The global regulatory environment, including the Dodd-Frank Act, has reshaped the financial industry and the environment in which over-the-counter derivatives are originated and traded. TABB Group conducted a State Street-sponsored survey of buy-side firms to assess how buy-side investors are adapting to the new regulatory standards and how ready they are to meet the challenges of the future. State Street’s newest Vision paper, “Charting New Territory: Buy-Side Readiness for Swaps Reform,” explores the readiness of institutional investors for derivatives reform.
Outsourcing strategies in Canada are gaining renewed traction as a way of enabling institutions to cope with increased market complexity while staying focused on core competencies. Leveraging research conducted by State Street, IFDS and KPMG, this Vision paper explores the top requirements of an outsourcing provider and shows that a genuine client-focused partnership is the critical factor that will drive the success of this model.
Europe’s asset management industry is at a turning point. Changing investor needs, widespread regulatory reform and urgent demographic trends are among the factors that add up to a perfect storm of complexity for asset managers. Drawing on the findings of an extensive State Street survey of European asset managers conducted by the Economist Intelligence Unit, this Vision paper explores the key trends that are shaping the future of the industry as asset managers redefine their roles for an evolving environment.