Using machine learning for investment management

By Bryan Bashaw

Concept of Global Strategy Virtual Screen. Diagram, Investments Interface Panel

There are many new strategies and approaches in investment management today. While the industry debates active versus passive investing, machine learning investment algorithms have become a significant player. All these changes affect managers, investors, and vendors. Managers must now consider scalability and evaluate their long-term business strategies. Continue reading

Transparency: How to best serve your investors

By Kamran Anwar

According to Preqin, private equity now manages a record $2.49 trillion, and most of these inflows are institutional. Since private equity now manages a greater percentage share of investors’ portfolios, returns are impacted by performance now more than ever.

Continue reading

The challenges of data normalization

By Giles Smart and Justin Meagher

Today’s financial managers operate in a strict regulatory landscape that can be overwhelming and challenging. Many are struggling to stay on top of the new financial rules (e.g. AIFMD, EMIR, MiFID II, Solvency II, FATCA, and Dodd-Frank) while still effectively servicing their clients.

Continue reading

Boutique asset managers: The path to scale

By Lee Burchell

Markets and regulations are constantly evolving, expensive internal operating models impede scalability, and savvy investors recognize that growth cannot be achieved if internal costs are unsustainable. How can boutique firms meet these challenges and stay competitive?

Continue reading

The challenge of complexity: The impact of corporate actions processing, part 3

By Tongjai Lertphaisan

Do you regularly miss deadlines? Are your systems manual and error-prone? Are you looking for ways to improve your firm’s corporate action processing?

Continue reading

What the new U.S. administration means for the DOL Fiduciary Rule

By Bryan Bashaw

Contrary to initial speculation, it looks as though the Department of Labor (DOL) fiduciary rule will continue to be enforced under the new U.S. administration. This gives an advantage to wealth managers that operate as a fiduciary.

Continue reading

Alternatives forever changing the look of the UCITS market

By Colin Keane

Until recently, traditional UCITS followed long-only strategies and offered relative returns to investors.

Late 2015 and 2016 saw significant market and political challenges; relative returns have been squeezed through rising fund operational costs, negative territory interest rates, and low bond yields. This presented a lot of problem for UCITS managers and their investors who continue to seek positive returns, and ultimately has led to a considerable shift in allocations towards uncorrelated asset classes. In 2016, there were outflows of €63bn in long-only equity mutual funds (according to Global Investor).

Continue reading

A New Generation of Investors for Asia Pacific Private Banks

By: Julian Webb

Businesspeople shaking hands and looking pleased

The high-net-worth-individual (HNWI) population in Asia Pacific (APAC) grew by 8.5% and wealth rates increased 11.4% in 2015, according to the World Wealth Report by RBC Wealth Management and Capgemini. In addition, the wealth of HNWIs in APAC is expected to reach $15.8 trillion and is poised to surpass the wealth in North America. While these numbers significantly impact private banks, what perhaps impacts them more is that their target investor audience is also getting younger. Continue reading