In this quarter’s PeerView, Beacon reviews the transcripts of quarterly investment analyst conference calls held by publicly traded asset service providers to identify key industry trends.
The active ETF landscape is changing as the SEC continues to provide its feedback on nontransparent active ETF models. In its most recent InsideOps publication, Beacon updates its “Active ETFs” review from March 2015 and breaks down the recent SEC pronouncement regarding the Blind Trust structure and its impact on the development of nontransparent ETF […]
In this quarter’s PeerView, Beacon reviews the Q1 2015 transcripts of investment analyst conference calls held by a dozen publicly traded investment firms to discern trends and challenges affecting firms’ operations.
Mutual fund shareholder services have evolved from a direct transfer agent model to one dependent on financial intermediaries. In this InsideOps, Beacon explores the expansion in the oversight model and it’s associated risks.
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.