Dan Whitley at Lord, Abbett & Co. says he prefers to work with people who have the ingenuity to tackle problems, learn from them, and then take on bigger challenges.
Client Reporting
Help Us Build PMCR 2026: We Want Your Input
Building on the success of PMCR 2025, we’re expanding next year’s performance measurement and client reporting event, taking place February 24-26, 2026, in New York City. We’re working with this year’s Board of Advisors — including Alex Shafran (Cohen & Steers), Ambika D’Souza (Cambridge Associates), Christine Iannacone (Prudential Financial), Janice Kitzman (Cascade Compliance), and Pamela
Automation
Start Your A.I. Journey with Modest, Explainable Wins
It’s time to consider a framework where firms start small, explain results, and scale gradually.
FinTech Ops
A.I. Adoption in Client Reporting & Performance Measurement: Strategy, Training & Investment Challenges
Vinod Jain, a strategic advisor for Datos Insights, explores the strategy, training, and investment challenges of A.I. for performance and client teams.
FinTech Ops
Financial Service Firms Can’t Afford to Risk Sanctions Violations
Sanctions violations are increasingly risky for financial firms, given regulators' strict policies and the high costs of non-compliance. Firms must implement proactive measures, including robust screening, updated compliance frameworks, and thorough staff training, to avoid potential penalties. With global sanctions expanding, a lapse could lead to financial and reputational damage, making compliance an essential investment.
FinTech Ops
Asset Managers Can Get to ‘Total Portfolio Management’
Asset Managers have long wanted a holistic, real-time view of all assets, public and private, at their fingertips. However, it’s all too common to think of data as a cost. We see it entirely differently: you need the right data, to have the right conversations.
FinTech Ops
FX Settlement and T+1: Are You Ready?
In May 2024, securities settlement in the United States, Canada, and Mexico will move from two days to one (T+2 to T+1). While the move will, in theory, reduce counterparty and market risk and lower margin requirements, it will have a significant knock-on effect on the global foreign exchange markets (FX). Jason Vitale, global head
Automation
T+1: What Now?
T+1 has clearly arrived in the West, although the views on how this has impacted day-to-day processing will extend globally.
Whether industry firms have taken a tactical or strategic technological approach to covering this market change, the role of technology and the importance of having a highly modernized solution have never been greater.
So, how is technology playing a role – and what are the most important areas that we have seen come through in the transition to T+1 for market participants.
Standards
The Next Big Thing in Collateral Management: Digital Assets
The date was April 12, 2011, and U.S. banking regulators published the first draft of proposed rules governing margin requirements applicable to uncleared swaps. The Dodd-Frank Act, which passed a few years earlier, empowered these regulators with the task of creating and adopting these rules for the U.S. uncleared derivatives industry. Other global regulators would
Back-Office
Natural Language Generation: Sailing Through Your Data Lakes
While most might not admit it, many wealth managers are drowning in their data lakes. Whether structured or unstructured data, performance, or regulatory information, corporate or client documents, it is easy for firms with a large number of accounts to feel like they can’t get their head above water to make the best decisions for
