An earlier article in this blog described how reporting on ‘Stress Testing’ for buy-side can help investors get a...
ALM and Cashflow Projections: Key Challenges
Matching assets to corresponding liabilities i.e. asset-liability management (ALM) is critical for multi-asset...
Investment Firms: Approach to transitioning from Legacy Systems
Background Mid to large IM firms traditionally have a large footprint of legacy systems that are core to their daily...
ESG Data: Should Investment Firms wait for Data Standardization?
Recent ‘call for evidence’ report from ESMA highlights the following issues on ESG ratings - --------------------1....
Stress Testing Mandate for Investment Managers?
In June-2022 the Fed said that all banks that took part in this period's stress test passed. This is great news for...
“Central bank digital currencies (CBDC) is the currency of the future”
This is a summary from a recent report released yesterday by BIS (Bank for International Settlements). The report also...
Buy-Side Muti-Asset Portfolio Management – Is it time for ‘real-time’ Portfolio Risk Analysis?
Growing market indicators are pointing to potentially prolonged period of recession, i.e. increasing inflation,...
Risk Analysis of Alternative Investments in a multi-asset portfolio
An increasing trend in the last few years is the growth of alternative investments - mostly to get steady yield and/or...
Is it time for Ex-Ante Risk and real-time What-If Analysis for the Buy-Side?
Increase in market volatility and other risk factors such as inflation concerns require the ability to analyze client...
Summary of Bank of England’s (BoE) Report on the future of Post-Trade
The BoE post-trade task force recently published the report "Charting the future of Post-Trade" and the FICC Markets...
ESG Investing and Portfolio Performance
Reports and surveys in the last few years found increased investor interest in ESG. Now too much data without...
Buy-Side Survey: Impact Of Russia-Ukraine war on financial markets
Buy-side - Key takeaways from the recent Greenwich Report on impact of Russia-Ukraine war: -- Portfolio liquidity is...
This is the minimum need for an effective portfolio risk analysis
Investment Firms: Addressing the Challenges of Growing ESG and Other Key Trends
Key Investment Trends:ESG investing is gaining increased traction with Vanguard and Blackrock also joining the ‘Net...
Business Perspective on Using Legacy Systems for Portfolio Analytics
THE PROBLEMContinuing from the previous post on the need for moving away from Legacy Systems for Risk Analysis for...
Still Using Legacy ‘Risk’ Systems For Portfolio Analytics?
Legacy systems in mid to large investment firms still form the main backbone for core operational systems. Stability...
Geo-political Risks and Risk Analyses for Multi-Asset Portfolios
For portfolios with relatively simpler asset mix (i.e. wealth management) - risk factor shocks such as change in...
Fund Administrators: Are You Liberating ‘Data’ for ‘Insights’ to your clients?
PROBLEMIncreased competition, fee compression and margin pressures in the fund administration business have turned the...
Investment Firms:Roadmap to enable Business Intelligence (BI) with Legacy systems
In an earlier LinkedIn post, we reviewed how to enable BI with Legacy systems using API strategy for Investment firms....
Risk Management And Cloud Adoption At Banks
According to a recent Greenwich report - "The introduction of Fundamental Review of the Trading Book (FRTB) coupled...