Industry News

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  • Sweet Sixteen: 2016 Outlook

    While some of the topics in this year’s outlook may be familiar, we’ve been seeing changes in trends over the past two years that indicate our industry is poised for a revolution. From vendor consolidation, to data infrastructure initiatives, to tech disruption (read: #fintech), we weigh in on which hot topics will change the industry in…

  • Barclays POINT User Survey Results

    Find out how the fixed income industry is reacting to the planned retirement of Barclays POINT. After analyzing the survey results, one thing is clear: asset managers who use POINT were blindsided by the planned retirement of the platform with a short timeframe of just 18 months. Some key findings include: The majority of…

  • Times of Change: 2017 Outlook

    The immortal words of Bob Dylan rang true in 2016 more than any recent year in memory: The Times They Are a Changin’. Though we covered a number of trends in our  2016 Outlook  that persisted over the year, we have to admit that this year’s biggest shake-ups blindsided us. Trump, Brexit, Barclays POINT…what can we learn from the market…

  • Tom Secaur Discusses Back Office Vendor Shakeout

    J.P. Morgan Asset Management is ending its relationship with SEI as the distributor of its ETF line, bringing the business to units affiliated with the New York–based bank instead. The deal is the latest in a number of back-office swaps announced in recent weeks, and at least one consultant says plenty of other firms are gathering…

  • Tom Secaur Discusses SEC Liquidity Rule Prep

    Citisoft’s Tom Secaur and Ignites recently discussed how asset managers need to prepare for the SEC liquidity rule as the December 2018 compliance date approaches. Many firms face long to-do lists, but lots of these shops aren’t even certain if they have access to data necessary to comply with the rule’s liquidity monitoring standards.…

  • Steve Young Discusses Client Communication Differentiators

    Citisoft’s Steve Young recently penned an article on the increasing needs in client communications and reporting for SimCorp’s Journal of Applied IT in Investment Management . The business environment for asset managers is likely to change considerably. Clients are becoming more demanding, while the digital age is creating the…

  • Join Citisoft at Women in Operations Networking Event

    Join Citisoft for the first Boston-based network opportunity offered by Women in Operations—Alternatives this month. The cocktail event will be Tuesday, July 25 from 6–9pm at Alibi Bar and Lounge. Women in Operations—Alternatives is a networking group born from the need for more network opportunities for women working in alternative…

  • Tom Secaur Discusses Service Provider Shift to Data

    Major service providers are switching their pitches from telling asset managers how much money they can save fund shops by taking on the mundane operational tasks to promoting the value they can bring through better data management and analytics. Service providers and consultants say this data-driven outsourcing strategy is…

  • "Balance Positivity and Realism" in Project Management Says Steve Young

    Citisoft’s Steve Young recently authored a blog at Banking Tech on project management, discussing the crucial need for leadership and early communication of issues on large-scale operational projects at asset management firms. “These projects are notoriously ambitious, incredibly complex and extremely hard to deliver.” Steve comments.…

  • David Bates Weighs In on Barclays POINT Aftermath

    Bloomberg’s acquisition of the Barclays POINT intellectual property has caused a storm in the fixed-income technology space for investment firms and vendors alike. Alongside a number of similar risk and portfolio system acquisitions, concerns are lingering over how Bloomberg plans to integrate POINT functionality into its own PORT…

  • Steve Young Discusses Evolution of Client Reporting

    Citisoft’s Steve Young recently penned an article featured on the IBS Intelligence Blog discussing the need for innovation in the realm of client reporting. From both a business and a vendors’ perspective, Steve writes, the term ‘client reporting’ is increasingly inappropriate and lacks the necessary ambition to be effective in today’s…

  • Tom Secaur to Co-moderate Leadership Boardroom at Fixed Income Leaders Summit

    Tom Secaur, Global COO at Citisoft, will co-moderate a Leadership Boardroom with SimCorp’s Terry Flynn on “Rethinking Traditional Approaches” hosted by SimCorp at the 2017 Fixed Income Leaders Summit in Boston. The session will explore the outlook for active and passive investment management as passive assets continue to rise. The…

  • David Bates Weighs In on Benefits of Data Reporting Compliance

    Operations and compliance teams racing to prepare for new SEC reporting requirements that take effect next year may have headaches now, but shops that do it well stand to reap big rewards long-term. The rule, which the regulator made final late last year, dramatically increases the amount of data fund companies are required to…