Keith Burman, Senior Managing Director State Street in Luxembourg

The countdown to the July introduction of the Alternative Investment Fund Managers Directive (AIFMD) is underway. Many fund managers are already well-prepared for this far-reaching regime change, but for others there may be a need to accelerate the pace of preparation.  

Ted Leveroni, Executive Director, Derivatives Strategy, Omgeo

Within a matter of weeks, central clearing requirements for interest rate and credit default swaps will be introduced in Europe. Ted Leveroni, executive director of derivatives strategy at Omgeo, discusses the collateral implications of the new rules and market participants’ operational readiness. 

Guy Simpkin, Head of Business Development and ETF strategy for BATS Chi-X Europe

European equities market structure has undergone a transformation designed to open barriers to cross-border equities trading, and the European ETF market may be on the cusp of a similar evolution.  

John Rivett, Global Head of Regulatory & Industry Affairs, Corporate & Investment Bank, J.P. Morgan

Collateral has taken center stage in light of regulations that are increasing oversight, focusing on reducing risk and compelling systemic market change. With Basel III, Solvency  II, Dodd-Frank and EMIR all calling for transactions tobe collateralized to mitigate risk, the expected volume of collateral is expected to increase dramatically.

Geoff Hodge, CEO of Milestone Group, examines the fundamental but often overlooked need for a dynamic operating model to achieve business effectiveness and competitiveness in today’s fund servicing sector.

John Murphy, Managing Director, Trace Financial Limited

At Trace Financial we’ve spent many years working on financial messaging projects with our clients.  We’ve seen how, over the last couple of decades, the nature of the beast has changed, gradually but significantly. The main challenges today are nothing like those that were faced in earlier times. Those who are not actually working at the coalface of messaging may not have registered the significance of the shift. In this article we’ll take a look at these changes, and see how a firm’s approach to messaging can be improved. 

Mark Johnson, VP Global Sales, Asset Control

Operational processes at financial services firms could use a spring clean. Over the last few years, financial institutions have clung onto outdated data management structures to support trading, portfolio management, compliance and risk management. As a result, the financial system has a significant number of toxins within its assets, operations and, down at the core, its data. Unless action is taken, financial services firms risk becoming akin to hoarders, where mountains of clutter threaten to engulf the people around them.

Ron Jordan, Managing Director and Chief Data Officer, DTCC

The financial crisis of 2008 triggered a wave of regulatory reforms aimed at increasing the transparency and the resilience of the financial system. For regulators, the key to performing systemic risk analysis will be their ability to have a complete and consistent view of all exposures built through financial activity. 

Alan Beer, COO of Vermilion explores how client reporting can turn ever-evolving investor demands and regulatory scrutiny to a competitive advantage for Asset Managers.

Today’s investor understands that the landscape remains challenging, however, investment is still required to meet long-term goals and objectives. The emphasis is now on the asset managers to prove their worth by providing much more in the way of servicing their clients, for both client retention and expansion.

Tanuja Randery, CEO of MarketPrizm

Increasing financial regulation and competitive pressures are driving organisations to re-think and re-invest in their data management strategies.  In order to comply with demands for greater transparency and stay ahead of the game, senior management must be able to access data quickly and easily, in ways that enable them to make strategic decisions across their business.