George Costas and Nicole DeBlois of Boston Financial Data Services discuss keeping up with the shifting market dynamic and positioning for growth.
A small but growing number of fund managers are finding that patenting an index strategy can have strategic and marketing advantages.
Thirty six percent of asset managers indicating they are likely or highly likely to increase spending on computer/data security in the next 12 to 18 months was among the key findings from Money Management Executive's annual Operational Issues Survey.
Fund companies are planning to increase expenditures on distribution with technology being a driving factor.
BlackRock Inc.'s Laurence D. Fink, whose firm is the largest shareholder in companies from Apple Inc. to JPMorgan Chase & Co., is repeating his call to chief executive officers to engage with shareholders and be more transparent about balance-sheet decisions.
While IT budgets at buy-side firms have not fully recovered from the cutbacks of the Great Recession, front-office demands keep growing in quantity, complexity and required speed of response.
Rob Goldman founded Goldman Small Cap Research (GSCR)--not affiliated with Goldman Sachs--in 2009. He has over 20 years of investment and research experience as a senior research analyst and as a portfolio and mutual fund manager.
For the last several years the investment management industry has seen a seismic shift towards outsourcing middle and back-office activities.
During the crisis of 2008, service providers faced an environment in which they saw their clients' assets decline sharply.
Executives at mutual fund companies, asset management companies and support providers rated client reporting--which included any reporting that is created for the purpose of distribution to clients--as their top challenge followed closely by risk management in Money Management Executive's third annual Operations Survey.