Insights

 Curated Articles & Insights from our Team

Blog Posts

Why technology could be a make or break for managers during fundraisings

Both traditional and alternative asset managers are in the midst of a challenging fundraising period. With institutional allocators becoming increasingly selective, managers need to demonstrate to...

Should we embrace Big Tech’s presence in retail finance with fingers crossed?

The Financial Conduct Authority (FCA) is asking its members to reflect and feed back on the likely benefits and negatives of Big Tech businesses such as Apple, Microsoft, Amazon and Google, expanding...

Prevention is Better than Cure

As soon as you enter into a service based business partnership with a provider, their financial viability, operational risk and security posture becomes an extension of your own...

Investment funds are facing some significant challenges as we move into 2023

Tough macro headwinds - namely depressed equity markets and volatility in fixed income – are making it increasingly complex for fund managers...

Cloud Adoption Decision-Making: Rehost, Refactor or Rebuild?

There are three key ways to handle your cloud strategy or cloud migration: rehosting, refactoring or rebuilding (rearchitecting). To steer you in the right direction, let’s examine them...

The SEC Proposes New Oversight Requirements for Third Parties

The Securities and Exchange Commission (SEC) unveiled protective new proposals in October 2022 which would affect all investment firms that outsource certain functions or services to third party...

Good Data Hygiene Supports the new SEC Marketing Rules

The Securities and Exchange Commission (SEC) has upgraded forty-year-old rules that affect investment advisors’ (RIAs’) marketing communications to help prevent fraud. The aim of the new rules is to...

ESG data reporting: SEC continue to provide guidance to firms

The SEC have continued to report that the regulatory landscape for ESG disclosure may face significant changes in order to create consistent and comparable data for investors...

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