How Liontrust AM reimagined tech vendor partnerships to retain IP post-Majedie acquisition

Buying off the shelf can be cheaper and faster than building in-house, but giving up IP rights to critical platforms is a trade-off some firms aren’t willing to make.

Ross Carmichael has always lived by the old adage: “Don’t reinvent the wheel.” In his six years at Liontrust Asset Management, including two years as CTO, he and the firm’s senior management favored buying solutions off the shelf over building them from scratch—that is, until April 2022 when Liontrust acquired Majedie Asset Management.

During the acquisition, Carmichael looked across Majedie and Liontrust’s tech stack and spotted gaps. The combined firms needed two new bespoke solutions—a

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Firms step up non-compete use to protect tech, data IP

US states are increasingly banning or limiting the use of non-compete contracts, but financial firms are using them more frequently to safeguard proprietary tech and data assets—including the knowledge of the individuals who work on them.

Post-trade processing via NYFIX matching

A case study underscoring how a global asset management firm successfully addressed post-trade processing challenges by adopting NYFIX Matching from Broadridge.

The move to T+1: This time is different

This whitepaper, created by Broadridge,  focuses on leveraging robotic process automation and AI to ensure a smooth transition from T+2 to T+1 settlement.

Waters Wrap: Examining ASX’s CHESS do-over

The Australian exchange was the first exchange to be all-in on DLT—and the project failed. Anthony speaks with ASX’s Tim Whiteley to discuss the lessons learned and why he thinks the second attempt will succeed.

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