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Automation Key to Overcome Implicit Cost Conundrum as PRIIPs Predicament Looms Regulation in Europe for Packaged Retail and Insurance-based Investment Products (PRIIPs) centers on disclosure and transparency, explaining key features of investment products, including what investors might gain and the risks and costs involved. In this article, kifaya Belkaaloul, Head of Regulation at NeoXam, says that the upcoming PRIIPs regulation amendments must be viewed as a clarion call for asset servicers to modernize their operations through automation. #financialregulation #retailinvestors #investments #transparency #automation https://lnkd.in/dEV9Ek-p

Automation Key to Overcome Implicit Cost Conundrum as PRIIPs Predicament Looms Regulation in Europe for Packaged Retail and Insurance-based Investment Products (PRIIPs) centers on disclosure and transparency, explaining key features of investment products, including what investors might gain and the risks and costs involved. In this article, kifaya Belkaaloul, Head of Regulation at NeoXam, says that the upcoming PRIIPs regulation amendments must be viewed as a clarion call for asset servicers to modernize their operations through automation. #financialregulation #retailinvestors #investments #transparency #automation https://lnkd.in/dEV9Ek-p

Broadridge's Digital Transformation study, featured in InvestmentNews, reveals that 75% of financial service firms are confident in their technology offerings. This underscores the significance of implementing a strategy to enhance operations and ensure transparency, resilience, and scalability. In our Fee Billing business, we observe that progressive clients are adopting an enterprise-wide perspective on the crucial role of billing in their transformation process. Michael Alexander, President of Wealth Management at Broadridge, shares his insights on the results from the study. See what Mike called out from the study: http://spklr.io/6042obMK

🔑 The discourse on digital assets often centers around tokenizing existing securities. While this approach has its place, the true innovation lies in creating entirely new asset classes based on digital-native cash flows. To realize this potential, we need to: 🆕 Shift focus from traditional financial frameworks 💡 Embrace the unique characteristics of digital assets Custodianship remains a critical component for institutional adoption. However, integrating smart contracts into asset management provides a distinct advantage by offering: 🔐 Enhanced security and transparency 📈 New investment opportunities for forward-thinking investors 🚨 As the industry grows, a clear regulatory framework will be vital to support the digital asset ecosystem. Until then, innovation and experimentation will continue to shape the future of finance. Aki Balogh Jill Malandrino Aaron Kaplan Leo Mizuhara

📈 Automation tools are revolutionizing the investment landscape in 2024! Say goodbye to manual processes and hello to data-driven decisions! Investment professionals are now leveraging automation tools to streamline their workflows, save time, and make more informed investment decisions. Here's how: 1️⃣ Robo-advisors: These digital platforms are using algorithms to analyze clients' financial situations and provide personalized investment advice. It's like having a virtual financial advisor in your pocket! 2️⃣ Algorithmic trading: Trading has never been more efficient. With automated trading systems, trades are executed based on predefined rules, minimizing human error and maximizing efficiency. Talk about smart investing! 3️⃣ Portfolio management: Optimizing your investment portfolio has never been easier. Portfolio management tools are automating asset allocation and rebalancing, ensuring your portfolio is always in line with your investment strategy. 4️⃣ Risk management: Minimizing risk is crucial in investing. That's why automated risk management tools are monitoring market conditions and adjusting portfolios in real-time to mitigate risk. Peace of mind for investors! 5️⃣ Data analysis: Making sense of vast amounts of financial data can be overwhelming. But not anymore! Automated data analysis tools are processing this data, identifying trends, patterns, and potential investment opportunities. Hello, data-driven decisions! In this age of automation, it's important to stay updated on the latest trends. Here are the top 5 searched topics related to automation in investing: 1️⃣ Robo-advisors 2️⃣ Algorithmic trading 3️⃣ Portfolio management software 4️⃣ Artificial intelligence in investing 5️⃣ Regulatory compliance in investing Stay ahead of the game and embrace automation in your investment strategies. Let these tools work for you and take your investments to the next level! #automation #investing #roboadvisors #algorithmictrading #portfoliomanagement #artificialintelligence #compliance #financialtechnology #stayinformed

The Global Digital Assets Awards is the only world-wide assessment program dedicated to recognising excellence in the use of digital assets by market participants. These awards celebrate the most cutting-edge innovation and technologies that have materially impacted and disrupted traditional asset classes and investment frameworks, while dramatically driving innovation efforts within the game-changing paradigm of decentralised finance.

80% of finance leaders agree finance must significantly accelerate implementation of digital finance technology by 2025 to effectively support the business. Learn how to embrace the role of technology in enabling finance and enterprise outcomes. #GartnerFinance #FinanceTransformation #Strategy

80% of finance leaders agree finance must significantly accelerate implementation of digital finance technology by 2025 to effectively support the business. Learn how to embrace the role of technology in enabling finance and enterprise outcomes. #GartnerFinance #FinanceTransformation #Strategy

Choosing technology and vendors can make a real difference to the ability of advisers to service clients efficiently and cost effectively. Price and costs are just one set of considerations, it’s equally, if not more critical, to opt for proven and reliable solutions which keep pace with innovation and are closely aligned to a practice’s requirements. #shares #wealth #investing #financialadvice #SMSF #tradingtechnology #platforms

Technology and Resilience: Key for Buy-Side Firms in a Competitive Multi-Asset Landscape Drawing insights from the recent 'Acuiti State of the Market: FCMs’ Front-Office' Report, the challenges and advancements identified in the clearing business highlight parallel needs for buy-side firms. Investment in advanced technology for multi-asset trading, data management, and operational resilience is critical for buy-side firms facing today’s dynamic investment environment. Key Takeaways from the Report (adapted for buy-side relevance): - Competitive Edge Through Technology As clearing firms leverage technology for algorithmic trading and global market coverage, buy-side firms also need sophisticated tools to stay competitive. The report shows that technology investment is essential not only to enhance execution capabilities but also to meet evolving client demands. - Data Integration Across Front-to-Back Workflows The report underscores the barriers posed by data fragmentation, which apply equally to buy-side firms aiming for seamless workflows. Streamlined data integration is essential for front-to-back efficiency, real-time risk assessment, and reducing the need for manual interventions. - Consolidation of Platforms for Multi-Asset Trading According to the report, nearly half of FCMs are consolidating OMS across asset classes. This strategy can equally benefit buy-side firms, enabling them to unify data sources, simplify multi-asset management, and reduce costs, despite the initial investment required. - Operational Resilience Driven by Regulatory Demands With regulations like DORA impacting operational resilience, buy-side firms must ensure robust backup systems and compliance readiness to mitigate operational risks. The report highlights the urgency of these measures in the face of increasing regulatory scrutiny. Challenges for Buy-Side Firms (as highlighted by the report): - Rising costs for regulatory compliance and technology upgrades. - Complexity of integrating disparate systems for multi-asset trading. - Operational risks linked to market volatility and demand for comprehensive pre-trade controls. The report demonstrates that while these insights are specific to clearing businesses, the strategic imperatives for buy-side firms are clear - Investing in advanced technology and resilience measures is essential to remain competitive and operationally robust in a fast-evolving market landscape. #buyside - Are you ready to adapt and lead in this competitive multi-asset environment? #marketrisk #datamanagement