Investment Technology

De-risking operational change in capital markets

In this blog, we explore the common barriers to operational change and how firms can de-risk the process of innovation to become future-ready, with a SaaS-native Modern Financial Data Stack.

Stephen Collie
Stephen Collie10/11/22

FINBOURNE Five, Investment Technology

Delivering safer, better and faster data with the Modern Financial Data Stack

Welcome back to FINBOURNE Five, a series succinctly covering core data management approaches and concepts in five minutes or less. In this latest piece, we explore the makeup of FINBOURNE’s Modern Financial Data Stack (MFDS), its ability to de-risk operational change and importantly, how it can future-proof investment operations, to fuel growth.

Finbourne
Finbourne07/11/22

Investment Technology

Hedge Fund focus: Starting strong to scale and succeed

In this Q&A, Michael Cummins, portfolio management lead at FINBOURNE Technology, deconstructs some of the key findings from the recent AIMA Emerging Stronger industry report. The Q&A uncovers the vast opportunity that rising allocator interest brings, and the operational challenges that emerging hedge funds can tackle with SaaS technology to achieve scale and success.

Finbourne
Finbourne11/07/22

Investment Technology

An industry at an inflection point – part two

In part two of this commentary, and following our recent attendance at TSAM London, Stephen Collie, Head of Sales Engineering, FINBOURNE Technology explores the makeup of the modern data stack and how incremental innovation is critical in the transition to an interoperable future.

Stephen Collie
Stephen Collie28/06/22

Investment Technology

An industry at an inflection point – part one

In part one of this commentary, Stephen Collie, Head of Sales Engineering, FINBOURNE Technology, summarises the main challenges raised in the keynotes and panels at The Summit for Asset Management (TSAM) in London, and why speaking the same language is vital to creating operational resilience.

Stephen Collie
Stephen Collie21/06/22

Investment Technology

Making an impact in private markets, starts with the data

Private markets funds are leading the way in sustainability but with new regulatory measures, a changing investor profile and increasing due diligence, Matthew Luff explores how an interoperable approach to ESG data management can make all the difference, and form a vital tool in the private fund managers’ toolkit.

Finbourne
Finbourne25/04/22

Investment Technology

Biodiversity: The next hurdle in the ESG data marathon

Addressing ESG data at the root of investment management operations will be critical in the coming years. So, how do asset managers monitor and respond to climate change and biodiversity risks, and importantly show progress not only against targets, but in generating real change?

Thomas McHugh
Thomas McHugh12/04/22

Investment Technology

Striking ‘digital gold’: Hedge Funds and the lure of Cryptocurrencies

At nearly USD 3 trillion, digital assets such as cryptocurrencies are enjoying their hey-day as the new ‘digital gold’ and the hedge fund industry is no stranger to the asset class. FINBOURNE’s Michael Cummins and Tim Wong explore the allure of cryptocurrencies for systematic hedge funds and why achieving scale and diversification, through the use of SaaS technology is essential to striking gold.

Finbourne
Finbourne30/03/22

Investment Technology

Navigating unchartered waters: The regulatory tide turns for Hedge Funds

While hedge funds are currently enjoying a renaissance, the scale of global assets under management has not gone unnoticed and regulation is set to play a major role in the industry in 2022. The question is, how will this impact hedge funds across the globe and how will fund managers continue to secure capital allocations and respond to market opportunities, while sailing in unchartered waters?

Finbourne
Finbourne17/03/22

Investment Technology

Asset Management 2022 vs 2035: from surviving to thriving – Part Two

In part two of Asset Management 2022 vs 2035: from surviving to thriving, we fast forward to 2035 and look at how SaaS technology, fintech innovation, and a new on-demand era has changed the way asset managers operate in the future.

Chris Brook
Chris Brook09/02/22

Investment Technology

Asset Management 2022 vs 2035: from surviving to thriving

Read part one of our blog to understand how interoperability can build a bridge from the systems of the past, to an ecosystem of future innovation…

Thomas McHugh
Thomas McHugh31/01/22

Investment Technology

FINBOURNE Turns 5: CEO Open Letter to the Industry

As FINBOURNE turns 5, CEO and Co-Founder Thomas McHugh pens his thoughts on being a mission-driven company, as we move from start-up to scale-up. And why challenging the status quo, to solve diminished trust, transparency and timeliness of data, has a clear social impact across the investment ecosystem.

Thomas McHugh
Thomas McHugh13/12/21

Investment Technology

The ‘Great Resignation’: putting the squeeze on Hedge Fund operations

Amid the ‘Great Resignation’, many firms are increasingly under pressure to retain and attract talent, and future-proof operations. None more so than the hedge fund industry, where vast volumes of investment, market and reference data is submerging people and processes today. Thomas McHugh explores the impact of legacy software on hedge funds and why investing in the right technology will attract a more motivated workforce, boost productivity and protect business continuity.

Thomas McHugh
Thomas McHugh25/11/21

Investment Technology

Sustainable Finance: Delivering meaningful change requires operational change

Christopher Farrell, COO of FINBOURNE Technology, explores the current challenges buy-side firms face with ESG data, highlighting the need to establish a new standard for ESG data management to make sustainable finance a success.

Christopher Farrell
Christopher Farrell19/11/21

Investment Technology

Why data management is core to the success of Sustainable Finance

As COP26 draws to a close, it is clear that the urgency for change, together with investor demand for greater transparency and new reporting requirements will significantly shape the future of Sustainable Finance. But to create meaningful change, the industry must first overcome the ESG data challenges it faces today. FINBOURNE speaks to Sue McLean and Caitlin McErlane at Baker McKenzie, a leading global advisory and legal firm, to learn their perspectives around the critical roles of technology, data, and regulation. 

Finbourne
Finbourne17/11/21

Investment Technology

Data overload: The human cost of doing nothing

Thomas McHugh uncovers the human cost of inaction when it comes to data overload in the buyside. And why more than anything, firms need to move away from burnout and towards data empowerment. De-risking operational change and solving the limitations of legacy tech, is critical to breaking the status quo of inertia. The question is: can you really afford to live with the data overload, any longer?

Thomas McHugh
Thomas McHugh28/10/21

Investment Technology

Riding out the perfect data storm

In this latest article, Thomas McHugh explores the perfect storm that asset managers are heading into, as we move towards more heavily regulated markets and grapple with a failing investment process. And at the centre of it, is the inability to access, understand and control data.

Thomas McHugh
Thomas McHugh14/10/21

Investment Technology

The data struggle is real

While asset managers are not in the business of data management, there is no denying that data is central to investment management. Accessing and understanding data in the investment chain is crucial.

Thomas McHugh
Thomas McHugh13/09/21

Investment Technology

4 things to consider when shopping for an investment management system

The incoming Chief Data Officer (CDO) is transitioning into the organisation. His predecessor is “seeking exciting new opportunities outside the organisation”. On his way out after the handover week the outgoing CDO hands his replacement three numbered envelopes…

Gus Sekhon
Gus Sekhon10/08/21

Investment Technology

Capitalising on the power of data in asset management

FINBOURNE Technology, in collaboration with the Financial Times, also hosted a panel on capitalising on the power of data in asset management. Thomas McHugh, FINBOURNE Technology’s co-founder and CEO participated in the session alongside the Chief Data Officers of OFI Asset Management and UBS Asset Management. Watch the full session here. On investment data management… Continue reading Capitalising on the power of data in asset management

Christopher Goodreds
Christopher Goodreds28/05/21

Investment Technology

Understanding the resilience of ESG and impact investing in the face of COVID

Thomas McHugh, FINBOURNE Technology co-founder and CEO participated in a session on Understanding the resilience of ESG and impact investing in the face of COVID. He was joined by the CEO of HSBC Asset Management, the Global Head of sustainability at BNP Paribas, and the CEO of International Federated Hermes in a quality discussion. Watch… Continue reading Understanding the resilience of ESG and impact investing in the face of COVID

Christopher Goodreds
Christopher Goodreds27/05/21

Investment Technology

Panel Recap: Alternative Data for Traditional Managers

HFM hosted another great EU Tech Summit this Monday, 22nd of February covering popular and pressing topics with industry experts. FINBOURNE was excited to participate in the panel on Alternative Data for Traditional Managers.

Christopher Goodreds
Christopher Goodreds25/02/21

Investment Technology

Operating in illiquid markets: Consolidating disparate data sets to develop your investment insight

Earlier this week we held a webinar discussing illiquid markets. This blog highlights some of the themes that arose: the origins and nature of the liquidity challenges, the data solution to those challenges and how the right toolset will empower gathering, consolidating and incorporating the data solution not only to inform allocation strategies, but also… Continue reading Operating in illiquid markets: Consolidating disparate data sets to develop your investment insight

Gus Sekhon
Gus Sekhon23/11/20

Investment Technology

APIs for the investment industry: What does good look like?

In our last API blog post, we looked at how an API-first strategy reduces operational costs and enhances access to data. In this piece, we set out what a good quality API looks like and examine some of the ways in which the right API-first platform can transform how you access and manage your investment… Continue reading APIs for the investment industry: What does good look like?

Stephen LeMasney
Stephen LeMasney08/10/20

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… Continue reading Five tips for automating ESG in the investment process

Christopher Goodreds
Christopher Goodreds21/09/20

Investment Technology

How technology can give you the edge as you grow your fund

Last week, we participated in a webinar at HFM’s European Technology Forum. I spoke on a panel with Michael Fastert, COO and CLO at TIG Advisors, and Doron Gutstadt, CTO of Taconic Capital. Read on to get a snapshot on: How more people in the front office are now technologists themselves – how can you… Continue reading How technology can give you the edge as you grow your fund

Thomas McHugh
Thomas McHugh15/09/20

Investment Technology

FINBOURNE interviews TP ICAP’s Chris Dearie and Roland Anderson

This week, we sit down with Chris Dearie, Deputy CEO, and Roland Anderson, CTO of TP ICAP’s Data & Analytics business. In a wide-ranging chat, we discuss how TP ICAP is providing insights as well as data to buyside clients and the potential game-changing impact Google Cloud could have on the buyside.

Dermot Shortt
Dermot Shortt01/09/20

Investment Technology

The 2021 LIBOR transition: Mitigating risk with flexible architecture

In this piece we take a look at the challenges the transition could present to the buy-side, regulatory considerations and how flexible architecture could present a solution to mitigating some of these challenges.

Gus Sekhon
Gus Sekhon04/08/20

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.

Gus Sekhon
Gus Sekhon29/07/20

Investment Technology

How an API-first strategy for the investment industry reduces operational costs and opens up better access to data

Investment fund infrastructure has not typically been optimised for the rapid exchange of information, but rather for functionality around a narrow set of instruments, vendor services and third-party administrators.

Gus Sekhon
Gus Sekhon09/07/20

Investment Technology

FINBOURNE interviews Olivia Vinden, Head of Fintech and Innovation, Alpha FMC

In today’s interview, Dermot Shortt, FINBOURNE Chairman sits down with Olivia Vinden, Alpha FMC’s Head of Fintech and Innovation. We discuss automation, how buyside firms are using data analytics in distribution as well as their investment processes and why ecosystems are so important today.

Dermot Shortt
Dermot Shortt01/07/20

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.

Dermot Shortt
Dermot Shortt07/06/20

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.

Gus Sekhon
Gus Sekhon15/05/20

Investment Technology

The Mysterious Hanging Client & TCP Keep Alives

This blog looks at the solution we implemented to fix an issue with the Python SDK which was very difficult to pinpoint.

Michael McGarry
Michael McGarry07/05/20

Investment Technology

Do you still need an Order Management System?

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 Raja
Dipan Raja27/04/20

Investment Technology

Plotting the future of hedge fund technology

This week, I spoke on a panel at the HFM European Technology Summit about the future of hedge fund technology. Here are my thoughts following the panel.

Thomas McHugh
Thomas McHugh11/02/20

Investment Technology

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

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.

Stephen LeMasney
Stephen LeMasney23/10/19

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. How do you adapt to external change… Continue reading Change is inevitable. Growth is optional

Christopher Goodreds
Christopher Goodreds03/10/19

Investment Technology

Fund start-up pain and making mistakes for the long term

This post is the second in a series looking at investment data management topics that come up regularly in our work with fund managers. We’ve spoken with around 100 small hedge funds and asset managers specifically to learn about their experiences setting up platforms and operations, and growing the business. This post concerns the fund… Continue reading Fund start-up pain and making mistakes for the long term

Gus Sekhon
Gus Sekhon13/09/19

Investment Technology

Do you even need an Investment Book of Record?

The problems that an IBOR is trying to solve are well understood, but there are many shortcomings with the approach. The best analogy that we’ve come across came from a recent conversation with the CDO at a global investment firm. He compared implementing an IBOR with building a self-driving car. For a vehicle to be… Continue reading Do you even need an Investment Book of Record?

Gus Sekhon
Gus Sekhon05/09/19

Investment Technology

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.

Paul Saunders
Paul Saunders28/08/19

Investment Technology

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.

Thomas McHugh
Thomas McHugh16/07/19

Investment Technology

Does the investment industry need a fitness app?

On a recent cycle ride, a fellow cyclist asked me what FINBOURNE does. Before I could reply a friend interjected with “FINBOURNE is building a ‘Strava’ for investment data”.

Dermot Shortt
Dermot Shortt24/01/19

Investment Technology

Digital Innovation in the Asset Management Industry

We read with interest a recent survey released by Alpha FMC revealing that asset managers see digital transformation as a top priority but two-thirds are slowed down by legacy systems and culture clashes.

Benedict Nielsen
Benedict Nielsen25/04/18

Investment Technology

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 Nielsen
Benedict Nielsen25/08/17

Investment Technology

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

Thomas McHugh
Thomas McHugh19/06/17

Investment Technology

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.

Dermot Shortt
Dermot Shortt27/05/17

Investment Technology

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.

Dermot Shortt
Dermot Shortt03/05/17