Contact Us about ESG Focused Portfolios This article addresses the limitations and risks of negative screening within separately managed accounts and the opportunities that technology and newer portfolio construction approaches offer to wealth and asset managers...
In Part 1 of this two-part series, we discussed some of the challenges around order generation in FX management that confront asset managers undergoing a merger or acquisition. Specifically, we looked at issues that arise when firms seek to combine and rationalize...
Mergers and acquisitions between asset management firms are at a historical high, driven by margin compression, the ascendance of passive management, and growing regulatory compliance costs. A thorny FX management challenge facing asset management firms is the need to...
Collateralized OTC derivatives transactions help firms reduce credit risk when dealing with smaller, less capitalized counterparties, during periods of market shocks, and when holding long-dated positions. However, managing, monitoring and optimizing collateral places...
An increasingly critical middle office function is delivering accurate and timely position data to the front office and ensuring redundancy with outsourced back-office services. This article discusses the operational, regulatory and competitive drivers for automated...
The buy-side middle office is undergoing significant change, as new regulations, increased use of OTC derivatives and fee compression force firms to reevaluate their existing staffing, workflows and technology. This Insight explores those changes, and discusses how a...
