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.
Consolidated Tape Provider (CTP)
Consolidated Tape: A fish that swims in all waters
Following on from our last insight on Consolidated Tape (CT) and the launch of our Design Council, we explore why the technology that underpins the CT, is key to ensuring that it is fit for purpose, no matter what the decided approach.
Why low-code, no-code is not a panacea for buy-side ops pain
Chris Brook, Co-founder and Head of Platform Engineering, FINBOURNE Technology, shares the limitations of the new tech trend ‘low-code, no-code’ as it applies to investment management operations.
Consolidated Tape Provider (CTP)
Consolidated Tape: Harnessing new technology to solve an old data problem
Neil Ryan, Regulatory Consultant at FINBOURNE Technology, explores the renewed drive for a Consolidated Tape (‘CT’) and why FINBOURNE’s Design Council will provide a vocal platform to promote and develop the conversation in both the UK and the EU.
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.
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…
FINBOURNE integrates with FlexNOW delivering deep integration without complex implementation
FINBOURNE Technology and FlexTrade Systems announce a collaboration to integrate FlexNOW with FINBOURNE’s LUSID platform.
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
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
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.
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.
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?
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?
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
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
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.
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.
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.
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.
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.
Securing your network with WeaveNet
This post is about Weave, our customisations, and a Weave related production issue that FINBOURNE encountered and resolved in the last couple of months.
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.
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.
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.
You should work from home unless it is impossible for you to do so
A couple of weeks ago, many companies across the country were faced with the challenge of having to transition their whole workforce to remote working overnight
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.
FINBOURNE Technology and TraderMade sign partnership to make TraderMade data available to LUSID clients
FINBOURNE Technology has signed a partnership with TraderMade to make its data available on LUSID, the open investment data platform.
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.
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
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
What it’s like being 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.
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?
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.
EDI first market data provider for LUSID customers
EDI’s data is fully integrated into the demonstration portfolios available when you sign up to LUSID. In addition you can upload your own portfolios and value them using EDI data.
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”.
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.
FINBOURNE Launches LUSID
FINBOURNE Technology launches LUSID™ a revolutionary replacement software system for the asset management industry.
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.
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
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.
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.
Authenticating S3 Proxy
Using nginx and oauth2_proxy to deliver S3 based content (and azure blob store)
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.
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.
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.
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