George Findlay, a GIPS compliance overseer at State Street Investment Management, is looking forward to talking to many people about the GIPS standards and implementations at PMCR 2026.
FinTech Ops
‘Providing New Insight Is the Most Rewarding’
More than anything else, Stephen Simmons at H.I.G. Capital says he is looking for previously unavailable insights.
Client Reporting
‘A.I. Is About Operating as One Team’
Organizations that are exploring A.I. are moving beyond experimentation, getting creative, and even having fun with it, says Nadine Kawkabani at MFS Investment Management.
Client Reporting
‘Step Into Problems That Are Not Yours’
Shankar Venkatraman at American Century Investments says that acting outside the box will yield unexpected, positive results.
Automation
‘Be Comfortable with Being Uncomfortable’
Jon Gaspar, a managing director at SLC Management, shares the best piece of advice he ever got and other insights about his career in performance measurement and attribution.
Automation
‘Don’t Be Afraid to Automate Yourself Out of a Job’
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.
Automation
Are Manual Recs Making You a Dinosaur in the Digital Age?
The demands of next generation crypto accounting can’t be met with twine, Excel, and duct tape.
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.
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.
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
