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Investment Technology

A tale of investment data platforms, missing functionality and project risk

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.

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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)
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Mike
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.

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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.

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Becca