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Bumpy roads ahead

Achieving operational efficiency today should be a priority for asset managers, if they’re going to survive tomorrow. Todd Moyer of Confluence explains why

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Counting pennies

Small change can lead to big savings, but according to Fundsquare’s Olivier Portenseigne, in the funds industry, it’s a case of looking after the millions, and the billions will look after themselves

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P-A-R-T-Y? Because EU can

ESMA’s recommendations for AIFMD passporting were the talk of the summer, but whether today’s choice is tomorrow’s success story depends on much more than popularity

Hunting the Holy Grail

Global expansion is perhaps the most sought-after prize of the business world, and according to Calastone’s Rob Swan, visibility is the key to finding it

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Global standards intensify local needs

Adapting to global regulations and standards means understanding how they play out in each local market, explains CIBC Mellon’s Shane Kuros

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Expanding horizons

Fund administrator Maitland has chosen Oracle as its technology partner for transfer agency. Anand Ramachandran and Jim Clark talk market evolution, operational efficiency, and old-fashioned customer service

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Security alarm

As the Czech CSD approaches its fifth birthday, there are still concerns around the safety of securities. CSOB’s Marek Za?al explores why

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Europe’s quest for transparency

Guidelines from ESMA will have a profound impact on brokers and their clients. Those looking to make a smooth transition will need to make some important choices, but they also have an opportunity to position themselves for the future. Experts from GBST take a look

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