Following TSAM Boston, read our latest blog which explores the buy versus build dilemma. We provide tips for COOs to transform operational capabilities, drive process efficiencies and generate business value.

Droit, a technology firm at the forefront of computational law and regulation, will partner with FINBOURNE Technology, a provider of cloud-based investment data management software, to launch an end-to-end position reporting solution for increased regulatory transparency.

In the first of a two-part blog series, we delve into the history and future of Enterprise Data Management (EDM) in investment management, and how it has been fundamental to the growth of the industry.

At the recent InvestOps USA event in Orlando, FINBOURNE’s Christopher Farrell and a series of data experts explored the characteristics of a ‘data-first’ mindset, and a culture where data is not just an afterthought but a strategic asset driving decision-making at every level. 

For investment firms, the adoption of cloud technology is a vital component to achieving digital transformation goals, offering unparalleled opportunities for cost efficiency, scalability, and innovation.

Managing data efficiently is essential for financial services firms. However, many are still dependant on legacy systems which limit the effectiveness of their Portfolio Management capabilities.

In our latest blog, we uncover how organisations now have the opportunity to achieve their potential with SaaS technology. By unlocking the value of data, firms are increasingly realising the benefits as a force behind AUM growth and alpha generation.

Northern Trust, one of the largest asset servicers in the world, has selected FINBOURNE Technology to provide enhanced valuations and reporting capabilities for their enterprise global technology. 

It’s become clear in recent years that the ability to maximise the potential of data when managing portfolios is one of the key factors that separates successful asset managers from those that fall by the wayside. In this piece, we uncover the benefits of SaaS technology and how to access the information needed for effective, data-driven decision making.

Pension Insurance Corporation (PIC), the specialist UK pension insurer, has chosen FINBOURNE Technology to provide investment data management capabilities, to help drive their data strategy.  

Christopher Farrell, Head of US and Global Head of Strategy at FINBOURNE Technology, explores how firms can prepare for T+1 to gain a competitive advantage: increasing automation and solving the inherent data management and processing challenges that firms face today.

At the recent AWS Capital Markets Financial Data Forum, Yugo Ashida, Head of ISS Enterprise Architecture, Fidelity International and Stephen Collie, Co-Founder, FINBOURNE Technology delved into some of the data challenges caused by traditional asset management practices and uncover how FINBOURNE’s Modern Financial Data Stack is enhancing interoperability and driving sustainable growth.

In a recent Q&A with Markets Media, Alexander Monte, Director, Asset & Wealth Management Consulting – North America at Alpha FMC, and Christopher Farrell, Head of US and Global Strategy at FINBOURNE Technology explore the benefits of a modern data pipeline, to adapt and innovate in a dynamic and competitive market.

Machine Learning (ML) dominates the narrative in financial services, just as in practically every other industry. In this piece we examine its current use cases and why the take up in Investment Management hasn’t been more widespread. We’ll then look at practical and achievable steps to harness relevant aspects of the innovation. 

In the latest of our Culture and Diversity interview series, we speak to Georgia Stewart, CEO and Co-founder of Tumelo. In this interview, Georgia tells us more about Tumelo’s mission and why technology has the potential to create a more transparent and representative stewardship process, to deliver better outcomes for investors and the industry as a whole.

Given the increasing complexity and volume of datasets that buy-side managers are now confronted with, the requirement for shrewd data management is now crucial. FINBOURNE’s Nicholas Wood explores the common data management buzzwords buy-side managers come across and how to apply the right technology to enhance your data strategy.

Omba Advisory & Investments Ltd, a London-based investment management firm has chosen FINBOURNE Technology’s SaaS-native Modern Financial Data Stack as its operational data hub. The firm will leverage FINBOURNE’s LUSID PMS and Luminesce, for portfolio management and improved data consolidation, respectively, to help scale their investment operations. 

FINBOURNE speaks to Joanna Munro, CEO, HSBC Alternatives and Bhavini Parmar, Alternatives Product Delivery Manager at HSBC Asset Management. Joanna and Bhavini are both members of the Diversity Project’s new Future Female Fund Manager’s Pathway. In this interview, we hear about their experiences and why programs like these are crucial to creating parity in financial services.

Seilern Investment Management, the independent and privately-owned quality growth investment management firm, has selected FINBOURNE Technology’s Modern Financial Data Stack to scale its investment operations, amid rapid growth. The firm will leverage FINBOURNE’s LUSID platform as a cloud-native data hub, to enhance its investment-decision making and client services.  

While sustainability, climate change and biodiversity have taken the spotlight for much of this decade, ESG is not about sustainability alone, it’s about people and planet. If the best performing companies on mainly green performance indicators are not delivering on wider DEI factors, then can they really be considered ESG-compliant? FINBOURNE’s Matthew Luff considers the growing lack of correlation across E, S and G metrics, with data and analysis from Denominator and Corporate Knights.

On this International Women’s Day, the official United Nations theme for which is incidentally, ‘Innovation and technology for gender equality’, we talk to Julia Streets, tech and entrepreneurship champion and active campaigner for innovation, Diversity, Equity and Inclusion (DEI).

FINBOURNE Technology announces a partnership with market-leading debt provider, Kreos Capital, to secure up to a £30 million debt facility. The funding forms an extension to FINBOURNE’s Series A round and strengthens FINBOURNE’s efficient capital structure, enabling it to swiftly respond to market opportunities, as it expands its international footprint.

Welcome back to FINBOURNE Five, a series succinctly covering core data management approaches and concepts in five minutes or less. In this latest piece, we explore the makeup of FINBOURNE’s Modern Financial Data Stack (MFDS), its ability to de-risk operational change and importantly, how it can future-proof investment operations, to fuel growth.

Welcome back to FINBOURNE Five, our series of short ‘explainer’ blogs on all things data management, in five minutes or less. In this second installment, Sales Engineer, Stephen LeMasney, explores the critical factors to consider when looking for a SaaS data management platform, and why a cloud-native platform with innate financial sense is crucial to gaining immediate value and driving operational growth.

In the latest edition of our ‘Life at FINBOURNE’ series, we speak to Kevin Roice, one of eight Durham University graduates to join this year’s summer internship programme. Hear about Kevin’s experience, what he enjoyed most and why he thinks FINBOURNE is an excellent place for interns to kick start a career in FinTech.

FINBOURNE Technology today announces a new partnership with global Diversity, Equity, & Inclusion (DEI) data & scoring provider, Denominator. The partnership aims to closely support the global Buy Side, as it responds to increasing demands for DEI transparency, amid a new generation of value-based investors.

In this Q&A, Michael Cummins, portfolio management lead at FINBOURNE Technology, deconstructs some of the key findings from the recent AIMA Emerging Stronger industry report. The Q&A uncovers the vast opportunity that rising allocator interest brings, and the operational challenges that emerging hedge funds can tackle with SaaS technology to achieve scale and success.

Mittal Shah discusses the value of D&I to Financial Services businesses, based on the stark findings of recent industry research. The article explores why D&I still has a way to go in financial services, the need for leadership buy-in and the significant benefits it can deliver to the business, its employees and society at large.

In part two of this commentary, and following our recent attendance at TSAM London, Stephen Collie, Head of Sales Engineering, FINBOURNE Technology explores the makeup of the modern data stack and how incremental innovation is critical in the transition to an interoperable future.

In part one of this commentary, Stephen Collie, Head of Sales Engineering, FINBOURNE Technology, summarises the main challenges raised in the keynotes and panels at The Summit for Asset Management (TSAM) in London, and why speaking the same language is vital to creating operational resilience.

Private markets funds are leading the way in sustainability but with new regulatory measures, a changing investor profile and increasing due diligence, Matthew Luff explores how an interoperable approach to ESG data management can make all the difference, and form a vital tool in the private fund managers’ toolkit.

Addressing ESG data at the root of investment management operations will be critical in the coming years. So, how do asset managers monitor and respond to climate change and biodiversity risks, and importantly show progress not only against targets, but in generating real change?

Following engagement with the major stakeholders, and FINBOURNE’s own Design Council, Neil Ryan, FINBOURNE’s CTP Lead, explores the hurdles both the UK and EU authorities face, as they move towards a Consolidated Tape or Tapes (CT). From data quality to deferrals, we explain why market practice – in parallel to legislation – provides the optimal path forward, to the creation of a resilient market mechanism.

At nearly USD 3 trillion, digital assets such as cryptocurrencies are enjoying their hey-day as the new ‘digital gold’ and the hedge fund industry is no stranger to the asset class. FINBOURNE’s Michael Cummins and Tim Wong explore the allure of cryptocurrencies for systematic hedge funds and why achieving scale and diversification, through the use of SaaS technology is essential to striking gold.

FINBOURNE speaks to Nadia Edwards-Dashti, Co-founder and Chief Customer Officer at the technology recruitment firm, Harrington Starr. We hear about her career journey, her new book and her efforts to transform the finance industry in the future.

In part two of Asset Management 2022 vs 2035: from surviving to thriving, we fast forward to 2035 and look at how SaaS technology, fintech innovation, and a new on-demand era has changed the way asset managers operate in the future.

As FINBOURNE turns 5, CEO and Co-Founder Thomas McHugh pens his thoughts on being a mission-driven company, as we move from start-up to scale-up. And why challenging the status quo, to solve diminished trust, transparency and timeliness of data, has a clear social impact across the investment ecosystem.

Railpen, one of the largest pension funds in the UK, with c.£35 billion AUM, has opted for FINBOURNE’s cloud, investment data management platform, LUSID, as its Investment Book of Record (IBOR).

FINBOURNE Technology has joined the Dutch Authority for the Financial Markets’ (AFM) regulatory sandbox, to drive the creation of a Consolidated Tape Provider (CTP).

Christopher Farrell, COO of FINBOURNE Technology, explores the current challenges buy-side firms face with ESG data, highlighting the need to establish a new standard for ESG data management to make sustainable finance a success.

As COP26 draws to a close, it is clear that the urgency for change, together with investor demand for greater transparency and new reporting requirements will significantly shape the future of Sustainable Finance. But to create meaningful change, the industry must first overcome the ESG data challenges it faces today. FINBOURNE speaks to Sue McLean and Caitlin McErlane at Baker McKenzie, a leading global advisory and legal firm, to learn their perspectives around the critical roles of technology, data, and regulation. 

Baillie Gifford, a global investment partnership with £352bn (US$ 486.8bn) assets under management, has selected FINBOURNE Technology’s investment data management platform, LUSID, as the Investment Book of Record (IBOR) for its global investment operations. The platform will deliver a consolidated source of real-time investment data across Baillie Gifford’s equity, fixed income and multi-asset portfolios.

Thomas McHugh uncovers the human cost of inaction when it comes to data overload in the buyside. And why more than anything, firms need to move away from burnout and towards data empowerment. De-risking operational change and solving the limitations of legacy tech, is critical to breaking the status quo of inertia. The question is: can you really afford to live with the data overload, any longer?

In this latest article, Thomas McHugh explores the perfect storm that asset managers are heading into, as we move towards more heavily regulated markets and grapple with a failing investment process. And at the centre of it, is the inability to access, understand and control data.

FINBOURNE Technology’s SaaS investment data management platform, LUSID will be adopted by LSEG – London Stock Exchange Group – wealth and investment solutions businesses as a digital data component.

Chris Brook, Co-founder and Head of Platform Engineering, FINBOURNE Technology, shares the limitations of the new tech trend ‘low-code, no-code’ as it applies to investment management operations.

While asset managers are not in the business of data management, there is no denying that data is central to investment management. Accessing and understanding data in the investment chain is crucial.

The incoming Chief Data Officer (CDO) is transitioning into the organisation. His predecessor is “seeking exciting new opportunities outside the organisation”. On his way out after the handover week the outgoing CDO hands his replacement three numbered envelopes…

– Fidelity selects FINBOURNE’s LUSID platform to drive data strategy for its global asset management business – Fidelity International Strategic Ventures invests into FINBOURNE’s latest funding round Fidelity International, London, 21 July 2021: To address the growing need to prioritise data as a strategic asset and to better serve its clients with new growth initiatives,… Continue reading Fidelity International onboards FINBOURNE’s LUSID platform and makes strategic investment

Earlier this week we held a webinar discussing illiquid markets. This blog highlights some of the themes that arose: the origins and nature of the liquidity challenges, the data solution to those challenges and how the right toolset will empower gathering, consolidating and incorporating the data solution not only to inform allocation strategies, but also… Continue reading Operating in illiquid markets: Consolidating disparate data sets to develop your investment insight

This week, we sit down with Chris Dearie, Deputy CEO, and Roland Anderson, CTO of TP ICAP’s Data & Analytics business. In a wide-ranging chat, we discuss how TP ICAP is providing insights as well as data to buyside clients and the potential game-changing impact Google Cloud could have on the buyside.

In this piece we take a look at the challenges the transition could present to the buy-side, regulatory considerations and how flexible architecture could present a solution to mitigating some of these challenges.

In this interview, Gus Sekhon, our head of product, sits down with Aviva Investors’ Michelle Calcutt and Andrew Morrison to talk all things customer experience related.

Investment fund infrastructure has not typically been optimised for the rapid exchange of information, but rather for functionality around a narrow set of instruments, vendor services and third-party administrators.

In today’s interview, Dermot Shortt, FINBOURNE Chairman sits down with Olivia Vinden, Alpha FMC’s Head of Fintech and Innovation. We discuss automation, how buyside firms are using data analytics in distribution as well as their investment processes and why ecosystems are so important today.

In the first of our FINBOURNE interviews series, Dermot Shortt, FINBOURNE Chairman sits down with David Pierson, Director, OMBA Advisory & Investments.

This week, I spoke on a panel at the HFM European Technology Summit about the future of hedge fund technology. Here are my thoughts following the panel.

Legacy systems and data limitations are major barriers to implementing an effective machine learning strategy. In this blog post, we explore how the right technology can help investment managers overcome these barriers.

This post is the second in a series looking at investment data management topics that come up regularly in our work with fund managers. We’ve spoken with around 100 small hedge funds and asset managers specifically to learn about their experiences setting up platforms and operations, and growing the business. This post concerns the fund… Continue reading Fund start-up pain and making mistakes for the long term

The problems that an IBOR is trying to solve are well understood, but there are many shortcomings with the approach. The best analogy that we’ve come across came from a recent conversation with the CDO at a global investment firm. He compared implementing an IBOR with building a self-driving car. For a vehicle to be… Continue reading Do you even need an Investment Book of Record (IBOR)?

While retail banks have mostly been dragged kicking and screaming into the UK government-backed Open Banking initiative, the fund investment industry should treat it as an opportunity to remove unnecessary cost, connect more closely with their customers and build better services.

This is the first in a series of posts looking at some of the questions we’re regularly asked about improving the investment data management process. Today we’re looking at reconciliations.

On a recent cycle ride, a fellow cyclist asked me what FINBOURNE does. Before I could reply a friend interjected with “FINBOURNE is building a ‘Strava’ for investment data”.

Bitemporal data is a fundamental principle in our LUSID platform, yet the term is not very common amongst technologists nor business users. It can be a complex concept to describe, and I’ve been thinking of a simple example to help illustrate it…

FINBOURNE Technology launches LUSID™ a revolutionary replacement software system for the asset management industry.

Huge amounts of money are being spent on bolt-on regulatory technology. Why don’t we embrace the capabilities of our digital infrastructure and allow the data required by regulation to be gathered as part of the core business process. I worry that a lot of the RegTech industry is just barking up the wrong tree.

During the first quarter of 2017, European asset managers enjoyed inflows of EUR210bn – the highest in 5 years. This is great news and points to a wider theme that governments around the world are shifting responsibility for savings and retirement to the private sector – all good for investment managers.