIIPs: The challenge for asset managers
June 15, 2016
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Nick Baker discusses bank owned asset managers with Financial News
June 15, 2016
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Olivia Vinden talks to Funds Europe about IBOR
June 15, 2016
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Nick Fienberg talks to The Trade on the data impact of MiFID II