transfer agency

Apr 07, 2021

Dan_KramerFunds Europe talks to Calastone’s Dan Kramer about the firm’s latest innovation, DMI Fund Services, and its implication for fund administration.

Mar 08, 2021

Nick_WrighKeeping up with changes in the asset management world has become a full-time pursuit. Between persistent fee pressure and increased competition for assets, fund firms are constantly having to reevaluate their operational strategies to stay current and competitive, writes SS&C’s Nick Wright.

Jan 25, 2021

data_managementVontobel Asset Management said it would transform the data management relating to its investment servicing using State Street’s Alpha asset management system.

Jan 21, 2021

managing_liquidityIn our recent securities finance roundtable, Xavier Bouthors, senior portfolio manager, treasury and fixed income solutions at NN Investment Partners, shares his views on ESG integration and a wider set of issues, including industry responses to the Covid pandemic.

Jan 19, 2021

Fund transactions blockchainA fund transaction that would normally take several hours has been achieved in “only a few minutes” using blockchain, the firms behind the transaction said.

Jan 04, 2021

trade repositories BrexitThe EU financial markets regulator has withdrawn the registrations of six UK-based credit rating agencies and four trade repositories due to Brexit.

Dec 21, 2020

Charles Schwab UK fineCharles Schwab UK, the broker, has been fined by the UK financial regulator for safeguarding and compliance failures.

Dec 21, 2020

MiFID II, data management, EMTA digital utility has managed to lower data management costs related to MiFID II by over £100,000 (€110,000) for firms involved in the project.

Nov 25, 2020

Richard_ClarksonOracle’s global head of solutions, Richard Clarkson, charts the evolution of the transfer agency model from its simple beginning to its digital future.