Way Fund Managers Taps OTCFin-Morningstar Combo for Priips Compliance

The UK-based fund manager selected the OTCFin-Morningstar joint service following a "rigorous" selection process and proof-of-concept, officials say.


OTCFin and Morningstar will provide an integrated KIDs and EPT (European Priips Template) solution for Way, covering Priips calculations and the printing of factsheets. Specifically, OTCFin will source and monitor all fund data, including historical returns, recommended hold period and cost data from clients, external fund managers or data providers, as well as performing the SRI (summary risk indicator), performance scenario and cost calculations for all fund categories, calculate the output

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SEC squares off with broker-dealers over data analytics usage

The Gensler administration has ruffled feathers in the broker-dealer community with a new proposal seeking to limit their use of predictive data analytics. But at the heart of this deal is something far more seismic: one of the first attempts by the SEC to regulate AI.

The Cusip lawsuit: A love story

With possibly three years before the semblance of a verdict is reached in the ongoing class action lawsuit against Cusip Global Services and its affiliates, Reb wonders what exactly is so captivating about the ordeal.

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