The Investment Book of Record (IBOR) has gone from a hypothetical idea to a concrete operational tool; the focus has switched from defining IBOR to implementing it. This quarter’s PeerView has surveyed industry participants to get their take as they move forward with, or complete, the implementation process.
The active ETF landscape is constantly changing as firms continue to experiment with different nontransparent models and the SEC is forced to provide its feedback. In its most recent InsideOps publication, Beacon breaks down the current environment along with which models may shape the future of the product.
Beacon Consulting Group (Beacon) announces the addition of Steve Messinger to the management team as it continues its West Coast growth and expansion in the ETF and investment management industry. Steve joins Beacon as a Managing Director and his responsibilities will include leading client engagements, business development, and driving strategic initiatives. The addition of Messinger […]
On the heels of a large number of European markets moving to a T+2 settlement cycle, it could only be a matter of time before the U.S. does the same. Is your firm operationally prepared to support the change?
The merits of IBOR have been touted for many years. Now is the time to take the next step in transitioning from why to how. Beacon Consulting Group has assembled a panel of industry leading experts who will share their insights, lessons learned and how their firms are implementing IBOR. While their journeys and ultimate destinations may […]