#InvestmentManagement

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

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