Global Custodian spoke to Cristina Grigore, Director, Derivatives Data & Valuations Services and Hiroshi Tanase, Executive Director, IHS Markit about the calculation challenges for UMR compliance.

Fund administration as a business includes a broad range of services at different stages of automation. To sustain a scalable fund administration business in today’s market environment, service providers will need to harness new technologies to upgrade the client experience, if they have not already done so. 

According to a recent survey conducted jointly by Citi and Global Custodian, the financial services industry recognises the potential of digital assets to capture a significant portion of trading activity over the next few years, though many individual firms have yet to refine their own strategies for engagement.

BNY Mellon has combined new technologies, partnerships and a philosophy that data has become the world’s most important asset class, according to Steve Taylor, head of BNY Mellon Data Vault, who explains the custodian’s approach.

How are providers of established securities services getting to grips with the opportunities that new technologies provide?

In the face of potentially mounting costs stemming from Europe’s Settlement Discipline Regime, asset managers are being encouraged to turn to post-trade tools to test and streamline their securities settlement workflows.

Private capital fund CFOs have not traditionally seen their role as client-facing. But with data
demands on the rise, how are these CFOs getting to grips with new requirements?

In a recent webinar held by Global Custodian and CLS, a panel of asset management and custody experts discussed current FX settlement risk mitigation practices and how buy-side firms can gain increased efficiencies through CLSSettlement.

As financial services firms assess how they will transform their operations, Roy Saadon, CEO of AccessFintech, outlines how its Synergy Network is driving data collaboration, workflow optimisation and technology distribution.

The complexity of distribution waterfalls can often deter Limited Partners (LPs) from engaging in the calculation process, but as Delphine Jones, solutions consultant executive at PEF Services LLC explains, understanding the methods and arming yourself with a bit of knowledge can be a valuable thing.