News

Northern Trust selects FINBOURNE to help accelerate its digital journey and integrate with its Matrix Data Platform 

Finbourne Logo
FINBOURNE28/02/2024

Investment Technology

Charting the Data Maze: Ensuring Quality in a World of Complexity 

At the recent InvestOps USA event in Orlando, FINBOURNE’s Christopher Farrell and a series of data experts explored the characteristics of a ‘data-first’ mindset, and a culture where data is not just an afterthought but a strategic asset driving decision-making at every level. 

Finbourne LogoChristopher Farrell26/03/2024

Investment Technology

Catalyst Cloud – The Route to ROI

For investment firms, the adoption of cloud technology is a vital component to achieving digital transformation goals, offering unparalleled opportunities for cost efficiency, scalability, and innovation.

Finbourne LogoChris Brook20/03/2024

Investment Technology

Unlocking your data potential to grow AUM 

Managing data efficiently is essential for financial services firms. However, many are still dependant on legacy systems which limit the effectiveness of their Portfolio Management capabilities.

In our latest blog, we uncover how organisations now have the opportunity to achieve their potential with SaaS technology. By unlocking the value of data, firms are increasingly realising the benefits as a force behind AUM growth and alpha generation.

Finbourne LogoFINBOURNE18/03/2024

Investment Technology

Innovating with SaaS technology to grow, optimise and protect your business  

It’s become clear in recent years that the ability to maximise the potential of data when managing portfolios is one of the key factors that separates successful asset managers from those that fall by the wayside. In this piece, we uncover the benefits of SaaS technology and how to access the information needed for effective, data-driven decision making.

Finbourne LogoFINBOURNE26/02/2024

News

Pension Insurance Corporation selects FINBOURNE to provide enterprise financial data management across the business

Pension Insurance Corporation (PIC), the specialist UK pension insurer, has chosen FINBOURNE Technology to provide investment data management capabilities, to help drive their data strategy.  

Finbourne LogoFINBOURNE22/11/2023

Investment Technology

Mastering Data Management for T+1 Success

Christopher Farrell, Head of US and Global Head of Strategy at FINBOURNE Technology, explores how firms can prepare for T+1 to gain a competitive advantage: increasing automation and solving the inherent data management and processing challenges that firms face today.

Finbourne LogoChristopher Farrell05/10/2023

Investment Technology

The Future of Financial Data in the Cloud – Asset Management 2.0 with FINBOURNE and Fidelity International

At the recent AWS Capital Markets Financial Data Forum, Yugo Ashida, Head of ISS Enterprise Architecture, Fidelity International and Stephen Collie, Co-Founder, FINBOURNE Technology delved into some of the data challenges caused by traditional asset management practices and uncover how FINBOURNE’s Modern Financial Data Stack is enhancing interoperability and driving sustainable growth.

Finbourne LogoFINBOURNE27/09/2023

Investment Technology

As Technology Evolves, Asset Managers Adapt and Innovate

In a recent Q&A with Markets Media, Alexander Monte, Director, Asset & Wealth Management Consulting – North America at Alpha FMC, and Christopher Farrell, Head of US and Global Strategy at FINBOURNE Technology explore the benefits of a modern data pipeline, to adapt and innovate in a dynamic and competitive market.

Finbourne LogoFINBOURNE14/09/2023

Engineering, Investment Technology

Unlocking Competitive Edge: The Untapped Potential of Machine Learning in Financial Services 

Machine Learning (ML) dominates the narrative in financial services, just as in practically every other industry. In this piece we examine its current use cases and why the take up in Investment Management hasn’t been more widespread. We’ll then look at practical and achievable steps to harness relevant aspects of the innovation. 

Finbourne LogoFINBOURNE24/08/2023

Culture and Diversity

FINBOURNE Interviews Georgia Stewart, CEO and Co-founder of Tumelo

In the latest of our Culture and Diversity interview series, we speak to Georgia Stewart, CEO and Co-founder of Tumelo. In this interview, Georgia tells us more about Tumelo’s mission and why technology has the potential to create a more transparent and representative stewardship process, to deliver better outcomes for investors and the industry as a whole.

Finbourne LogoFINBOURNE12/06/2023

Investment Technology

Decrypting data management for buy-side managers 

Given the increasing complexity and volume of datasets that buy-side managers are now confronted with, the requirement for shrewd data management is now crucial. FINBOURNE’s Nicholas Wood explores the common data management buzzwords buy-side managers come across and how to apply the right technology to enhance your data strategy.

Finbourne LogoNicholas Wood05/06/2023

News

Omba Advisory & Investments Ltd selects FINBOURNE to enhance data consolidation and portfolio management capabilities

Omba Advisory & Investments Ltd, a London-based investment management firm has chosen FINBOURNE Technology’s SaaS-native Modern Financial Data Stack as its operational data hub. The firm will leverage FINBOURNE’s LUSID PMS and Luminesce, for portfolio management and improved data consolidation, respectively, to help scale their investment operations. 

Finbourne LogoFINBOURNE02/05/2023

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 LogoFINBOURNE29/03/2023

News

Seilern Investment Management selects FINBOURNE’s Modern Financial Data Stack to scale for rapid growth

Seilern Investment Management, the independent and privately-owned quality growth investment management firm, has selected FINBOURNE Technology’s Modern Financial Data Stack to scale its investment operations, amid rapid growth. The firm will leverage FINBOURNE’s LUSID platform as a cloud-native data hub, to enhance its investment-decision making and client services.  

Finbourne LogoFINBOURNE20/03/2023

Culture and Diversity

Death of ESG. Long live the E, the S and the G

While sustainability, climate change and biodiversity have taken the spotlight for much of this decade, ESG is not about sustainability alone, it’s about people and planet. If the best performing companies on mainly green performance indicators are not delivering on wider DEI factors, then can they really be considered ESG-compliant? FINBOURNE’s Matthew Luff considers the growing lack of correlation across E, S and G metrics, with data and analysis from Denominator and Corporate Knights.

Finbourne LogoFINBOURNE15/03/2023

Culture and Diversity

FINBOURNE Interviews Julia Streets, CEO of Streets Consulting, tech champion and host of the DiverCity Podcast       

On this International Women’s Day, the official United Nations theme for which is incidentally, ‘Innovation and technology for gender equality’, we talk to Julia Streets, tech and entrepreneurship champion and active campaigner for innovation, Diversity, Equity and Inclusion (DEI).

Finbourne LogoFINBOURNE08/03/2023

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 LogoFINBOURNE30/01/2023

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 LogoFINBOURNE07/11/2022

Engineering, FINBOURNE Five

Empowering your cloud journey with a SaaS data management platform

Welcome back to FINBOURNE Five, our series of short ‘explainer’ blogs on all things data management, in five minutes or less. In this second installment, Sales Engineer, Stephen LeMasney, explores the critical factors to consider when looking for a SaaS data management platform, and why a cloud-native platform with innate financial sense is crucial to gaining immediate value and driving operational growth.

Finbourne LogoStephen LeMasney08/09/2022

Culture and Diversity

Life as a Summer Intern at FINBOURNE

In the latest edition of our ‘Life at FINBOURNE’ series, we speak to Kevin Roice, one of eight Durham University graduates to join this year’s summer internship programme. Hear about Kevin’s experience, what he enjoyed most and why he thinks FINBOURNE is an excellent place for interns to kick start a career in FinTech.

Finbourne LogoFINBOURNE25/08/2022

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 LogoFINBOURNE23/08/2022

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 LogoFINBOURNE11/07/2022

Culture and Diversity

Is your business thinking about D&I the way it really should?

Mittal Shah discusses the value of D&I to Financial Services businesses, based on the stark findings of recent industry research. The article explores why D&I still has a way to go in financial services, the need for leadership buy-in and the significant benefits it can deliver to the business, its employees and society at large.

Finbourne LogoFINBOURNE01/07/2022

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.

Finbourne LogoStephen Collie28/06/2022

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.

Finbourne LogoStephen Collie21/06/2022

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 LogoFINBOURNE25/04/2022

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?

Finbourne LogoThomas McHugh12/04/2022

Consolidated Tape Provider (CTP)

Market practice makes (a CT) perfect!

Following engagement with the major stakeholders, and FINBOURNE’s own Design Council, Neil Ryan, FINBOURNE’s CTP Lead, explores the hurdles both the UK and EU authorities face, as they move towards a Consolidated Tape or Tapes (CT). From data quality to deferrals, we explain why market practice – in parallel to legislation – provides the optimal path forward, to the creation of a resilient market mechanism.

Finbourne LogoNeil Ryan07/04/2022

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 LogoFINBOURNE30/03/2022

Culture and Diversity

FINBOURNE interviews Nadia Edwards-Dashti

FINBOURNE speaks to Nadia Edwards-Dashti, Co-founder and Chief Customer Officer at the technology recruitment firm, Harrington Starr. We hear about her career journey, her new book and her efforts to transform the finance industry in the future.

Finbourne LogoFINBOURNE21/02/2022

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.

Finbourne LogoChris Brook09/02/2022

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.

Finbourne LogoThomas McHugh13/12/2021

News

Railpen opts for FINBOURNE to deliver next generation data management service

Railpen, one of the largest pension funds in the UK, with c.£35 billion AUM, has opted for FINBOURNE’s cloud, investment data management platform, LUSID, as its Investment Book of Record (IBOR).

Finbourne LogoFINBOURNE30/11/2021

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).

Finbourne LogoMittal Shah22/11/2021

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.

Finbourne LogoChristopher Farrell19/11/2021

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 LogoFINBOURNE17/11/2021

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.

Finbourne LogoMittal Shah08/11/2021

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?

Finbourne LogoThomas McHugh28/10/2021

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.

Finbourne LogoThomas McHugh14/10/2021

News

LSEG – London Stock Exchange Group partners with FINBOURNE to power digital data program across the business

FINBOURNE Technology’s SaaS investment data management platform, LUSID will be adopted by LSEG – London Stock Exchange Group – wealth and investment solutions businesses as a digital data component.

Finbourne LogoFINBOURNE11/10/2021

Engineering

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.

Finbourne LogoChris Brook04/10/2021

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.

Finbourne LogoThomas McHugh13/09/2021

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…

Finbourne LogoGus Sekhon10/08/2021

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 LogoFINBOURNE21/07/2021

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

Finbourne LogoGus Sekhon23/11/2020

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.

Finbourne LogoDermot Shortt01/09/2020

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.

Finbourne LogoGus Sekhon04/08/2020

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.

Finbourne LogoGus Sekhon29/07/2020

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.

Finbourne LogoGus Sekhon09/07/2020

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.

Finbourne LogoDermot Shortt01/07/2020

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.

Finbourne LogoDermot Shortt07/06/2020

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.

Finbourne LogoThomas McHugh11/02/2020

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.

Finbourne LogoStephen LeMasney23/10/2019

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

Finbourne LogoGus Sekhon13/09/2019

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)?

Finbourne LogoGus Sekhon05/09/2019

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.

Finbourne LogoPaul Saunders28/08/2019

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.

Finbourne LogoThomas McHugh16/07/2019

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”.

Finbourne LogoDermot Shortt24/01/2019

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…

Finbourne LogoChris Brook28/02/2018

News

FINBOURNE Launches LUSID

FINBOURNE Technology launches LUSID™ a revolutionary replacement software system for the asset management industry.

Finbourne LogoGus Sekhon04/10/2017

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.

Finbourne LogoBenedict Nielsen25/08/2017

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.

Finbourne LogoDermot Shortt03/05/2017