A World of Opportunity for Exchange-Traded Funds 3.0

Reprinted with the permission of SourceMedia, Inc.

As head of global exchange-traded fund services at BNY Mellon, Joe Keenan has a front-row seat on developments in the exchange-traded fund industry. As such, Keenan fully expects ETFs to continue their incredible success story. Money Management Executive recently spoke with Keenan about the drivers of ETF growth.

Author:   Joe Keenan
Business:   Asset Servicing
Publication date:   October 2011

Investment Portfolio Data Management

Every industry presents its own challenges to successful data management. Terry Jenkins, Principal Analyst - Eagle Investment Systems, examines the factors that make investment portfolio data management unique and outlines how four key data management activities -- data integration, data quality, data enrichment and business intelligence -- must be organized to support the particular needs of financial institutions.

Author:   Terry Jenkins
Business:   Asset Servicing
Publication date:   October 2011

Risk Roundtable Interview

Reprinted with the permission of The Spaulding Group, Inc.

The topic of risk has grown tremendously given the recent market turmoil. The Journal of Performance Measurement gathered a distinguished group of risk professionals to participate in an interview that examines how risk is measured/managed, provides opinions on value-at-risk, and discusses what the future holds for this type of analysis.

Authors:   Greg Stewart, John Stahr
Business:   Asset Servicing
Publication date:   October 2011

Regulatory Change in Securities Lending: An Update for Clients

An array of proposed legislation and recommendations including Basel III, Dodd-Frank and European Commission rules on short selling will ultimately provide new mandates for securities lending market participants at all stages of the transaction. In the meanwhile however, beneficial asset holders and securities lending agents are working to assess the new environment as regulatory concepts become formalized and specific rules are adopted.

In collaboration with:   Finadium LLC
Business:  Asset Servicing
Publication date:   September 2011

Risk Appetite at the Crossroads

Reprinted with the permission of SourceMedia, Inc.

In light of recent market volatility and dramatically changed investor risk appetite in the wake of the recession, Jim Cecere, Managing Director for Global Product Management talks about the changes in the types of products asset managers are launching and other trends in the marketplace.

Author:   Jim Cecere
Business:   Asset Servicing
Publication date:   September 2011

Outsmarting the Bear

Reprinted with the permission of Financial-i

The bear market of 2009 saw asset managers focus on operational excellence and business resilience. That means they need to excel at back-and-middle-office activities. Peter Keaveney of BNY Mellon Asset Servicing says the most effective way of doing this is to partner with a provider that acts as an extension of their organisation. This article was first published in the Financial-i Securities & Asset Servicing Handbook 2011. www.financial-i.com.

Author:   Peter Keaveney
Business:   Asset Servicing
Publication date:   August 2011

ETFs: Growing Up

Reprinted with the permission of Asset International, Inc.

Exchange-traded funds have been lauded for their efficiency and cost effectiveness over traditional fund structures. As their global and market expansion quickens, Joe Keenan, head of Global Exchange Traded Fund Services at BNY Mellon Asset Servicing, speaks with Global Custodian about what is behind the growth and what the world's largest global custodian can do for ETFs as they evolve.

Author:   Joe Keenan
Business:   Asset Servicing
Publication date:   August 2011

Insurance IT Roundtable - Regulation Overload Sparks IT Re-think

Reprinted with the permission of Euromoney Institutional Investor PLC

The regulatory changes that have occurred or are being anticipated in the future are forcing insurance companies to review and rethink how they do things internally. The demands that are being forced on the back and middle office operations of insurance companies are increasing. Learn how the various regulatory initiatives globally are affecting insurance firms' technology demands.

Authors:   Peter Keaveney, Jason Knight, John Lehner
Business:   Asset Servicing
Publication date:   August 2011

GCC Asset Servicing Roundtable - Asset Servicing in a High-Growth Region: The Risks & Rewards

Reprinted with the permission of Berlinguer Ltd

Helped by strong oil prices and increased government spending, the Gulf Cooperation Council (GCC) countries are witnessing a return to robust growth. Despite some political instability, the region should continue to advance, sustained by population growth, a growing labour force and rising savings. Moreover, reform efforts have been moving ahead across the region. Against this backdrop, some of the region's asset management and asset servicing experts provide their insights into the continuing reforms, opportunities and challenges for their particular business segment.

Author:   Brian Leddy
Business:   Asset Servicing
Publication date:   August 2011

Focus On: Ucits IV

Reprinted with the permission of Pageant Media

As the hedge fund sector adapts to the arrival of Ucits IV, four industry experts share their thoughts on how regulation is playing a bigger part in fund management. David Claus, head of offshore BNY Mellon Asset Servicing, took part in the roundtable discussion for LatAm Fund Manager magazine.

Author:   David Claus
Business:   Asset Servicing
Publication date:   August 2011