Form N-CEN data can be elusive and challenging to find. But once an organization has gone through the effort to answer Form N-CEN questions, the data has value beyond the form.

Why accurate data appropriate to multiple stakeholders is a more efficient output for the middle office.

Good asset managers can speak in depth about the return expectations of their portfolio in the scope of the current macro-environment. However, fewer manager…

The week of February 5th 2018 definitively answered the question of when volatility would return to global markets. Most market observers had the intuition…

How the middle office needs to expands its services to deliver for an ever increasing range of internal and external clients.

Pretty much from the day the SEC finalized its reporting modernization rules, the industry has lobbied for something to ease the burden of readiness and processing – a delay, an extended monthly due d

Beyond Compliance: Outlook for 2018

How the front office can drive performance with automated data and efficient systems.

More Data and More Frequently Than Ever… Why Form N-PORT Oversight is a Must

With the role of asset managers becoming increasingly important to the global financial services industry, it is important to look at the currently market tre…

Review the latest insights into the challenges facing the middle office in boutique and large asset management firms today.

Asset managers are playing an increasingly important role in global financial services; with AUM closing in on that of global banking balance sheets, they ar…