Technology
297 white papers and resources
The power of three: How technology, service and expertise can transform investment operations
Investment and wealth managers are investing more in technology these days, but not necessarily with an optimal strategy that reaps expected efficiency gains and cost reductions. Technology alone only gets you so far. You need the right operational ecosystem, experts and competent service support…
Driving strategic transformation of investment operations
Managing operations as a seamless, front-to-back process is difficult, if not impossible, when a firm has disparate platforms for each of the functions that make up the investment process, often with different technologies that do not easily interoperate. This whitepaper details three of the major…
Real-time and historical market data: Priorities, preferences and the cloud
This paper focuses on firms’ current market data priorities, the asset classes and geographies they are looking to focus on in the near future, and the benefits they expect moving their historical market data storage and consumption to the cloud
Investment management ‘one analytics view’ for credit bonds and ESG risk factors
A Chartis and MSCI research report that examines how firms must integrate ESG risk analytics with multiple other performance or risk analytics in credit bond portfolios to obtain a meaningful, quantitative and comprehensive investment view
Finding the investment management ‘one analytics view’
This paper outlines the benefits accruing to buy-side practitioners on the back of generating a single analytics view of their risk and performance metrics across funds, regions and asset classes. And, while that objective might be well understood and clearly defined, actually producing a single,…
In search of clean data: Firms navigate data challenges as LLM adoption flourishes
Large language models (LLMs), a form of artificial intelligence (AI) specialising in natural language processing, represent many opportunities for financial services firms to improve investment decisions and enhance risk management. These models are transforming the way they analyze data and…
Post-trade processing via NYFIX matching
This case study highlights a global asset management firm's successful adoption of NYFIX Matching, a product from Broadridge Trading and Connectivity Solutions, to address challenges in post-trade processing.
The move to T+1: This time is different
This whitepaper, created by Broadridge, outlines its NYFIX Matching solution, which offers a tailored road map, leveraging robotic process automation and artificial intelligence, ensuring a smooth transition. As the industry braces for T+1, this move also positions organisations to future-proof…
Re-envisioning client lifecycle management
The financial services industry faces an urgent need to modernize and future proof its systems and processes. Amid increasingly complex transactions, regulatory requirements and tax regimes, service providers are facing greater transaction volumes; between 2021 and 2022 alone, global daily trading…
Navigating the Adoption of Generative AI
This whitepaper, created by Xoriant, focuses on generative artificial intelligence (AI) and its potential to transform the way financial services firms operate, make business decisions and innovate. Gen AI—models developed to generate high-quality text, images and other content—has the potential to…