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Publication Name: Wealth and Capital Markets Blog

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Joined: October 14th, 2011

Activity

Wealth and Capital Markets Blog wrote a new blog post titled We Might Need to Reconcile

Just got back from the FTF Sec Ops Conference in Boston. Front-to-back asset management work flow was the main focus of the conference with some of the largest asset managers represented but also well represented by smaller AuM AMs. It is amazing the range of technology that covers the buy side, from cutting edge fintech to AMs with less cutting edge technology that are still parsing faxes. Don’t get me wrong there is nothing wrong here; remember in business there are never problems just issues to be solved! The major observation here is that while fintech players, as well as...
(36 days ago)

Wealth and Capital Markets Blog wrote a new blog post titled Liquidity and Collateral: getting the blood to flow again

Cash is a dirty word for some cultures, but not for financial services, on the contrary. But I am not talking about the old images of the stingy bankers holding on to their $ bills or about Scrooge McDuck. Banks, custodians, CCPs, CSDs and exchanges are the financial institutions that enable the exchange of cash for securities, the movement of cash between bank accounts, the securitization of cash, the transformation of cash into collateral. Without these markets players entire economies cannot function: they are the safe and resilient pipes and the pipe operators that enable companies to...
(40 days ago)

Wealth and Capital Markets Blog wrote a new blog post titled Should Asset Managers Pay for Shelf Space?

Last week a wealth management firm announced it would stop selling Vanguard mutual funds, though clients of the firm can still add money to existing Vanguard investments through 1Q18 and purchase Vanguard ETFs. Like many in the investment industry, my first thought was that this firm did this because Vanguard does not pay for the distribution of its funds (aka “shelf space”).  This week that same firm told InvetmentNews that they decided to stop selling Vanguard mutual funds because they are trying to treat all asset managers the same.  In this case, the argument is...
(75 days ago)

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