01/02/2013
Regime Shifts: Implications for Dynamic Strategies
Regime shifts present significant challenges for investors because they cause performance to depart significantly from the ranges implied by long-term averages of means and covariances. But regime shifts also present opp...
29/01/2013
A Look at State Street Cash Manager™
Since 2006, State Street’s Securities, Banking and Treasury Management Services group (SBTMS) has been providing a comprehensive framework for reporting, research and payment management solutions. Joyce O’Connor, SBTMS v...
05/12/2012
Data Management
With investors demanding more information from their hedge fund managers – at a much quicker rate – Patrick Hayes, of State Street, examines the evolving role of data management. Changes sweeping across the investment i...
06/11/2012
Technology’s True Cost for Wealth Managers: The Case for Outsourcing
Rising operating costs represent a steep challenge for today’s wealth management firms, with technology costs being a major driver behind this trend. Faced with the imperative to boost investment returns in a volatile en...
01/11/2012
Up, Up and Here to Stay
SLT talks to Francesco Squillacioti of State Street about beneficial owner interest in Asia and the continent's regulatory roadmap What stage are the securities lending markets at in Asia? Asian markets have developed s...
04/10/2012
Election 2012: A Time of Polarizing Politics & Heightened Uncertainty
“Next Tuesday all of you will go to the polls, will stand there in the polling place and make a decision. I think when you make that decision, it might be well if you would ask yourself, are you better off than you were ...
26/09/2012
Wealth Management and Data Aggregation: A Successful Strategy
By Michael Tropeano, CFA, and Peter Amato Today’s wealth managers must have a comprehensive data aggregation strategy to provide clients with a complete picture of their net worth. The proliferation of external data sou...
26/09/2012
Gauging Your True Wealth Management Operating Costs
The Key to Enhanced Client Service By Michael Tropeano, CFA and Peter Amato As wealth managers face unprecedented client demand for expanded support, rising operating expenses are becoming a growing concern and distrac...
25/09/2012
Implementing Swaps Regulation: More Challenging Than Expected
In 2009, enhanced trade transparency and mitigation of risk for swaps were the main tenets of the G20 Pittsburgh commitment. Today, these objectives seem even more relevant than when the agreement was originally signed. ...
27/08/2012
Outsourcing for Opportunities
Leveraging external technology resources pays off By Michael Tropeano and Peter Amato The current financial environment is complex and challenging, with wealth firms competing to improve profitability while increasing t...