
This report represents the Financial Markets Infrastructure edition of the Capital Markets Previsory 2023 report series. While FMIs are benefiti…
Subject to reasonable use.
Subject to reasonable use.
This report represents the Financial Markets Infrastructure edition of the Capital Markets Previsory 2023 report series. While FMIs are benefiti…
As I wrote about in my first Celent blog, the capital markets post-trade industry is transforming, and none too soon.In that vein, The Depositor…
These are exciting times in the global post-trade sector, one that has not historically been associated with innovation but is ripe for technolo…
The demand for applications is growing faster than the supply of developers to deliver them. A new era of low/no-code development is emerging, w…
When it comes to the capital markets, a shift is underway in the process of application development. This is driven by increasing demands across…
The fallout of the Covid-19 pandemic is likely to have ramifications in a number of areas within capital markets, for example shift to remote wo…
The world had a tough 2020 but, unlike the 2008 financial markets crisis, this time capital markets emerged as the hero as governments worldwide…
A Year of Extremes… It certainly has been a year of extremes with many superlatives required to describe the situation; but also, a year with pl…
リサーチは投資情報戦略の動力源です。投資の意思決定がより高度になるにつれ、複雑なデータフローを管理し、ワークフローをサポートし、同じチームの複数のメンバーが共同で投資調査を行うことができるようにする必要性が高まっています。 リサーチ・マネジメント・システム(RSM)は、バイサイドのフロン…
The following report provides a high-level landscape of the major vendors within the net asset value (NAV) oversight and contingency ecosystem.…
Research helps power the investment engine. With investment decision-making getting more advanced, there is an increasing need to manage complex…
During the first half of this year, Celent conducted in-depth conversations with global asset managers about their back office NAV oversight and…
Set to go into effect on June 30, Reg BI requires US broker‐dealers to adhere to a best interest standard of care when making a recommendation o…
Celent explores the opportunities and challenges of the morphing sell side front office in this cross asset trading technology piece. The advent…
It took just a few days this March for a booming US economy to stop in its tracks, and a few weeks to end a 10-year bull market. As markets crat…
Increasingly, risk offices at financial institutions are using advanced data management and artificial intelligence (AI), orchestration, high-pe…
I’m extremely excited to announce my participation as a speaker at this year’s TradeTech FX Conference. The conference dates are February 16–18,…
The specialized technology that supports risk management functions has traditionally been supplied by internal development teams as well as by e…
FX is at the greatest inflection point since Nixon decoupled the dollar from gold in 1971. Foreign exchange (FX), and its technology demands, ar…
Globally, the financial environment remains in an ultra-low interest rate environment and there is a high probability that interest rates will r…
Know Your Customer (KYC) attracts ever-increasing scrutiny from regulators and has become one of the most complex operational areas in anti-mone…
The clock is ticking for financial institutions (FIs) to adequately prepare for the seismic shift from the London Interbank Offered Rate (LIBOR)…
The (L)IBOR rate which we have all known and loved-then vilified and hated is going away. Regulators and market watchers saw the rate has easily…
Within the domain of financial asset-liability (ALM) and balance sheet risk management, next generation technology and emerging digital approach…
The G-20 mandates are the gift that keeps on giving. Initial Margin (IM) is the latest installment in regulations aimed at reducing risk in OTC…
Initial margin (IM) requirements are a global regulatory regime intended to limit systemic contagion by offsetting losses if an OTC derivatives…
Digital technology enablement could augment alpha generation for active managers and stem the erosion against the tidal wave of passive investin…
Inappropriate conduct has cost the financial services industry a significant amount in direct losses, lawsuits, and fines since the last financi…
Celent shares prospective developments from innovative solutions and business models around shared services, utilities, and joint ventures as a…
The specialized technology that supports risk management functions has traditionally been supplied by internal development teams as well as by e…
The market for IT services continues to grow as providers rebound in the wake of the pandemic. On one end, commoditization of technology infrast…
This year, Celent interviewed 25 chief information officers and senior technology leaders of global market infrastructure (MI) to understand the…
Market Pain Points Risk-centric and market structure regulations continue to create complex requirements that pose integration and information c…
The world had a tough 2020 but, unlike the 2008 financial markets crisis, this time capital markets emerged as the hero as governments worldwide…
FicTech is reinventing the fixed income technology space with ever greater speed, with an increasing number of players addressing the issuance a…
Broker-dealers continue to watch how the SEC and FINRA interpret and enforce Regulation Best Interest (Reg BI) and Form CRS. On October 26th, th…
Regulation based on principle will generate uncertainty; such are the challenges of interpretation. In the case of Reg BI, the tests involved in…
Employee conduct is critical for financial institutions due to the reputational and regulatory risks. It is a complex, enterprise-wide area invo…
Improving data management is a journey; in recent years many FIs have been ushering in changes to break down data silos and simplify data archit…
It took just a few days this March for a booming US economy to stop in its tracks, and a few weeks to end a 10-year bull market. As markets crat…
March Madness: Month 1 of Covid-19 A brief look at the end of the beginning from a trading and communication perspective. A look at how trading…
In my previous post, I proposed a new, virtual model for regulatory reviews, one that leverages the enterprise-wide lens furnished by modern com…
So-called collaboration tools like Zoom and Slack were on the radar of SEC and other regulators well before COVID-19. In fact, FINRA made explic…
EVOLUTION AND REVOLUTION IN RISK AND COMPLIANCE Risk and compliance in the financial industry is at a watershed moment. While continuing to be h…
This report represents the Financial Markets Infrastructure edition of the Capital Markets Previsory 2023 report series. While FMIs are benefiti…
As I wrote about in my first Celent blog, the capital markets post-trade industry is transforming, and none too soon.In that vein, The Depositor…
These are exciting times in the global post-trade sector, one that has not historically been associated with innovation but is ripe for technolo…
The demand for applications is growing faster than the supply of developers to deliver them. A new era of low/no-code development is emerging, w…
When it comes to the capital markets, a shift is underway in the process of application development. This is driven by increasing demands across…
The fallout of the Covid-19 pandemic is likely to have ramifications in a number of areas within capital markets, for example shift to remote wo…
The world had a tough 2020 but, unlike the 2008 financial markets crisis, this time capital markets emerged as the hero as governments worldwide…
A Year of Extremes… It certainly has been a year of extremes with many superlatives required to describe the situation; but also, a year with pl…
リサーチは投資情報戦略の動力源です。投資の意思決定がより高度になるにつれ、複雑なデータフローを管理し、ワークフローをサポートし、同じチームの複数のメンバーが共同で投資調査を行うことができるようにする必要性が高まっています。 リサーチ・マネジメント・システム(RSM)は、バイサイドのフロン…
The following report provides a high-level landscape of the major vendors within the net asset value (NAV) oversight and contingency ecosystem.…
Research helps power the investment engine. With investment decision-making getting more advanced, there is an increasing need to manage complex…
During the first half of this year, Celent conducted in-depth conversations with global asset managers about their back office NAV oversight and…
Set to go into effect on June 30, Reg BI requires US broker‐dealers to adhere to a best interest standard of care when making a recommendation o…
Celent explores the opportunities and challenges of the morphing sell side front office in this cross asset trading technology piece. The advent…
It took just a few days this March for a booming US economy to stop in its tracks, and a few weeks to end a 10-year bull market. As markets crat…
This report represents the Financial Markets Infrastructure edition of the Capital Markets Previsory 2023 report series. While FMIs are benefiti…
Effective data management includes broad technology tools that are focused on optimizing data collection, quality control, processing, and analy…
Celent’s parent company, Oliver Wyman, recently published a paper on the transformation of banking using AI (The AI Revolution in Banking). It i…
As I wrote about in my first Celent blog, the capital markets post-trade industry is transforming, and none too soon.In that vein, The Depositor…
Banking is one of the most data-intensive industries, with data woven into every facet of client experience, banking operations, and servicing.…
These are exciting times in the global post-trade sector, one that has not historically been associated with innovation but is ripe for technolo…
I recently joined the Celent Corporate Banking Practice, having spent most of my career working at the intersection of business and technology w…
Over the past week, I had the great opportunity to present at two events – Celent’s inaugural Asia webinar series and the Toronto Machine Learni…
The demand for applications is growing faster than the supply of developers to deliver them. A new era of low/no-code development is emerging, w…
In this discussion, Aneesh Chopra,President, CareJourney, who served in the Obama Administration as the first US Chief Technology Officer, chatt…
Investment firms are continuing to reprioritize technology investments to focus on strategic data enablement, with broader aims of relieving pre…
Congratulation QSuper, HSBC Securities Services and Goldman Sachs on being Celent’s Model Capital Markets award winners! Links to the case studi…
QSuper's Enterprise Data Management platform initiative is the winner of Celent’s 2022 Model Asset Manager Award for Technology Infrastructure M…
Legend, an open source technology platform offered by Goldman Sachs and FINOS, tackles the rapidly growing challenge of ensuring timely access t…
Driven by imperatives around digitization, AI and the exploitation of strategic data insights, we are observing a continued renewal and elevatio…
This report represents the Financial Markets Infrastructure edition of the Capital Markets Previsory 2023 report series. While FMIs are benefiti…
As I wrote about in my first Celent blog, the capital markets post-trade industry is transforming, and none too soon.In that vein, The Depositor…
These are exciting times in the global post-trade sector, one that has not historically been associated with innovation but is ripe for technolo…
The demand for applications is growing faster than the supply of developers to deliver them. A new era of low/no-code development is emerging, w…
When it comes to the capital markets, a shift is underway in the process of application development. This is driven by increasing demands across…
The fallout of the Covid-19 pandemic is likely to have ramifications in a number of areas within capital markets, for example shift to remote wo…
The world had a tough 2020 but, unlike the 2008 financial markets crisis, this time capital markets emerged as the hero as governments worldwide…
A Year of Extremes… It certainly has been a year of extremes with many superlatives required to describe the situation; but also, a year with pl…
リサーチは投資情報戦略の動力源です。投資の意思決定がより高度になるにつれ、複雑なデータフローを管理し、ワークフローをサポートし、同じチームの複数のメンバーが共同で投資調査を行うことができるようにする必要性が高まっています。 リサーチ・マネジメント・システム(RSM)は、バイサイドのフロン…
The following report provides a high-level landscape of the major vendors within the net asset value (NAV) oversight and contingency ecosystem.…
Research helps power the investment engine. With investment decision-making getting more advanced, there is an increasing need to manage complex…
During the first half of this year, Celent conducted in-depth conversations with global asset managers about their back office NAV oversight and…
Set to go into effect on June 30, Reg BI requires US broker‐dealers to adhere to a best interest standard of care when making a recommendation o…
Celent explores the opportunities and challenges of the morphing sell side front office in this cross asset trading technology piece. The advent…
It took just a few days this March for a booming US economy to stop in its tracks, and a few weeks to end a 10-year bull market. As markets crat…
In times of economic stress, with high inflation, increasing borrowing costs, and exchange rate volatility, tools for managing liquidity become…
In late 2022 I posted on the criticality for treasuries to manage cash and liquidity, It’s all About the Cash – Thoughts from AFP 2022. In respo…
Effective data management includes broad technology tools that are focused on optimizing data collection, quality control, processing, and analy…
Celent’s parent company, Oliver Wyman, recently published a paper on the transformation of banking using AI (The AI Revolution in Banking). It i…
Beyond enabling analytics and insights, corporate banking data is the foundation of new product and service innovations, and the move to Open Ba…
In this report, we look at how data solutions play a role to provide support for actuary and underwriting functions in the insurance value chain…
Banking is one of the most data-intensive industries, with data woven into every facet of client experience, banking operations, and servicing.…
Profound shifts born from the wave of regulatory, capital, passive investing, and fee compression trends are continuing to alter the investment…
The demand for applications is growing faster than the supply of developers to deliver them. A new era of low/no-code development is emerging, w…
In this discussion, Aneesh Chopra,President, CareJourney, who served in the Obama Administration as the first US Chief Technology Officer, chatt…
Last month I was honored to participate in the TradeTech FX annual conference in Miami, FL, and to assist by hosting a keynote interview and mod…
Investment firms are continuing to reprioritize technology investments to focus on strategic data enablement, with broader aims of relieving pre…
QSuper's Enterprise Data Management platform initiative is the winner of Celent’s 2022 Model Asset Manager Award for Technology Infrastructure M…
The FWD Group Data team developed a smart insurance framework, an AI-everywhere approach that aims to transform the insurance journey by leverag…
Driven by imperatives around digitization, AI and the exploitation of strategic data insights, we are observing a continued renewal and elevatio…
Owing to a confluence of regulatory, structural and pandemic-related factors, NAV Oversight and Contingency is in focus. Not only are Asset Mana…
This report represents the Financial Markets Infrastructure edition of the Capital Markets Previsory 2023 report series. While FMIs are benefiti…
Effective data management includes broad technology tools that are focused on optimizing data collection, quality control, processing, and analy…
Celent’s parent company, Oliver Wyman, recently published a paper on the transformation of banking using AI (The AI Revolution in Banking). It i…
As I wrote about in my first Celent blog, the capital markets post-trade industry is transforming, and none too soon.In that vein, The Depositor…
The interest in sustainable and impact investing remains high, and while scepticism is developing, much of this is focused on the potential for…
Beyond enabling analytics and insights, corporate banking data is the foundation of new product and service innovations, and the move to Open Ba…
Banking is one of the most data-intensive industries, with data woven into every facet of client experience, banking operations, and servicing.…
These are exciting times in the global post-trade sector, one that has not historically been associated with innovation but is ripe for technolo…
I recently joined the Celent Corporate Banking Practice, having spent most of my career working at the intersection of business and technology w…
Over the past week, I had the great opportunity to present at two events – Celent’s inaugural Asia webinar series and the Toronto Machine Learni…
The demand for applications is growing faster than the supply of developers to deliver them. A new era of low/no-code development is emerging, w…
In this discussion, Aneesh Chopra,President, CareJourney, who served in the Obama Administration as the first US Chief Technology Officer, chatt…
ESG criteria promotes doing business for good and holds organization accountable for actions that are damaging to the people and planet it aims…
Investment firms are continuing to reprioritize technology investments to focus on strategic data enablement, with broader aims of relieving pre…
Congratulation QSuper, HSBC Securities Services and Goldman Sachs on being Celent’s Model Capital Markets award winners! Links to the case studi…
This report represents the Financial Markets Infrastructure edition of the Capital Markets Previsory 2023 report series. While FMIs are benefiti…
As I wrote about in my first Celent blog, the capital markets post-trade industry is transforming, and none too soon.In that vein, The Depositor…
These are exciting times in the global post-trade sector, one that has not historically been associated with innovation but is ripe for technolo…
The demand for applications is growing faster than the supply of developers to deliver them. A new era of low/no-code development is emerging, w…
I’m extremely excited to announce my participation as a speaker at this year’s TradeTech FX Conference. The conference dates are February 16–18,…
When it comes to the capital markets, a shift is underway in the process of application development. This is driven by increasing demands across…
The strategic importance of value adjustments (XVA) and counterparty credit risk (CCR) management continues to be in the forefront of capital ma…
The fallout of the Covid-19 pandemic is likely to have ramifications in a number of areas within capital markets, for example shift to remote wo…
The world had a tough 2020 but, unlike the 2008 financial markets crisis, this time capital markets emerged as the hero as governments worldwide…
A Year of Extremes… It certainly has been a year of extremes with many superlatives required to describe the situation; but also, a year with pl…
リサーチは投資情報戦略の動力源です。投資の意思決定がより高度になるにつれ、複雑なデータフローを管理し、ワークフローをサポートし、同じチームの複数のメンバーが共同で投資調査を行うことができるようにする必要性が高まっています。 リサーチ・マネジメント・システム(RSM)は、バイサイドのフロン…
The strategic importance of value adjustments (XVAs) and counterparty credit risk (CCR) management continues to be in the forefront of capital m…
This year, COVID market turbulence saw significant losses from capital markets participants, especially dealer and regional banks, associated wi…
The following report provides a high-level landscape of the major vendors within the net asset value (NAV) oversight and contingency ecosystem.…
Research helps power the investment engine. With investment decision-making getting more advanced, there is an increasing need to manage complex…