THOUGHT LEADERSHIP

You don’t have to be small to be nimble

Dan McNamara, chief strategy officer (CSO) at MUFG Investor Services, believes there is a misconception about larger fund administrators lacking in agility when it comes to technology and innovation. Here, he explains the bank’s ethos in servicing its clients through a broad range of offerings as MUFG Investor Services continues to invest and expand.

Back to the future

Aaron Steinberg has been with BNY Mellon’s Pershing’s prime services business for 14 years. He is responsible for the sales and relationship management team within the prime brokerage business as well as capital introductions. Here he discusses recent trends in prime brokerage from the perspective of both clients and service providers.

Rebuilding confidence

As the industry recovers from the collapse of family office Archegos Capital Management, both prime brokers and hedge funds will have to rebuild confidence in their resiliency and practices, according to Cowen’s global co-heads of prime brokerage and outsourced trading, Mike Rosen and Jack Seibald.

Future formation – exploring the options

Wells Fargo’s Equity Finance team has been hearing from its hedge fund relationships about their plans to return to the office while also helping them to re-engage with strategic projects in whatever hybrid work model emerges. Jud Howson, Managing Director and head of the Business Consulting Group at Wells Fargo, expands on what clients are telling them.

How the back-office is helping managers transform their fundraising potential

Following the outset of the pandemic, private equity fundraising competition has reached a new level, thrusting the back-office into a pivotal role. Anne Anquillare, head of US fund services at PEF Services, a CSC company, discusses what GPs are doing to meet evolving investor expectations, the importance of changing minds and outlines a roadmap to back-office readiness.

More proactive approach must be the way forward

Mark Crathern, Head of NatWest Trustee and Depositary Services at RBS International, explains why a more proactive approach in the industry will bring greater benefits for both regulation and the investor.

Preparing for UMR – a calculated risk?

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.

Where should fund administrators be investing? 

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. 

Digital assets move mainstream

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.

The world’s most important asset

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.