Management Consultants to the Investment Industry
Management Consultants to the Investment Industry
Highlights & Features

Beacon PeerView: Lay of the Land in Asset Servicing

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.

InsideOps: Nontransparent Active ETFs – And Then There Were Three

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 […]

Beacon PeerView: Analyzing the Analyst Calls

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.

InsideOps: Ensuring Robust Financial Intermediary Oversight

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.

Beacon PeerView: Investment Book of Record

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.

Beacon Consulting Group is a trusted advisor to global financial and investment firms seeking to achieve and sustain a competitive edge. We provide practical insights that reflect decades of hands-on experience driving change across business and technology.