Insights

 Curated Articles & Insights from our Team

Blog Posts

Demand for cloud services is growing; the focus now needs to be on cloud security.

The appetite for cloud-based services is increasing exponentially among financial institutions as organisations look to capture cost synergies, obtain scalability and ensure better business continuity...

The importance of accurate data reporting for funds regulated by the SEC

SEC commissioner Caroline Crenshaw recently spoke on data quality and accuracy, noting that there are “many tools available to aid with the submission of high-quality, accurate data.”...

Portfolio BI named ‘Best OMS’ at the With Intelligence HFM US Service Awards 2022

Portfolio BI, a leading provider of front-to-back platform solutions for order management, portfolio management, data management, reporting, and public cloud services and support for the buy-side has...

The complexity IFPR and ICARA reporting requires a robust data management strategy

Regulatory reporting obligations have created a plethora of challenges across different organisations within the financial service industry, from insurers and banks to asset managers and payment...

The SEC revamps Form PF

Introduced under the Dodd-Frank Act as a mechanism to enable US regulators to proactively identify build-ups of systemic risk in the private funds industry...

Maximizing compliance and reporting potential with cutting edge OMS

A quality OMS can help managers execute their trades more efficiently, which is critical given how markets continue to become more complex...

Greenwashing – data is key to prevention

According to recent estimates, ESG funds are believed to manage around $330 billion, and this looks set to keep growing. While positive, the sudden growth of ESG has led to concerns around...

Data lakes vs data warehouses: considerations for storing data

I hosted a data management roundtable where one participant started off by saying she was told that she should invest in a data lake solution for her Firm because it was the latest technology for data...

Analogue to digital: Increased demand from investment firms for SaaS solutions

Over the last decade, asset managers have increasingly abstained from implementing manual based reporting techniques – preferring to leverage digital solutions instead. But what is prompting...

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