Technology Systems and Software
206 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…
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…
T+1: Complacency before the storm?
This whitepaper, created by WatersTechnology in association with Gresham Technologies, outlines what the move to T+1 (next-day settlement) of broker/dealer-executed trades in the US and Canadian markets means for buy-side and sell-side firms. It explores where firms are in their T+1 projects, what…
Crypto: Too important to ignore
This WatersTechnology rapid read survey report examines the crypto finance priorities of institutional investors, how far along they are on their crypto journeys, the challenges in entering and participating in this market, and what they value most when partnering with a crypto data and technology…
Banks, asset managers look to vendors for T+1 support
This whitepaper focuses on the upcoming move in the US to T+1 (next-day settlement) of broker-dealer-executed trades. The paper explores what the move means to market participants, where they are in their projects in compliance with the new rules, the specific business processes they expect to be…
Integrating Pillars 1, 2 and 3: A better way to Basel IV
This Wolters Kluwer report provides actionable insights on how banks can navigate the challenges of Basel IV effectively