NDA lifecycle and insider information support to a Europe-based investment manager

US based Investment Manager

Shadow accounting (open-ended funds, CLOs, SMAs, hedge funds) support to Europe-based alternative investment manager

Credit research support to a discretionary investment manager with USD28bn in AuM

Ankita Jhawar on empowering investment managers with high-end portfolio research and operations solutions

Process Adherence Support with OFAC Checks for US-Based Global Investment Manager

Investment risk analytics and reporting support for global asset manager

Commentary/investment and MRFPs writing support for a Canadian asset manager

Investment Reporting Survey for Asset Managers 2020

Chanakya Dissanayake on our Investment Research Solutions for Global Asset Managers

Investment Management, Research and Operations for an Institutional Asset Manager

Investment Compliance Support for a Global Asset Manager

Artificial intelligence in investment banking – opportunities and challenges

How investment management companies are using Adobe Experience Platform for effective web analytics and insights

Net zero for asset managers – the ‘what’ and ‘how’

The importance of investment compliance in asset management

Customising DealCloud to your business needs: a platform manager’s guide

The role of investment writing in times of financial crisis

Dissecting Articles 6, 8 and 9 of the SFDR for fund managers

Streamlining investment-monitoring processes: overcoming operational challenges

Investment Compliance Guidelines Review – A Strategic Approach

Forensic analysis as a source of alpha generation for hedge funds and asset managers.

Streamlining investment success: the integral role of due diligence and investment evaluation

Five important findings on fund commentaries of top asset managers, 1Q 2024

The increasing role of the outsourced chief investment officer in the current volatile market

Insider-trading regulation and compliance in investment management

An investment analysis playbook for building efficient portfolios

Investment compliance – why needed, trends and best practices

Investment compliance automation – the art of doing more with less

How outsourcing the client portfolio manager role has created unexpected value

The ESG plan: shifting priorities in reporting for asset managers

Evaluating and integrating alternative data into the investment process

SEC Risk Alert – Investment Advisers: what to expect

Five important findings on fund commentaries of top asset managers

Africa’s natural resources sector attracts strategic investments

Cannabis – the next big financial investment

Renewed email marketing approaches for the asset managers of tomorrow

Managing investment compliance during a recession

China-Switzerland Stock Connect – expanding access to investment opportunities and overseas capital

Leveraging search engine optimisation/paid ads to boost return on investment in asset management

Changing macro indicators globally and their impact on distressed investments

Are asset and wealth managers well aligned with their sales support?

Recordkeeping – a must for asset managers and broker-dealers

Internal carbon pricing: An emerging approach to building sustainable investment portfolios

Investment Compliance: Not “just controls” but effective portfolio management

Invest in investment compliance

Instrument data infrastructure – Its importance in an effective investment compliance environment

The art of generating alpha: Investment strategies at play

The COVID-19 crisis and asset managers – Survival of the smartest

Leveraged Lending & CLOs – Asset managers reduce riskier exposure and focus on safety

Impact of the global lockdown – A perspective on investment management and compliance

The next normal: Marketing and reporting strategy for asset and wealth managers in 2020

NLG – Catapulting fund commentaries for tomorrow’s asset manager

Automated Data & Investment Reporting Tool – FundMETRIX

Global Investment Performance Standards: Benefits and Guidelines

Unlocking Alpha with Alternative Data: Generating Unique Investment Insights

Turning the corner in investment reporting: Unlocking bespoke solutions to tackle data challenges

Two Thirds of Asset Managers Will Accelerate Spending on Fundamental Research by 2022

Challenges faced in coding of investment restrictions

Responsible Investing – An Investment Communication Perspective

“Alternative Data” in Investment Research – Is it really “Alternative”?

Fund Database Administration: Challenges for Private Equity Managers

Cryptocurrency ETFs – The New Investment Opportunity

Changing perspective on investment guideline monitoring – A new look at old problems

Corporate Access – How Global Asset Managers are Leveraging Offshore Bilingual Analysts in China

Investment Research – Creating On-the-ground Presence in Emerging Markets

Key findings from the 2017 global annual survey of asset management investment teams

Copal Amba Presents Knowledge Session on Diagnostic Analysis for Asset Managers

Moody’s Acquires Amba Investment Services

Quantitative Services for an European Investment Bank

Global Annual Survey of Asset Management Investment Teams 2017

PE Secondary Investments – Opportunities and Challenges

Enabling Private Equity Firms to Ride the Co-investment Wave

Forensic analysis – a sustainable source of Alpha for global asset managers

Creating Differentiated Investment Research Capabilities in Chinese Equities

The Portfolio Manager’s information gathering challenge

Moody’s Acquires Amba Investment Services

Change to Thrive: How Structural Changes in Fixed Income Markets are Compelling Asset Managers to Rethink their Research Strategy

Change: The new constant for asset managers

Managing Investment Compliance in a Changing Regulatory Environment

Macroeconomic Challenges Facing Investment Banks in Asia

Forensic analysis – a sustainable source of Alpha for global asset managers

Asset Managers

Equity Research Support for a Europe Based Asset Manager

Asset Backed Finance – An emerging frontier in Private Credit

Rony Chacko

Autonomous mobility – the road to a driverless future

Charles River Development – a one-stop solution

China’s real estate market: a soft landing is critical for avoiding a domino effect

The importance of continuous ongoing compliance monitoring

Manoeuvring risk with synthetic risk transfer in volatile markets

Key trends in asset management

Yu TANG, FRM

Archie Garg

DARQ technologies through a financial lens

The changing role of digital marketing in financial services

Future proof sales enablement strategies for ESG firms

Bright spots in distressed debt investing amid rate hikes and recession fear

ESG regulations in Honk Kong & Singapore

Elevating Consultant databases: Leverage smart technologies to achieve enhanced product visibility

Akshay Bhatia

Xuewei Zhang

Content optimisation via smart templates: Letting machines do the ordinary so RFP writers could focus on the extraordinary

Pandemic’s impact on fund administration

Ashutosh Pandey

Analysing behaviour of corporate executives by identifying personality traits

A summary of the FCA business plan and Annual report

ESG investing – finding solutions for a lack of standardisation

ESG and impact investing: An asset management marketing operations perspective

Business intelligence (BI) in alternative data analysis for financial services

The pandemic-induced shift towards outsourced trading and its implications for capital market solution providers

Where Eagles Dare – Seizing Opportunities in the Distressed Debt Market

Karthik Vijayapalan

Social Media and Compliance

Hypothetical Performance Disclosures: Guidelines and Best Practices

The Grand Indian Insurance Merger – How can you benefit?

Investing in the finer things of life

Asian Region Funds Passport (ARFP): A key to harmonized market for Asian Mutual Funds distribution

Nitin Sonawane

Societe Generale Private Banking Outsources Research

Ex-Goldman Research Head to Advise Copal

The impact of MiFID II on the buy-side research process

Smart Beta Investing: A Fad or a Trend?

Anusha Vuyyuru

Large GCC banks in an interest-rate downcycle environment

Sanjay Heisanam

Aircraft manufacturing market – can COMAC compete with the incumbents?

The link between blockchain and ESG

Navigating global regulatory challenges in asset management – a CXO’s playbook

5G – empowering global telecom companies with rapid FWA subscriber growth

Uncovering the correlation between Bitcoin and the EUR/USD currency pair

Driving product strategy in a dynamic cost environment

How financial sponsorship enhances brand visibility

Nitish Marwah

Navigating overcapacity in China vis-à-vis US and EU trade policies

Emergence of crypto ETFs to drive traction in fintech trading platforms

Will “angels” fall? Are BBB-rated borrowers facing increased risk of downgrade?

Optimising shadow accounting activities in middle-office operations

Russia War Sanctions: Economic Impact and Resilience in 2024

InvestOps Europe

Carry trade – Japan’s interest rate hike that shook the global financial markets

Global Markets Insights – September 2024: Fed all set to fight recessionary fears

SUPER RETURN ASIA 2024

Guideline coding: The requirement and best practices to ensure robust monitoring

The tide is finally turning for European online food retailers

TSAM New York 2024

7th Private Equity Europe Forum

Automation in Credit Risk Monitoring

APLMA Annual Conference 2024

The rise of NAV lending – unlocking liquidity for investors

EV public charging infrastructure – a bottleneck to EV adoption

Tanay Devdhar

Global government support towards decarbonising the steel sector

From risk to resilience – the role of ESG in modern collateral management

India’s inclusion in the JP Morgan EM Bond Index – another green shoot or just hype?

Srinivas Addanki

Evolution of ESG fund labels – what investors need to know

The leisure sector’s silver lining amid macroeconomic turbulence in 2024

Implications of the European Union’s imposition of heavy tariffs on Chinese electric vehicles

Leveraging opportunities to outsource trade operations for collaborative success

World Credit Union Conference 2024

A Note On Our Budgetary Expectations for Environmental Reforms in India

The ECB rate cut – what’s next for G7?

The auto sector’s road to decarbonisation

Ageing gracefully – a glimpse into the evolving global senior-housing market

IBA, NBA, OBA & WBA Annual Convention

Navigating through Indian Markets under the Coalition Government

Unlocking the Potential of Documentation for Enhanced Client Onboarding

Sri Mourya Kothuri

The SEC’s new private fund advisor rules – a fair ecosystem for investors

Fed’s pivot and geopolitics to impact deal making in the US leveraged lending universe?

Crossing Lines: The Banking Industry’s Foray into Private Credit

Bonds, Loans and Sukuk Middle East

Dilpreet Kaur

Commercial real estate lending set to take centre stage among real estate debt providers’ alternatives

Leveraging personality traits to gain an advantage in marketing