• 122

    THE BUSINESS CAPABILITY MAP: a critical yet often misunderstood concept when moving from program strategy to implementation

    The use of business capabilities for planning and analysis has been on the rise in recent years, yet the value they provide is not fully understood. For most critical initiatives at large firms, the transition from vision to strategy to implementation is a multiyear program involving numerous stakeholders. During the early inception phases—amidst aggressive timelines, pressure to produce estimates, budget constraints and other challenges—project teams tend to jump into execution without truly comprehending the overarching business strategy. It is difficult to visualize end-to-end risk and business value without a business capability map. In this article, Shiva Nadarajah and Atul Sapkal [...]

    Read More

    Leave a Comment

  • 111

    CLOUD-BASED SOLUTIONS: why the time is right for asset managers to consider adoption

    Faced with a slew of new industry, client and technology pressures, today’s asset management landscape looks quite different than it did just 10 years ago. In this article, Manish Moorjani discusses the evolution of the asset manager’s ecosystem, looks at the technology solution transformation with the advent of cloud computing and details the decision criteria CIOs can use to determine whether cloud solutions fit into their future plans and strategies. Over the past decade, the asset management business has been impacted by several factors, including the popularity of exchange-traded funds (ETFs) as investment vehicles; new regulations; the rise of automated [...]

    Read More

    Leave a Comment

  • 100

    FINTECHS–OPPORTUNITY OR THREAT?: a pragmatic approach for organizations to assess the value of financial technology initiatives

    In the last six years, a proliferation of new financial services technology or “FinTech” ventures, eager to capitalize on shifting market needs and preferences, have emerged. Rather than sit back and watch these new models eliminate them, financial services organizations need to address these innovative initiatives as opportunities rather than threats. In this article, Sean O’Donnell reviews the drivers of the FinTech evolution, where and how they are transforming financial services, and approaches for businesses to adopt (rather than run from) these new offerings. While the mainstay of the financial services industry was busy dealing with the global financial crisis [...]

    Read More

    Leave a Comment

  • 89

    HOUSING BUBBLE 2.0: ready for another housing market crash?

    A study of the current housing finance market reveals the multidimensional reaction to events from the last decade is still in play throughout the global financial system. New regulation and regulatory bodies, wholesale legislative changes, the formation and adoption of new risk-management frameworks, reduced securitizations by private-label banks and increased scrutiny by the press are just a few of the factors contrasting today’s mortgage market with the pre-crisis era. But are mortgage markets truly more stable now than they were before 2008? In this article, Hans Godfrey and Adi Ghosh discuss how the government and regulators, as well as the [...]

    Read More

    Leave a Comment

  • 73

    DERIVATIVES GOVERNANCE: enabling product innovation for asset managers

    Derivatives are becoming a valuable tool for asset managers to boost product innovation and deliver outperformance in a risk-controlled manner. But current, reactive governance structures are creating a long lead time for assessing and approving a new derivative instrument. Geoff Cole and Jackie Colella explain how strengthening governance, approval and operational due diligence can help investment managers reduce time to market and more quickly respond to portfolio managers’ needs. Typically considered an instrument reserved for hedge funds and complex investment strategies, derivatives are becoming far more common within investment portfolios and are increasingly desired by portfolio managers for exposure and [...]

    Read More

    Leave a Comment

  • 57

    OTC DERIVATIVES: the data management challenge, risks and opportunities

    Even as regulators struggle to harmonize significant inconsistency in rules across jurisdictions, they are now shifting from rulemaking to enforcement. To avoid the risk of noncompliance, trading firms are beginning to invest in data management as a discipline within their organizations. As internal architectures are reshaped, costs will likely increase in the short term. However, the return on investment is potentially exponential. In this article, Paul Gibson and Matthew Rodgers discuss how poor data management practices and a fundamental lack of standardization still pose a risk in the over-the-counter (OTC) derivatives markets. But as businesses work toward providing regulators with [...]

    Read More

    Leave a Comment

  • 44

    DYNAMICS OF DISRUPTION: an ‘Uber’ approach to compliance reporting

    With MiFID II requirements looming, firms face the need to build the new capabilities necessary to meet complex mandates for trade and transaction reporting. Or do they? As Uber and Airbnb continue reshaping the transportation and hospitality industries, a growing number of firms are adopting a similarly disruptive approach to trade and transaction reporting— positioning themselves for greater cost efficiency, reduced risk and more time to invest in meeting customers’ expectations. In this article, Cian Ó Braonáin and Randall Orbon explore why it is no longer a matter of if—but rather when and how—firms will exit the “business” of trade [...]

    Read More

    Leave a Comment

  • ...2345678...