Financial Technologies Forum, LLC

30/03/2024

In his follow-up piece on T+1, Gary Wright from ISITC Europe, voices his concerns that the T+1 deadlines coming in May could be extremely attractive to cyber terrorists:

Gary Wright One of the biggest problems with T+1 or real-time processing is the capability or resilience of the capital markets to continue to keep the

30/03/2024

T+1 unease persists in the securities-lending industry driven by concerns over heightened information leakage risks & the necessity for substantial IT infrastructure upgrades:

Unease persists in the securities-lending industry as the transition to T+1 continues, driven by concerns over heightened information leakage risks and the

27/03/2024

Will robots ask for bonuses? Ops teams' bonuses have likely shrunk compared to last year. What is more disturbing is that A.I. systems could take Ops jobs. Check out my blog at:

Grygo is the chief content officer for FTF & FTF News. Many Wall Street participants, including middle- and back-office teams, are getting ready to

17/03/2024

Time for the silos to go away? Disclosure & compliance tasks for performance and client reporting teams could ease as silos disappear:

Rab Govil (As performance and client reporting teams — and other internal groups — gear up to comply with the SEC Marketing Rule, Form ADV, and Reg BI, they

15/03/2024

The financial services sector was the top target for distributed denial-of-service (DDoS) attacks last year, and attacks on this sector jumped 154 percent:

The financial services sector was the top target for distributed denial-of-service (DDoS) attacks last year, and attacks on this sector jumped 154 percent,

15/03/2024

Is your firm taking the lead? The securities industry faces a growing digital divide as firms taking a leadership role in IT modernization are outpacing firms that do not:

German Soto Sanchez The securities industry is facing a growing digital divide as securities firms taking a leadership role are outpacing firms that are not,

05/03/2024

SIX is partnering with Clearstream to become the reference data processor for the instruments supported by the D7 digital post-trade platform from Deutsche Börse:

SIX, a Swiss financial markets data provider and exchanges company, is partnering with Clearstream to become the reference data processor for the instruments

05/03/2024

Late last year, Citi, Wellington Management, WisdomTree & DTCC officials applied tokenization to private funds & tested the capabilities of blockchains:

Late last year, Citi, Wellington Management, WisdomTree, and DTCC officials conducted a proof of concept (POC) experiment to explore how tokenization could be

28/02/2024

⏰ This. Is. It. ⏰ Your last chance to attend the best conference for Performance Measurement & Client Reporting TOMORROW in NYC!

It’s your chance to:
🤝 Network with leading industry professionals
🔍 Discover new solutions and technologies
🎯 Earn up to 7.5 CPE credits

Don't wait any longer! Register now: https://pages.ftfnews.com/event-registration-0

26/02/2024

Thank you to all of our incredible sponsors! 🎉 We couldn't do it without you!

Check them out and give them a follow:
❇️ Inalytics
❇️ First Rate
❇️ FactSet
❇️ FundGuard
❇️ HUB
❇️ Naehas

Learn more about our sponsors here: https://pages.ftfnews.com/event-sponser-page-0

26/02/2024

Clearwater Analytics says its latest offering is addressing the needs of investors who need access to “essential data for mortgage loan investments.”:

Clearwater Analytics says its latest offering is addressing the needs of investors who need access to “essential data for mortgage loan investments.” The

26/02/2024

Hudson Bay Capital Management has tapped SS&C GlobeOp to be its fund administrator, which is in addition to the multi-strategy investment firm’s usage of trade operations and investor support solutions from SS&C Technologies:

Hudson Bay Capital Management has tapped SS&C GlobeOp to be its fund administrator, which is in addition to the multi-strategy investment firm’s usage of

23/02/2024

Firms need to find new ways to keep their current staff members engaged and committed to their posts for the long haul.

Don't miss out on hearing from Christina Iannacone, Investment Senior Vice President, Head of Investment Performance Reporting and Analysis at Prudential Financial. As one of our esteemed panelists for our first session of the day: Building & Nurturing the Performance Team, this panel will explore strategies to attract people with new sets of expertise, and to nurture current staff to stay and move forward with the firm.

Check out the full lineup here: https://pages.ftfnews.com/our-speakers-0

21/02/2024

🔦 Sponsor Spotlight

Meet FundGuard

FundGuard is transforming legacy operating models with a front to back, AI-powered, cloud native and multi-asset class investment accounting platform for asset managers, asset owners, custodian banks and fund administrators. Discover their all-in-one, multi-book solution for CNAV, ABOR and IBOR.

Learn more about FundGuard here: https://www.fundguard.com/

Interested in sponsoring? https://pages.ftfnews.com/become-a-sponsor-0

20/02/2024

Thinking about sponsoring the best conference for Performance Measurement & Client Reporting next week in NYC? It's not too late!

Get in front of asset owners, institutional investors, wealth management firms, industry leaders — along with many others — for a day of invaluable learning and networking.

Learn more here and reach out to us with any questions: https://pages.ftfnews.com/ftf-event-homepage-performance-measurement-client-reporting

16/02/2024

🔦 Sponsor Spotlight

Meet HUB

HUB is a leading fintech company specializing in providing innovative solutions for the investment management industry. The HUB platform is cloud native and offers seamless connectivity between data and trading to optimise the investment industry’s operations technology, enabling data streaming, artificial intelligence and automation. The products are delivered using a flexible, modular approach that lowers entry costs and enables quick delivery of innovative solutions. HUB is dedicated to transforming the investment management industry.

Learn more about Hub here: https://www.hub.com/

Interested in sponsoring? https://pages.ftfnews.com/become-a-sponsor-0

15/02/2024

Join us for an unforgettable FTF event in the heart of the city on Thursday, then experience the best of NYC on the weekend to top it off! 🌆✨ https://pages.ftfnews.com/event-registration-0

Immerse yourself in art at The Museum of Modern Art, marvel at the iconic Chrysler Building, and embrace the energy of Rockefeller Center.

14/02/2024

🔦 Sponsor Spotlight

Meet Naehas

6 of the 10 top financial services companies, as well as innovative companies, such as Pathward and First National Bank of Omaha, trust Naehas to grow revenue, dramatically accelerate time to market, and improve productivity while reducing compliance and operational risk.

Learn more about Naehas here: https://www.naehas.com/

Interested in sponsoring? https://pages.ftfnews.com/become-a-sponsor-0

13/02/2024

Get to know your chairperson Ambika D'Souza CSPO, CIPM, former VP of T. Rowe Price, in our latest blog. Guess how many continents she's traveled to and what she's looking forward to the most at this year's conference!

https://blog.ftfnews.com/performance-measurement-client-reporting-content/data-governance-to-the-rescue-0-0

12/02/2024

Mitsubishi UFJ Financial Group (MUFG) quietly announced what could turn out to be a major wave in the global asset management industry:

Grygo is the chief content officer for FTF & FTF News. Mitsubishi UFJ Financial Group (MUFG) quietly announced what could turn out to be a major wave in

09/02/2024

Let the words of our past attendees speak for themselves! 🌟

Hear firsthand experiences and testimonials that capture the essence of our FTF events. Join the community of those who have already had an incredible time and be part of the excitement: https://pages.ftfnews.com/event-registration-0. Your unforgettable FTF experience awaits! 🎉

08/02/2024

In the latest issue of FTF Focus, we dive into how digital assets are redefining custody. We also cover custody for crypto-based ETPs & ETFs & chat with the founder of Prometheum:

Digital assets are rapidly becoming a part of the landscape for global securities markets and are disrupting established operations such as custody and prime

07/02/2024

🔦 Sponsor Spotlight

Meet FactSet

Delivering superior analytics, service, content, and technology to help more than 85,000 users see and seize opportunity sooner. The team at FactSet is committed to giving investment professionals the edge to outperform, with fresh perspectives, informed insights, and the industry-leading support of dedicated specialists.

Learn more about FactSet here: https://www.factset.com/

Interested in sponsoring? https://pages.ftfnews.com/become-a-sponsor-0

06/02/2024

With T+1 looming, firms are worried they won't meet CLS netting deadlines for FX:

Gary Gensler, chair of the U.S. Securities and Exchange Commission (SEC) descended upon a European Commission workshop on T+1 settlement last week to urge

05/02/2024

ICYMI: We’re excited to offer 7.5 CPE credits at Performance Measurement & Client Reporting — the premiere event hosted by the Financial Technologies Forum (FTF) — on February 29, 2024, in New York City.

It’s your chance to earn valuable credit on topics that include:
💡 Building & nurturing performance & client teams
💡 Optimizing support for multi-asset strategies
💡 Quantifying the performance of portfolio managers
💡 Overhauling external reporting and data governance

You can register here: https://pages.ftfnews.com/event-registration-0

02/02/2024

🎉 Did you know that we get an extra day this year? 🗓️✨ That's right -- it's a leap year! Don't let it slip away and seize your extra day!

Join us on February 29 at the conference for Performance Measurement & Client Reporting in New York City! We'll dive into a comprehensive set of issues, concerns, and trends to help you find clarity and insights you can apply to current situations plus it will be truly unforgettable!

Save your spot here: https://pages.ftfnews.com/event-registration-0

31/01/2024

While is getting a lot of attention, there are many other IT management issues that need to be addressed.

Join us for an unforgettable panel discussion on February 29th that will focus on how firms can identify their needs and sharpen their vendor selection skills.

Moderated by Jon Gaspar, experts: Mike Beck, Kamelia Dari and Shankar Venkatraman will answer important questions like:

✅ How important is it for firms to have an enterprise-wide group focused on IT architecture, which includes performance measurement/client reporting support and data governance?
✅ What should performance and client teams include in their vendor selection and management policies?
✅ When does it make sense to part with a provider?
✅ What is the best way for performance and client teams to advocate for enterprise-wide systems that will serve them and other internal groups?
✅ When does it make sense for performance and client teams have their own IT managers?

Grab your ticket today! https://pages.ftfnews.com/event-registration-0

29/01/2024

Only 1 month until Performance Measurement & Client Reporting in NYC! Have you registered yet?

What are you waiting for? Grab your ticket now! https://pages.ftfnews.com/event-registration-0

26/01/2024

Firms are embracing data governance frameworks to help them manage the high volumes and the wide variety of data.

Hear directly from Ambika D'Souza, former VP of T. Rowe Price, on how the optimal data governance will lead to improvements in investment data management, performance measurement and attribution, and post-trade compliance February 29th in New York City.

Check out the full agenda and register today: https://pages.ftfnews.com/download-agenda-0

24/01/2024

🔦 Sponsor Spotlight

Meet First Rate

A global leader in with more than 30 years of experience, First Rate provides innovative technology solutions to the industry.

Learn more about First Rate here: https://firstrate.com/

Interested in sponsoring? https://pages.ftfnews.com/become-a-sponsor-0