CULTURAL CHANGE MUST COME BEFORE TECHNOLOGY INNOVATION

“Technology on its own is not going to radically change the world. It is because someone is determined to radically change their way of doing business, using the right technology to facilitate cultural change.” This article by Bob Kneip resulted from his participation on the panel of the KPMG Fintech Awards 2017. Think of ‘Fintech’ [...]

  • By Bob Kneip

  • June 29,2017

A BEACON IN THE FOG: THE EUROPEAN PRIIPS TEMPLATE

Asset managers and insurers have agreed upon a European PRIIPs template (EPT) to help standardize the way they share data in implementing PRIIPs requirements. This comes at a time when the PRIIPs Regulatory Technical Standards as proposed by the European Commission were rejected by the European Parliament on 14th September and followed by a rejection in the Council.

  • By Ulf Herbig

  • November 07,2016

ASSET MANAGERS & AIR BAGS

Compared to the automotive industry, asset management is still very young in terms of how it operates and standardizes processes. If it were a car producer it would still be producing the Model T, as opposed to the latest Tesla Model S.

  • By Lee Godfrey

  • November 01,2016

LEGAL ANNOUNCEMENTS AND THE CALL THAT NEVER CAME

When it comes to online dating, the biggest fear that people have is that, after having announced where and when to meet their date, they duly turn up and find themselves waiting… and waiting… a quick check of the watch after 20 minutes… still waiting… then it sinks in: the date is a no show.

  • By Myrtha Monateri

  • October 04,2016

WAKE UP AND SMELL THE COFFEE

Long before we began our love affair with drinking coffee, it is believed that one day, a shepherd in Ethiopia took inspiration from his herd of goats who he had seen eating a curious fruit, and discovered that it delivered a pleasant burst of energy. That red fruit turned out to be the coffee cherry. Impressed, the shepherd took a batch of the curious cherries to a local monk who proceeded to boil them and create a

  • By Troy Bankhead

  • September 13,2016

CLEAN DATA: THE NEXT GAME CHANGER – PART II

In our first post on the impact of fund data, the argument was put forward that clean data not only improves sales efficiency but by reducing the amount of noise which arises when having to fix inaccurate data points, it can also lead to greater cost efficiency, leading to lower fund TERs.

  • By Lee Godfrey

  • June 28,2016

TECHNOLOGY DRIVING FUND DISTRIBUTION

Fund distribution is going to be driven by technological innovations going forward. This is a given. But this means that many organisations will need to go back to the drawing board and adapt their marketing strategies to these changes.

  • By Armann Gudmundsson

  • June 13,2016

BLOCKCHAIN SHAKING THINGS UP

Distributed ledger technology—and more notably Blockchain—has stirred debate on many levels. Asset servicers have yet to tire about explaining the benefits and cost savings it could bring to their industry, while employees at central counterparty clearing houses and central securities depositories question whether their jobs are secure in this new environment.

  • By Armann Gudmundsson

  • June 09,2016

CLEAN DATA: THE NEXT GAME CHANGER?

The typical CEO of an asset management company has many things on his mind, but data cleanliness is unlikely to be top of the list. It really ought to be, though, for several reasons.

  • By Lee Godfrey

  • May 17,2016