Brian Bollen outlines the rulings behind Phase 6 of the UMR. Who in the industry is well prepared ahead of the September implementation date, and who is still lagging dangerously behind?
Brian Bollen analyses current market access to Asia and the continent’s approach to ESG reporting, as well as the wider effects of shortening settlement cycles for a number of its territories
How can transfer agents overcome the complex challenges they face and grow their business? The vendor community’s typical response is to roll out more new technology, but that is only part of the answer, outlines Deep Pool’s chief revenue officer, Roger Woolman
Brian Bollen looks at the current state of reference data for asset servicers, the problems presented by legacy systems, and the opportunities offered by the growing popularity of cloud services
As more markets — namely the US, Canada and India — look to shorten their trade settlement cycles from a T+2 model to T+1, Aneet Shah, managing director and head of custody product and network management at RBC Investor & Treasury Services, shares his insights on how market participants can manage the transition
Brian Bollen asks when we will see AIFMD II and the industry’s opinion on the latest European Commission legislative proposals surrounding the directive, first introduced in 2014
Industry experts share their early assessment of the CSDR settlement failure penalties regime and how it has affected the industry since its implementation in February
Goal Group’s Vicky Dean addresses the importance of automation versus human interaction, and explores ways in which the industry can continue to evolve while ensuring client service remains the key focus
Brian Bollen asks if the SRD II directive has been worth all the inconvenience and investment expense imposed upon the investment management and investment services industry in the interests of improving the overall investment experience
Gary Wright, James Maxfield and Alastair Rutherford of ISITC Europe CIC talk to Jenna Lomax about the association’s upcoming post-trade survey — and what it aims to outline — as the industry continues to feel the advantages and pressures of global settlement compression times