284 white papers and resources
Regulatory reporting: Firms seek flexibility, automation and the cloud
This report focuses on the state of play across the industry with regard to regulatory reporting. It sheds light on current reg reporting platforms in use at buy-side and sell-side firms, the effectiveness of those solutions, and the challenges facing firms around improving automation levels and…
Buy-side compliance: Firms seek customizability and automation
This paper sheds light on the types of systems already in place at buy-side firms, the efficacy of those systems and their compliance-related challenges—the most acute being the need to improve automation levels and the desire for system customizability. It also looks at the factors typically…
Webinar: Get set for crypto: how can asset managers stay ahead of the game?
This webinar focuses on the state of play in the crypto market and the extent to which crypto has been ‘institutionalized’.
EDM client case study: Glenmede
Glenmede, a Philadelphia-headquartered investment and wealth management firm with $40.2bn in assets under management (as of 9/8/22), uses our cloud-based EDM managed service to produce curated gold copy data that supports its order management system and other downstream applications.
Podcast: Leveraging Real-time Data Feeds For Faster Business Decisions
The markets have been on a very volatile ride in 2022, which makes low-latency data more crucial to the business. This broadcast brought on a veteran data leader from the London Stock Exchange Group (LSEG), who shared what the key markets challenges are, and how firms can leverage LSEG’s vast…
Demand for managed services grows as firms focus on the bottom line
WatersTechnology recently conducted an online survey on the current and future shape of the managed services market across the industry. The research underlines the extent to which the quality of the relationship between capital markets firms and their service providers are key to the future…
What brokers want: Technology, reliability and interoperability
This whitepaper sheds light on the extent to which brokers make use of single, integrated front-office platforms, their technology sourcing/development preferences, their most acute front-office operational and technology challenges, what they value most in a trading technology partner and the…
The case for modularity and interoperability
This rapid read investigates the extent to which firms have optimized their entire trade lifecycles, the structure, challenges and interoperability of their front-office systems.
Market and reference data management: Challenges abound
The findings in this paper illustrate just how much firms can improve managing and optimizing market and reference data spend and usage.
Outsourcing Across the Buy Side - Look Before You Leap
This paper investigates the extent to which firms have embraced outsourcing across the industry, key benefits they can reasonably expect on the back of outsourcing business processes and technologies to a specialist third party, potential drawbacks of outsourcing practices and what they are looking…