The world of Outsourced Chief Investment Officers (OCIOs) is about to change as the CFA Institute‘s path to OCIO portfolio compliance with the principles of the Global Investment Performance Standards (GIPS) takes effect Dec. 31 of this year. This is good news for asset owners who reach out to OCIO providers and want the GIPS… Read More >>
Can Blockchain Analytics Mitigate Risk & Underpin Compliance?
The New York State Department of Financial Services (NYDFS) is showing new concern about “firms dipping their toes into crypto activities” and, through a new guidance, is urging banks (and other types of firms) to embrace blockchain analytics tools as a way to mitigate risk and achieve regulatory compliance. A guidance “is not intended to… Read More >>
Clearwater Analytics Updates Offerings for Alternative Assets
Investment management technology provider Clearwater Analytics (CWAN) has made “significant enhancements to its Alternative Assets Solution,” using agentic artificial intelligence technologies that will help clients manage the scalability and compliance challenges of the $2.5 trillion private credit market. Officials made the announcement at CWAN’s annual user conference, Connect ’25, held Sept. 15-17 in Boise, Idaho… Read More >>
Key Firms Want Self-Clearing for Derivatives
Hedge funds and proprietary trading firms that participate in derivatives markets are embracing new ways of self-clearing and taking greater control of their margining because they have achieved “huge financial firepower, influence, and resources,” and need to fill a vacancy caused by capital-constrained, heavily regulated banks and other sell-side firms. This is according to a… Read More >>
LSEG Embraces Private Funds via ‘Digital Markets Infrastructure’
The London Stock Exchange Group (LSEG) has launched a blockchain-based Digital Markets Infrastructure (DMI) platform for private funds, supported by Microsoft Azure cloud computing services, according to officials. The system has already facilitated its first transaction. The blockchain-based system will encompass “the full asset lifecycle — from issuance, tokenization and distribution to post-trade asset settlement… Read More >>
TS Imagine Launches Securities Lending Platform
TS Imagine, a trading, portfolio, and risk management solutions provider, is launching LoanSmart, a Software as a Service (SaaS) offering that’s a “front-to-back, multi-asset solution for stock loan, repo, and collateral management for the buy- and sell-side,” officials say. “LoanSmart allows users to operate securities-backed lending and repo businesses while automating key securities lending processes… 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 >>
Ops Teams Work Smarter via Clear Data & Insights
(Reconciliation and exception management, net asset value oversight, compliance checks, fee billing, and settlement all rely on data that has been properly captured, validated, and distributed — sometimes from thousands of sources. In an FTF News Q&A, Jenn McMackin, global director, data and managed services at Gresham, takes on these issues and discusses the provider’s… 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 >>
Private Markets Expose the Recs Limits of Spreadsheets
(Investments in complex assets other than traditional equities and bonds, such as private markets, are growing. But to leverage those opportunities will require firms to move away from the limitations of Microsoft Excel-based spreadsheets and the rising costs of operationally rigid, legacy systems, says Sarva Srinivasan, global head of strategy and managing director in the… Read More >>
