Thought Leadership
We strive to anticipate, identify and analyze industry trends, financial news and events and to inform you of our findings.
Your business issues are our business issues. We collaborate with clients, industry and market specialists, and our own team of highly knowledgeable experts around the world to understand the meaning and nature of the evolving financial markets. We do this to help you prepare for the challenges and opportunities in today's global markets.
VIDEO: New Dynamics - The Changing Landscape for Asset Servicing in EMEAHani Kablawi, Head of Asset Servicing for Europe, Middle East and Africa explores the key priorities for institutional investors as they seek to grow and transform their businesses in today's challenging and evolving environment. Author: Hani Kablawi
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Middle-Office and Back-Office Outsourcing: Successful Lift Outs or Co-sourcing Arrangements Hold Promise for Japanese Asset Management FirmsIn this paper the Nomura Research Institute and BNY Mellon discuss global and Japanese outsourcing trends, the labor tradition challenges that outsourcing providers face in Japan, co-sourcing as a potential outsourcing model, and a successful lift out at an asset management firm, which demonstrates how providers can overcome these challenges when working with Japanese asset management firms.
In collaboration with: Nomura Research Institute |
AIFMD and the Impact on Investment TrustsThe Alternative Investment Fund Managers Directive (AIFMD) looms among an avalanche of financial services regulation facing the alternative investment funds industry. Fund managers will need to consider the consequences of the AIFMD's requirements and how these fit within their existing organisational and operating structures. Investment trusts have already begun detailed analysis of the impact on their business and operational models. Business: Asset Servicing
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Impending Regulatory Changes for the Investment Trust IndustryThe Alternative Investment Funds Managers Directive (AIFMD) will bring a wide range of currently unregulated funds into the regulatory framework of the European Union. Learn more about the main provisions of the directive. Business: Asset Servicing
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The Changing Investor Communications Environment Demands More Advanced Electronic SolutionsWhen computers and printers first became available to the masses, there was a dramatic increase in the volume of printed paper. With the recent push to be Green and the diminishing margins of the financial services industry, the focus has shifted to electronic delivery of investor communications. Peter Tenggren of BNY Mellon discusses how firms need complete digital communications solutions and innovation in personalized multi-channel business communications to service modern investors. Author: Peter Tenggren
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The Continued Evolution of Technology and Process in a Subaccounting WorldBroker-dealers seeking greater efficiencies have fueled the trend to Subaccounting over the last 10 years, but it is its growth in the past four years that has cemented the process as an industry standard. Author: Elisa Colkitt
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Luxembourg Aligns Specialised Investment Funds Law with AIFMDOn 6 March 2012, the Luxembourg Parliament adopted a new bill, amending the Luxembourg law of the 13 February 2007 on Specialised Investment Funds (SIF). The Law will introduce several important changes to the regime governing SIFs and will effectively create an Alternative Investment Fund Managers Directive (AIFMD) compliant Alternative Investment Fund (AIF) vehicle, ahead of AIFMD coming into effect. The amended SIF Law introduces rules on delegation, risk management and the handling of actual or potential conflicts of interest. Authors: Brian McMahon, Rolf Bachner, Yenni Leighton
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Latin Trade, Investment Prospects and the U.S. ElectionReprinted with the permission of The Rio Times, Inc. In the context of the Presidential election, it remains to be seen what prominence U.S.-Latin America trade relations are afforded, but the opportunities in a region that boasts some of the world's fastest growing economies should not be missed. Author: Michael Kalavritinos
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Evolution in Risk Reporting: What's Next?Reprinted with the permission of CFA Institute The process of measuring, monitoring, and reporting risk has taken on increased importance during the past decade. In particular, the financial crisis of 2008-2009 highlighted the need for portfolio-level and firm-level risk management and hastened the pace of adoption of a formal risk management infrastructure for investment management firms. Author: Frances Barney
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Fixed Income Strategies: Equipping Institutional Investors with Tools to Evaluate in Difficult MarketsVolatility and uncertainty in the economy and financial markets has proven challenging for asset owners and managers who maintain dedicated fixed income allocations. There is an increasing need to diversify interest rate risk without increasing the volatility of a portfolio or the total fund. In addition, investment scrutiny and analysis has become crucial to review fixed income managers and their holdings for risk of issuer default, issuer credit risk and price volatility risk. This report identifies best practices that are used to evaluate fixed income portfolios and illustrates examples of how BNY Mellon's tools help to evaluate the approaches. Authors: Paul Schmidt, Wendy McCall, Sam Oh, Darin Padur, Anil Prasad, Tim Clark, Jim Nevola
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