Buy-Side Technology/Analysis
UBS Partners SunGard, HazelTree on New Frontier Platform
UBS's Frontier platform will bring together SunGard's Hedge360 and HazelTree's treasury, cash management, and collateral management tools in a new front-to-back hosted solution for the Swiss bank's hedge fund clients.
Markit Eyes Front-Office Push with thinkFolio Acquisition
Markit has acquired London-based portfolio management system (PMS) provider thinkFolio, in a deal that will see the buy-side stalwart join Markit’s enterprise software division.
GPs Pursuing Data-Driven Business Intelligence, Study Finds
A recent study of private equity general partners (GPs) uncovered consistently greater expectations around data management in the space. But progress in meeting those expectations appears to be more uneven.
The Challenges of Managing Liquidity in a Multi-Tranche Universe
Ledgex's Brian Macallister discusses the need for firms to mix liquidity and portfolio management into the same system.
As the OTC Marketplace Evolves, More SEFs May Rise
Equinix's Barry Smith discusses the trends he expects to see in the OTC markets in 2014 and beyond.
Liquity Matches Buyers and Sellers of UK's Private Company Shares
Since its launch in November 2013, Liquity has shown that financial services companies don’t necessarily need to deploy overly complex or ground-breaking technology to be successful in servicing the industry. It can sometimes be as simple as a…
Private Cloud not Just for Tech-Less Funds Anymore
Where private cloud providers used to appeal only to start-up hedge funds, a third of Abacus's new clients are large funds with existing IT staff.
2013 Cover Stories: The Buy Side
As 2013 draws to a close, we look back over the year's coverage, and focus on the buy-side executives profiled for the magazine's monthly cover story.
Increasingly Multi-Asset, City Financial Taps SunGard for Risk
The London-based investment manager, which distributes 14 different funds and is eyeing further acquisitions, has installed SunGard's APT solution for risk analysis and reporting, covering position- and portfolio-level information across its multiple…
Generalists, Business Analysts to Get More Tech Jobs in 2014
Two themes emerged when C-level technologists on a panel at the Waters USA conference revealed what skills they will be looking for in jobseekers in 2014. The first was a shift from preferring specialist programmers and developers to those with a broader…
Hard Shell, Soft Center: Waters Panelists Talk Information Security
Three buy-side chief technologists told the audience at Waters USA in New York on Monday that managing information security is like rummaging through a box of mystery chocolates—only less sweet.
Conning Turns to Markit for Depth and Scope of Corporates Pricing
Conning, an $82 billion Hartford, Conn.-based global asset manager, holds a majority of its assets, much of them on behalf of insurance clients, in bonds. In switching to Markit's pricing service, Conning's chief data officer Brian Baczyk says the…
Big Data Opportunities, Perils Discussed at Waters USA
The paradigm shift of big data has led to new opportunities for trading firms to create more efficient and cutting-edge trading strategies. But firms should take care when investing in high-end analytics platforms, according to panelists at this year's…
Collateral Transformation, Agency Execution to Reinforce Swap Dealers' 'Stickiness'
As the buy side ramps up simulation of electronic swaps execution ahead of next year, panelists say old questions remain about what sell-side services will gain steam, and which are technologically feasible at all.
BYOD Not a Given, Even as BlackBerry Flounders
There was a time in the not-too-distant past when BlackBerry dominated on Wall Street. As the Apple iPhone—and to a lesser extent, Android—gains ground, though, firms are advancing bring-your-own-device (BYOD) strategies, even as some pull back.
Waters USA 2013 Keynote: UBS CTO Voo on Data Sovereignty, Managing Cloud Perceptions
Correy Voo, UBS CTO for platform services and applied innovation, used his keynote to assess the cloud: its reality, its perception, and the reasons regulatory trends could temporarily hold its wider adoption back.
Senior Technologists Discuss the Drive Toward Standardization, Automation
At this year's Waters USA conference at the New York Marriott Marquis in Times Square, a panel of C-level technologists from across the industry discussed their drive toward standardization and automation, while contemplating new cost structures to help…
Financial IT Not Flexible Enough for Regulatory Changes, Says Waters USA Panel
Guggenheim Partners’ chief compliance officer summed up his position on adaptable IT with a question rather than a statement. “How many people think technology is flexible?” Joseph Lodato asked the audience at Waters USA. There were almost as many…
IBOR Breakfast Briefing: Good Governance Essential for Success
Panelists at a breakfast briefing that covered the investment book of record (IBOR), hosted by Waters, debated the key aspects of the technology itself, saying that any IBOR system requires a layer of data governance in order to be successful.
IBOR Breakfast Briefing: People and Patronage Part of the Puzzle
Panelists at Waters' recent breakfast briefing on the investment book of record (IBOR), discussed practical methods of implementing an IBOR system at a buy-side firm, saying that while technology is important, the key to a successful project is often the…
Fidelity Adds Conditional Orders to Service Bureau
A catchy name can go a long way toward making a product popular. Fidelity’s bland-branded Service Bureau must be doing it some other way.
IBOR Breakfast Briefing: Buy versus Build Debate Rages On
Panelists at a breakfast briefing on the investment book of record (IBOR), hosted by Waters, typified the continuing debate over how an IBOR system should be delivered at investment firms, with some praising the vendor route, and others claiming that the…
Buy-Side Technology Awards 2013: Best Buy-Side Technology Provider for 2013—Eagle Investment Systems
By winning the most prestigious category of the Buy-Side Technology Awards 2013, the second of two awards announced at the awards luncheon on November 1, Eagle Investment Systems created a little bit of history by becoming the first company to do so…
Buy-Side Technology Awards 2013: Winners' Circle—Eagle Investment Systems
With its second win in the best overall buy-side technology provider category, Eagle Investment Systems has proved once again that it is at the top of its game. John Lehner, Eagle’s president and CEO, talks to Waters about cloud on the buy side, what he…