Culture and Diversity

FINBOURNE Interviews Anders Rodenberg, CEO Denominator

In the latest of our Culture and Diversity interview series, we speak with Anders Rodenberg, CEO at Denominator, a global Diversity, Equity, & Inclusion (DEI) data & scoring provider. In this interview, Anders tells us about the ESG data evolution in financial services and the lasting benefits that clear, actionable DEI data brings to the workplace. 

Finbourne
Finbourne17/05/23

Culture and Diversity

FINBOURNE Interviews Joanna Munro and Bhavini Parmar at HSBC Asset Management 

FINBOURNE speaks to Joanna Munro, CEO, HSBC Alternatives and Bhavini Parmar, Alternatives Product Delivery Manager at HSBC Asset Management. Joanna and Bhavini are both members of the Diversity Project’s new Future Female Fund Manager’s Pathway. In this interview, we hear about their experiences and why programs like these are crucial to creating parity in financial services.

Finbourne
Finbourne29/03/23

News

FINBOURNE and Tumelo partner to help fund managers reflect investor’s voting interests  

FINBOURNE Technology today announces a new partnership with market-leading investor voting Fintech, Tumelo. Integrating Tumelo’s voting technology into FINBOURNE’s cloud-native investment management data management platform, LUSID, will help fund managers better understand and reflect investors’ voting interests.  

Finbourne
Finbourne20/02/23

News

FINBOURNE partners with Kreos Capital, securing a £30 million debt facility to fuel future growth plans

FINBOURNE Technology announces a partnership with market-leading debt provider, Kreos Capital, to secure up to a £30 million debt facility. The funding forms an extension to FINBOURNE’s Series A round and strengthens FINBOURNE’s efficient capital structure, enabling it to swiftly respond to market opportunities, as it expands its international footprint.

Finbourne
Finbourne30/01/23

News

FINBOURNE partners with Denominator to empower Buy Side with Diversity, Equity, & Inclusion data

FINBOURNE Technology today announces a new partnership with global Diversity, Equity, & Inclusion (DEI) data & scoring provider, Denominator. The partnership aims to closely support the global Buy Side, as it responds to increasing demands for DEI transparency, amid a new generation of value-based investors.

Finbourne
Finbourne23/08/22

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

News

FINBOURNE Technology appoints Robert Byrne as CTO, as it expands into North America and Asia-Pacific

FINBOURNE Technology, announces the appointment of Robert Byrne in the role of Chief Technology Officer (CTO) as it continues to forge ahead with its cloud-native, API-first investment data management platform; LUSID. The appointment marks the next phase of growth for the fast-moving SaaS scale-up, which now stands at over 140 employees, globally.

Finbourne
Finbourne18/05/22

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

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

News

FINBOURNE joins AFM’s Innovation Hub to explore the creation of an EU Consolidated Tape

FINBOURNE Technology has joined the Dutch Authority for the Financial Markets’ (AFM) regulatory sandbox, to drive the creation of a Consolidated Tape Provider (CTP).

Mittal Shah
Mittal Shah22/11/21

News

Baillie Gifford selects FINBOURNE’s LUSID platform to boost investment data management

Baillie Gifford, a global investment partnership with £352bn (US$ 486.8bn) assets under management, has selected FINBOURNE Technology’s investment data management platform, LUSID, as the Investment Book of Record (IBOR) for its global investment operations. The platform will deliver a consolidated source of real-time investment data across Baillie Gifford’s equity, fixed income and multi-asset portfolios.

Mittal Shah
Mittal Shah08/11/21

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

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

News

Fidelity International onboards FINBOURNE’s LUSID platform and makes strategic investment

– Fidelity selects FINBOURNE’s LUSID platform to drive data strategy for its global asset management business – Fidelity International Strategic Ventures invests into FINBOURNE’s latest funding round Fidelity International, London, 21 July 2021: To address the growing need to prioritise data as a strategic asset and to better serve its clients with new growth initiatives,… Continue reading Fidelity International onboards FINBOURNE’s LUSID platform and makes strategic investment

Finbourne
Finbourne21/07/21

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

News

Taskize joins vendor marketplace

Taskize, the leading provider of inter-company workflow to the financial services industry, has been chosen by FINBOURNE Technology as a component of its award winning LUSID open investment platform.

Finbourne
Finbourne10/05/21

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: Hedge funds: Taking a collaborative approach to driving technology decisions In our webinar poll of… 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

News

FINBOURNE’s LUSID wins best buyside newcomer at Waters’ Buy-Side Technology Awards

We’re delighted to have won ‘Best Buyside Newcomer’ at Waters’ Buy-Side Technology Awards for LUSID, our open, API-first and developer friendly investment data platform.

Dermot Shortt
Dermot Shortt01/11/19

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

Culture and Diversity

Life as a Graduate Developer at FINBOURNE

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.

Finbourne
Finbourne12/09/19

Investment Technology

Do you even need an Investment Book of Record (IBOR)?

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 (IBOR)?

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

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…

Chris Brook
Chris Brook28/02/18

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

Engineering

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, through the advent of cloud technologies, free from having to worry about such tedious things as user management, we embarked on our righteous path.

Thomas McHugh
Thomas McHugh17/12/16

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.

Paul Saunders
Paul Saunders17/12/16