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For the past decade, the market seemed to be racing away from multi-vendor best-of-breed implementations towards everyone implementing some type of Front-to-Back solutioning. As discussed in more detail earlier in this series, the primary reason was to reduce costs by simplifying the entire end-to-end process. Their adoption hasn’t occurred at the pace everyone initially thought
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Process Based Attribution: Getting to the Heart of Value Add
INTRODUCTION Our previous papers in the asset owner series dealt with a variety of topics in the performance value chain. The first paper discussed valuation challenges posed by higher allocations to private markets, external asset management, and managing multiple books of record. Our second explored multiple return methodologies to provide meaningful performance returns. In the
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Gestion du changement : oubliée ? Une réflexion après coup ? Ou investissement stratégique pour réussir ?
INTRODUCTION L’importance de la gestion du changement ne saurait être surestimée dans le paysage commercial en constante évolution d’aujourd’hui. Accordez-vous une réelle valeur à la gestion du changement ? Comment conduisez-vous efficacement le changement ? Quelles stratégies utilisez-vous pour garantir le succès ? Souvent, les organisations manquent l’occasion cruciale d’intégrer la gestion du changement au
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Unlocking the Power of Data with BNY’s Vault: A Q&A with Meradia
Meradia launched a Vendor Spotlight series to engage in open conversations about industry trends and how key products are evolving in response. In this latest installment, Martin Ouellette, Director and Practice Lead for Meradia’s Trading and Investment Operations practice, interviewed Francisco Ceballos, Head of Product, Data & AI for BNY’s Data & Analytics business. Francisco
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Bridging Resource Gaps for Successful Investment Performance Implementations
When clients and vendors share responsibility in system implementations, what is at risk of being overlooked? The delineation of duties between clients and vendors can be ambiguous. Resourcing gaps arise when one party assumes that the other party is responsible for a task. These gaps become apparent only after project teams and stakeholders have experienced
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The Front-to-Back Operation Movement in Investment Process: Evolution and Integration
In recent years, the asset management industry has undergone a noteworthy evolution towards a « Front-to-Back » (F2B) movement. While this concept is not entirely new, it has historically been dominated by a single provider for over a decade. The primary driving force behind this evolution is the realization among Asset Managers that their legacy fee structures
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Video Interview with Brian Buzzelli: Data Architecture
https://www.youtube.com/watch?v=gyPXqSsW1Ec Meradia’s Director, Head of Data Practice, Brian Buzzelli, sits down for a video interview on key topics in his latest thought leadership paper, « Data Architecture Evolution: Imperative or Extinction? ». Brian will moderate a panel session at A-Team Group’s Data Management Summit on a similar topic in September. Watch to learn answers to questions like:
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Navigating Consolidation and Technological Integration in Financial Services
In the ever-evolving landscape of financial services, the industry is increasingly adopting the approach of acquisitions and advanced technological integration. These trends, driven by a multitude of factors, have profound implications for the industry by altering the strategies and resources required for success in the market. Factors to Consider During Consolidation in Financial Services MARKET
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Enhancing Efficiency in Corporate Actions for OTC Derivatives
INTRODUCTION Every time a portfolio manager says, “What do you mean I can’t do that?” a new derivative type is born. I’m half kidding, there are undoubtedly robust regulations to attempt to limit irresponsible decisions from having an outsized impact on the market, but when red tape or cost gets in the way of something
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Data Architecture Evolution: Imperative…or Extinction?
As regulatory pressures continue to increase, customer expectations evolve, and competition intensifies, financial institutions are under increasing pressure to innovate and transform their operations. At the heart of this transformation is data architecture – the foundation upon which financial institutions build their businesses. Industry Challenges and Opportunities Traditional financial data architectures, built around on-premises data
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