Investment Technology

Riding out the perfect data storm

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 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 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 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 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 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 Sekhon23/11/20

Investment Technology

Fund Operations: How to centralise access to your investment and decision support data

Would you like a playbook setting out exactly how you can consolidate investment data in real time and how to get centralised access to your investment and adjacent data using data virtualisation?

Christopher Goodreds11/11/20

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 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 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 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 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 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 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 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 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 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 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 McGarry07/05/20

Engineering, 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 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 McHugh11/02/20

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 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 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 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 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 McHugh16/07/19

Engineering, 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 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 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 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 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 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 Shortt03/05/17

Engineering, Investment Technology

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.

Paul Saunders17/12/16

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 LeMasney23/10/19