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Regulatory Reform: The Shape of Things To ComeReprinted with the permission of Incisive Media Services Limited Transparency, reporting and ongoing regulatory reform are key issues in the derivatives marketplace. While many are aware of the Dodd-Frank Act, the full impact of the law remains unclear. Patrick Tadie, Global Head of Derivatives360, discusses the major challenges facing financial institutions in this new regulatory environment and outlines ways to prepare for these challenges. Author: Patrick Tadie
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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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Tax-Transparent Investing Via Common Contractual FundsReprinted with the permission of IndexUniverse LLC Asset pooling allows investors to pool their assets in order to co-invest. It is used by investment companies to offer investors of varying scale access to specialised investment products. This article outlines the benefits available to institutional investors who choose to invest their assets via a tax-transparent pooling structure such as the Irish Common Contractual Fund (CCF). Properly establishing the infrastructure to support a CCF requires a degree of effort, but the benefits make it worthwhile. In collaboration with Shawn Travis and Mark Cerimele of The Vanguard Group, Inc. Author: Kerry White
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The Renewed Appeal of Pension PoolsReprinted with the permission of Berlinguer Ltd Until recently, it looked like pension fund pooling had fizzled into insignificance even before it had managed to enjoy prime days. However, it did not fade away at all and pension pooling looks to have become more popular among multinationals than ever before. Author: Kerry White
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Fast LearnerReprinted with the permission of International Custody & Fund Administration, icfamagazine.com When Dan Wywoda walked into the human resources department of the Boston Company in pursuit of a job in 1989, little did he anticipate his career to be where it is today. Fast-forward 22 years and Wywoda is now head of global product management for BNY Mellon Asset Servicing. Learn more about Dan's career in this icfamagazine interview. Author: Daniel Wywoda
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Evaluating the Post-Crisis Tri-Party Repo MarketThe financial crisis of 2008 - 2009 prompted regulatory agencies worldwide to re-examine systemic risks in various markets and re-evaluate the way that many transactions are conducted. The Task Force on Tri-Party Repo Infrastructure was created to identify risks that could be mitigated in tri-party repurchase transactions and to recommend actions to help avoid these risks in the future. While such steps are necessary to bolster confidence in our financial markets, institutions must look at the costs involved and decide how best to adhere to new initiatives while still maximizing the potential for yield. Business: Asset Servicing
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Solid Relationships: Investment Managers and Service Providers Using Collaboration to Build Reliable Middle-Office Outsourcing ModelsIn the last several years, middle-office outsourcing has become an important consideration for investment managers as they evaluate their current business models and renew their focus on core competencies. When used effectively, middle-office outsourcing can generate additional efficiencies and savings, provide more predictable cost structures and help increase speed to market for new products. Business: Asset Servicing
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Securities Lending, Crisis Management and the Orderly Liquidation AuthorityIn the aftermath of the financial crisis, regulators are working to prevent another disaster similar to Bear Stearns or Lehman Brothers. In the U.S. and Europe, one answer has been to begin to create orderly unwind processes that allow both regulators and the markets to understand what will happen in the event a major institution is near default. International organizations are looking at cross-border resolution capabilities given the interconnectedness of the global financial system. This report evaluates recent government efforts and their potential impacts on beneficial owners in the securities lending market.
In collaboration with: Finadium LLC |
Regulated Investment Company Modernization Act of 2010The bill, signed into public law on December 22, 2010, streamlines and updates technical tax rules with the objective of correcting inefficiencies, and addressing unintended tax consequences relating to the previous law governing the taxation of regulated investment companies (RICs). Business: Asset Servicing
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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 |
