Data Management

When Reporting Trends Move Faster Than Investment Strategy

In asset management and across the broader financial industry, reporting priorities often follow market narratives. Over the past decade, firms have adapted disclosures and reporting outputs to address ESG integration, transaction cost transparency, digital assets, and more recently, artificial intelligence exposure. Before that, it was smart beta, alternatives, and thematic Read more…

By Diana Marks, ago

Implementing a Golden Source of Fund Data: Challenges and Best Practices

As regulatory obligations expand and distribution models become more complex, financial firms are increasingly constrained not by a lack of data, but by how that data is managed. Across asset managers, insurers, REITs, and other investment firms, fund and product data are often fragmented across administrators, custodians, vendors, and internal Read more…

By Diana Marks, ago

FinDatEx Releases Final EMT 4.3 for Structured Products in France

Last week, FinDatEx released the finalized version of EMT 4.3, the latest update to the European MiFID Template. As we previously reported, EMT 4.3 introduces a new France-specific section applicable to structured products, focused on Value Cost Advantage (VCA) disclosures. Compared to EMT 4.2, version 4.3 adds three optional fields Read more…

By Diana Marks, ago

Enabling Time to Market Through Integrated Data and Reporting

In asset management, speed to market is a competitive advantage. Firms that can launch funds and share classes efficiently are better positioned to support distribution strategies, respond to investor demand, and capitalize on market opportunities. Yet for many organizations, regulatory reporting continues to be a gating factor, extending launch timelines Read more…

By Diana Marks, ago

FCA Publishes Final CCI Rules: What Firms Need to Know as Implementation Begins

The Financial Conduct Authority (FCA) published its final rules for the Consumer Composite Investments (CCI) framework on 8 December 2025, providing manufacturers with an 18-month implementation period before full enforcement. This marks the formal replacement of the UK UCITS KIIDs and UK PRIIPs KIDs, following an extensive consultation process that Read more…

By Diana Marks, ago

SFDR 2.0: From Disclosure to Categorisation

What the Final Proposal Means for Asset Managers Distributing Funds in Europe The European Commission has published a proposal to reform SFDR, signaling a decisive transition away from a purely disclosure-based regime. Under the new draft, formal product categories are introduced, measurable entry criteria apply, and exclusions and sustainability objectives Read more…

By Diana Marks, ago

Openfunds has published Field List, v2.12.0

This version introduces new fields for holdings attributes, trade price frequency, UK Overseas Fund Regime (OFR), ACT signatory, and Swiss sustainability disclosure. It also updates many fields to support minor currencies, UK post-Brexit considerations, and definitions for EMT, EPT, and EET-related fields. Although the changes span 121 fields, the iQuant Read more…

By Diana Marks, ago

Rethinking Fund Distribution: Unlocking Private Markets

In recent years, the boundaries separating retail and institutional investment access have begun to blur. Amid a persistent lower-yield environment, retail investors have shown growing demand for the higher return potential offered by private markets, including private equity, private debt, infrastructure, digital assets, and real estate funds. This demand is Read more…

By Diana Marks, ago

FCA Launches Beta Version of New Handbook Website: A Step Toward a Smarter Future

The Financial Conduct Authority (FCA) has launched a beta version of its newly redesigned Handbook, marking a significant step forward in its broader strategy to become a more agile, tech-enabled regulator. The new platform is designed to make regulatory content easier to access, navigate, and understand; a welcome change for Read more…

By Diana Marks, ago

Crypto, Robo-Advising, and the Evolving Regulatory Landscape: A Global Perspective for Asset Managers and Insurers

As a London-based firm with a global presence, we understand the rapidly changing reporting challenges facing investment managers and insurance companies. The adoption of crypto-assets and algorithmic tools like robo-advisors is accelerating, driving a wave of regulatory transformation. Compliance today is no longer about meeting static rules—it’s about anticipating dynamic, Read more…

By Diana Marks, ago

Navigating Regulatory Reporting: The Ongoing (Form PF) Implementation Challenge

Two weeks ago, we reminded private fund managers that the extended Form PF compliance deadline (June 12, 2025) was fast approaching. Many have spent the past year preparing for XML schema updates, expanded data fields, and new reporting requirements. Yet with only two weeks left prior to the implementation deadline, the industry Read more…

By Diana Marks, ago

Attention Private Fund Advisers: Deadline Approaches for Incorporating Changes to Form PF

The SEC and CFTC’s extended compliance date (June 12, 2025) for the recent Form PF amendments is now only one month away. This extension provided additional time for private fund advisers to implement the necessary operational and technological changes required under the updated Form PF reporting framework. 𝗞𝗲𝘆 𝗖𝗵𝗮𝗻𝗴𝗲𝘀 𝘁𝗼 Read more…

By Diana Marks, ago

FCA’s 5-Year Vision for the Future: A Revolution in Regulatory Reporting and Client Outcomes

The Financial Conduct Authority (FCA) recently unveiled its strategy for the next five years, a forward-thinking vision that strongly resonates with our mission at iQuant Solutions to revolutionize regulatory reporting and client outcomes. By focusing on transparency, innovation, collaboration, and continuous improvement, the FCA’s approach is not just about meeting Read more…

By Diana Marks, ago

Top 5 Data Management Solutions to Streamline Regulatory Reporting

Blog Post: Top 5 Data Management Solutions to Streamline Regulatory Reporting In today’s fast-evolving regulatory landscape, managing the vast amounts of data required for compliance and reporting can be overwhelming for financial institutions. Asset managers, insurers, banks, and REITs face the challenge of consolidating fragmented, siloed systems while staying on Read more…

By Diana Marks, ago

The Role of Technology in Modern Financial Data Management: How iQuant Solutions Simplifies Integration

In today’s fast-paced fintech and regtech landscape, financial institutions must manage vast amounts of data while staying compliant with complex and evolving regulations. As demand for faster, more efficient, and transparent data management grows, APIs (Application Programming Interfaces) are becoming essential. APIs facilitate seamless communication between systems, empowering firms to Read more…

By Diana Marks, ago

Key Regulatory and Investment Data Reporting Trends to Watch in 2025 for Asset Managers and Insurance Investment Firms

As we head into 2025, asset managers and insurance investment firms face a landscape shaped by evolving regulations and new reporting requirements. We’ll be watching several key factors likely to influence their operations and strategic decisions. Investment Data Transparency: There’s growing emphasis on improving transparency in investment data, including ESG, Read more…

By Diana Marks, ago

Announcing Our New U.S. Subsidiary: Bringing Fresh Perspectives and Localized Expertise to the U.S.

Announcing Our New U.S. Subsidiary: Bringing Fresh Perspectives and Localized Expertise to the U.S. We are thrilled to announce the opening of our new U.S. subsidiary, marking a major milestone in our journey to serve clients in the asset management, insurance, and finance industries. For years, our firm has specialized Read more…

By Diana Marks, ago

Translations of ESMA Guidelines on Fund Names using ESG Terms published

Today ESMA published the translations of the Guidelines on funds’ names using ESG or sustainability-related terms. However, since the English-language guidelines were published in March, the publication of the translations does not mean anything new in terms of content. Funds that use sustainability-related terms in their name, must at least Read more…

By Alexander Ehmann, ago

Infrastructure Investments under the Solvency II Regime

Infrastructure investments have become an increasingly attractive asset class for insurance companies operating under the Solvency II regulation. Solvency II, implemented in 2016, aims to standardize and strengthen the regulation of insurance and reinsurance companies within the European Union (EU). It introduced a risk-based approach, emphasizing the need for insurers Read more…

By Alexander Ehmann, ago