Blog

Subscribe to our blog and insights.

Sign up to receive our top content on data strategy for the investment world in your inbox once a month
 
 
ESG - Windmills - Image
Investment Technology

Five tips for automating ESG in the investment process

The rapid growth of sustainable and impact investing is accelerating and the buy-side is making a concerted effort to respond to the needs of their clients. Early in 2020 Deloitte asserted “ESG-mandated assets in the United States could grow almost three times as fast as non-ESG-mandated assets to comprise half of all professionally managed investments by 2025.” In addition, a September 2020 survey conducted by JPMorgan Asset Management asking investors about their ETF usage found 72% of respondents predicted there will be "strong growth" in ESG ETFs while 52% said thematic ETFs.

Picture of Joel
Joel
Landscape_sunset
Engineering

Learning Rust in Lockdown

The COVID19 lockdown has been a pretty challenging time for everyone. Staying sane without the social interactions we normally have can be difficult. I took the time to learn a new programming language. This served several purposes.

Picture of Paul
Paul
Investment Technology

FINBOURNE interviews Michelle Calcutt and Andrew Morrison, Aviva Investors

In this interview, Gus Sekhon, our head of product, sits down with Aviva Investors’ Michelle Calcutt and Andrew Morrison to talk all things customer experience related. Michelle heads up the client experience team at Aviva Investors and is responsible for the end-to-end client journey, the interactions they have and how to improve this. Andrew is head of client experience enablement and is focused on delivering this change. Our discussion was inspired by a recent Aviva Investors whitepaper – The CX Factor.

Picture of Gus
Gus
Remote Working Desk Set Up
Careers

Hiring new joiners in lockdown: what we’ve learned

During the last three months, we’ve welcomed ten new joiners to FINBOURNE whilst operating remotely. Here’s what we’ve learned over the lockdown period about what is, even in normal times, such a vital and interpersonal experience to get right. We discuss how we help people to connect, maintain our culture, develop relationships and retain focus on our goals. We include feedback from line managers and new joiners, and what we’ve changed in our processes.

Picture of Rosie
Rosie
Omba_David Pierson
Investment Technology

FINBOURNE interviews David Pierson, Director, OMBA Advisory & Investments

In the first of our FINBOURNE interviews series, Dermot Shortt, FINBOURNE Chairman sits down with David Pierson, Director, OMBA Advisory & Investments. They discuss OMBA’s relentless focus on efficiency and automation in building a low fee scalable business which grew revenue by 670% last year, the industry challenges he sees around data quality, how OMBA is tackling the investment platform problem, and solving build versus buy.

Picture of Dermot
Dermot
Secure_computer_network
Engineering

Securing your network with WeaveNet

At FINBOURNE we run highly available Kubernetes clusters in multiple availability zones, with about twenty-five M5.2xLarge nodes per cluster. These nodes live within an Amazon Web Services Virtual Private Cloud (VPC) and although they are not physically linked, they can communicate. We use WeaveNet as our overlay network to secure our cluster traffic with encryption within a VPC. WeaveNet (Weave or commonly known as weave) gives us confidence that pod traffic is not being intercepted or manipulated between nodes; deploying WeaveNet as a Daemonset means that we can manage configuration in a single place. This configuration is deployed through our CICD systems from a central repository. We maintain the capability to update low-level components without triggering an outage by implementing an immutable infrastructure pattern.

Picture of Andrew N
Andrew N
Investment Technology

How an IBOR should give you better control of your data

Last week we held a webcast with The Trade where we did something we think is unusual: we defined an Investment Book of Record (IBOR). Not by what it is - that’s a fairly commonplace categorisation - but by what it does. Or rather, what it should do to be a relevant and productive tool in today’s landscape of systemic margin compression, increasingly exigent regulatory bodies and historic market dislocations.

Picture of Gus
Gus
Investment Technology

Do you still need an Order Management System?

Often seen as a reliable tool that sits on every trader’s desktop, the Order Management System (OMS) has been a core part of investment operations for years. Yet we regularly talk to buy-side firms who think about retiring their OMS and replacing it with an internally built database or another tool. In this piece we look at how the concept of the OMS became popular, what problems it sought to address, how today’s complex investment environment is testing the capabilities of the OMS and the alternative solutions available.

Dipan
Investment Technology

How to calculate your true net worth?

This blog post is the fourth in a series in which I integrate all of my personal financial accounts with LUSID - our open, API-first, developer friendly investment data platform - to get a comprehensive picture of my net worth. In this post I will demonstrate the benefit of having integrated financial data from four different sources including:

  1. A Monzo Current Account
  2. A Vanguard ISA account
  3. An AMEX Credit Card
  4. An Australian Pension Fund (*this blog post)
Picture of Mike
Mike
FinbourneTech_Cropped_BIG
News

The year that was: FINBOURNE 2019 year in review

As it comes to the end of the year, we’ve taken a few minutes to look back on on 2019 – what we’ve achieved and where to for Team FINBOURNE next year. None of this would be possible without the support of our awesome employees, clients, partners and investors. A huge thank you to everyone who has been involved, not just in 2019 but for the last three years – what a journey so far.

Picture of Tom
Tom
robot
Investment Technology

Does your legacy IT system support your fund’s machine learning strategy?

Last week the Bank of England (BoE) and Financial Conduct Authority (FCA) released the results of their Machine learning in UK financial services joint survey. The paper confirmed what most of us already know, which is that machine learning (ML) is being used increasingly in the investment management industry. But it also confirmed a lesser talked about fact - legacy systems and data limitations are major barriers to implementing an effective machine learning strategy. In this blog post, we explore how the right technology can help investment managers overcome these barriers.

Picture of Stephen L
Stephen L
Change blog
Investment Technology

Change is inevitable. Growth is optional

Increasingly diversified investment strategies, closure of mutual funds, the rise of passively managed funds and companies racing to consolidate. It’s easy to say the asset management industry is slow to change but when you look at it from the outside, it’s being pummelled by change in all directions.

Picture of Becca
Becca
Daria
Careers

What it’s like being a graduate developer at FINBOURNE

In the first of our series of posts looking at what life is like at FINBOURNE HQ - Daria Deluermoz, one of our first graduate hires - talks through her route to FINBOURNE, her first few months in the job and what a typical day looks like.

Picture of Daria
Daria
IBOR blog image
Investment Technology

Do you even need an Investment Book of Record?

We’re a data driven company, we rank topics for this blog series using a system of up-/down-voting across all of our teams. One topic that was consistently upvoted was this one: "What is the true value of your IBOR (Investment Book of Record)?" But is that the right question to be asking?

Picture of Steve Cheng
Steve Cheng
OPen Banking News n1
Asset Management

Three lessons the investment industry can learn from Open Banking

While retail banks have mostly been dragged kicking and screaming into the UK government-backed Open Banking initiative, the fund investment industry should treat it as an opportunity to remove unnecessary cost, connect more closely with their customers and build better services.

Let’s have a look at three distinct lessons we've learned from Open Banking that could be applied to the investment industry.

Picture of Tom H
Tom H
EDI-logo-Red_Blue (002)
Product

EDI first market data provider for LUSID customers

When you decide to implement any new investment management software you need to have access to sources of market data. Before you can even begin evaluating the technology’s core functionality,  you need to source, licence, load and operate market data feeds for security static data, prices and corporate actions. That’s a lot of work before you even start testing and reviewing.

Picture of Steve Cheng
Steve Cheng
LUSID_logo
Product

LUSID Early Access Program

We've been in stealth mode for a while busily building LUSID and now we're ready to release our Early Access Program (EAP). Here are all the questions you might have about LUSID and some (hopefully) helpful answers. If there’s anything we haven’t addressed, please get in touch and we’ll do our best to answer.

Picture of Tom
Tom
reconciliation blog
Product

Transforming the reconciliation game

This is the first in a series of posts looking at some of the questions we’re regularly asked about improving the investment data management process. Today we’re looking at reconciliations.

Picture of Mike
Mike
Weve moved blog
News

We've moved!

In April 2017, we were the first company to move into the Rise London fintech building. Our rapidly expanding team meant that we undertook three office moves within the building and after moving from the fifth to the third and finally to the first floor, gaining our own much used meeting room and enjoying all the facilities Rise offered, the time came for us to move on.

 

Picture of Becca
Becca
FINBOURNE-and-ThomsonReuters
Product

Thomson Reuters and FINBOURNE

We are delighted to announce a partnership with Thomson Reuters who will be using our cloud based advanced investment management platform, LUSID®, for its client and transaction data. Our 18 month anniversary has just passed, so what better way to celebrate than to partner with the world’s leading source of news and information for professional markets.

Picture of Tom
Tom
bitemporal data
Engineering

What is bitemporal data anyway?

Bitemporal data is a fundamental principle in our LUSID platform, yet the term is not very common amongst technologists nor business users. It can be a complex concept to describe, and I've been thinking of a simple example to help illustrate it…

Picture of Chris
Chris
LUSID launch blog post
Product

FINBOURNE Launches LUSID

FINBOURNE Technology launches LUSID™ a revolutionary replacement software system for the asset management industry.

Picture of FINBOURNE
FINBOURNE
Reg tech blog
Asset Management

RegTech: Barking Up the Wrong Tree

Huge amounts of money are being spent on bolt-on regulatory technology. Why don’t we embrace the capabilities of our digital infrastructure and allow the data required by regulation to be gathered as part of the core business process. I worry that a lot of the RegTech industry is just barking up the wrong tree.

Benedict
real time
Engineering

In Real-time, Every Time

In our last piece, we said we would talk more about “transactions” being the meta-solution to a swathe of investment industry challenges. We hope this post sheds some more light on what we have been working on and how it could make your life as an investment professional easier.

Picture of Tom
Tom
Real problems
Asset Management

Real Problems. Real Solutions.

A big part of our story at Finbourne is maintaining an open communications channel with our customers, our partners and the community in general. Over the course of a vast numbers of discussions, meetings and validation sessions, we’ve identified some common themes of interest and pain that I want to

Picture of Dermot
Dermot
FIN_flag
Asset Management

Time For a Change

During the first quarter of 2017, European asset managers enjoyed inflows of EUR210bn - the highest in 5 years. This is great news and points to a wider theme that governments around the world are shifting responsibility for savings and retirement to the private sector – all good for investment managers.

Picture of Dermot
Dermot
Rise london
News

RISE - New Offices!

Today we moved into our brand new office. We are proud to be the first tenants in the new Barclays RISE building in Shoreditch. Within hours of our arrival we started to feel the benefits of being part of a wider Fintech ecosystem... Seems RISE are happy too!

Benedict
Engineering

Authenticating S3 Proxy

using nginx and oauth2_proxy to deliver S3 based content (and azure blob store)

tl;dr

  • Making oauth2_proxy work with nginx, and redirecting the output was hard.
  • It is possible to have an oauth2 authenticated website that serves static content from Azure Blob Stores, or S3 buckets.

S3 static sites

AWS S3 buckets allows you to serve up static html as a website

Picture of Paul
Paul
azure
Engineering

Azure and our approach to naming things

Azure currently has some pretty interesting rules and restrictions around how things can be named. At times they seem arbitrary, but none-the-less, it’s what we have to work with.

What follows is a copy and paste from our internal wiki, explaining our strategy to naming in Azure. We’ve posted them

Picture of Paul
Paul
Identity providers
Engineering

Identity Providers

Identity Providers

Having spent the last 15 years cossetted in the big corporate world blissfully unaware of just how complex managing Identity and access control actually is, I can best describe my journey of the last month as enlightening. Emboldened by our mission and with the idea that we were

Picture of Tom
Tom

Sign up to our newsletter

Sign up to receive our top content on data strategy for the investment world in your inbox once a month