Financial software solutions provider Finastra has added functionality to its investment management system, Fusion Invest, that is intended to help annuity carriers coordinate front, middle, and back-office functions, officials say. The upgrade includes enhancements to trade decisioning, hedging and risk monitoring, collateral management, operations, and hedge accounting. The updated system includes “the automation of dynamic… Read More >>
Breaking Down Silos: How SS&C Advent’s Genesis Redefines Investment Ops
(Investment managers are under pressure like never before. Rising client expectations, tighter regulations, and a flood of new data are straining traditional operating models. Too often, firms are left with fragmented systems, manual workarounds, and escalating costs that slow growth and limit agility. We spoke with Boris Bykhovsky, managing director of investment management solutions at… Read More >>
E.U.’s Sec Lending Sector Braces for T+1
The securities lending market in Europe is looking to the U.K. for guidance as both prepare for the shift to a T+1 settlement cycle on Oct. 11, 2027 — a move complicated by a long-running spat between borrowers and lenders over recall cut-off times. Representatives from the U.K.’s securities lending committee, under the auspices of… Read More >>
Amber Premium Platform Enables Real-World Tokenization
A provider of institutional crypto financial services and solutions, Amber International Holding Ltd., aka Amber Premium, unveiled its Real World Asset (RWA) Solution — a turnkey platform that facilitates the tokenization of real-world asset classes, officials say. The offering has been designed to bring traditional assets into the blockchain/distributed ledger technology (DLT) environment and features… Read More >>
Rivvit Targets Data Lineage via Data Catalog Module
A data management and reporting software company, Rivvit, has released a data catalog module — a tool that provides data lineage documentation and transparency into how data flows through enterprise systems. The module was designed specifically for investment managers and financial institutions and is now available to all Rivvit clients, officials say. The module is… Read More >>
Firms Are Finding the KPI to Validate the A.I.-Recs Union
Reconciliation and exception management processes are converging with automation and artificial intelligence (A.I.) technologies, and the union could be much more than an upgrade from manual processes. If managed correctly, it could be a quantum leap forward, resulting in Ops reborn as a forward-looking trend tracking system for the front office. Yet adoption faces significant… Read More >>
Morningstar Affiliate Renews Mandate with Northern Trust
Custodian Northern Trust will continue its asset servicing relationship with Morningstar Investment Management, and is supporting nine, multi-managed registered mutual funds with approximately $5 billion in assets under management (AUM), officials say. “This mandate recognizes the outstanding client service, data customization, and ongoing development we provide to support new regulatory changes and filings required of… Read More >>
FIS Takes On Recs & Investor Services Ops
Financial technology solutions provider FIS is forging ahead with two offerings that represent attempts to streamline key aspects of capital markets operations — reconciliation and investor services. FIS recently launched a managed solution, the Optimized Reconciliation Service (ORS), intended to automate all of the steps of a reconciliation process and facilitate new efficiencies and fewer… Read More >>
CFTC Bolsters Market Oversight via Nasdaq Platform
The Commodity Futures Trading Commission (CFTC) is deploying a suite of surveillance technology services from exchanges and technology provider Nasdaq to improve the regulator’s market surveillance and fraud detection capabilities, officials say. The Nasdaq Market Surveillance platform will enable integrated monitoring across CFTC markets and will facilitate surveillance capabilities to maintain the integrity of derivative… Read More >>
Time to Investigate A.I.-based Synthetic Data?
The phenomenon of “synthetic data” — which is data that once artificially generated replicates the statistical properties of real data — is a potential new tool on the horizon for investment management operations because it can be used to improve model training, portfolio optimization, stress testing, and risk analysis, according to James Tait, an affiliate… Read More >>
