Firms must live with the significant impact of strategic decisions, whether positive or negative, for years. This magnifies the importance of basing them on a sound, thorough, and structured decision making process.This publication explores the key ingredients that must be considered along the way.
Oversight has become an increasing area of concern for fund treasurers and operations leaders at many asset management firms. Beacon Principal, Gerry Healy recently spoke about the topic for the Ignites.com panel discussion “Avoiding a Service Provider Snafu.” You can access the full recorded panel discussion here.
ETF products and assets have proliferated over the past decade. Despite the different product types, ETF operations are almost exclusively outsourced, but this may be starting to change. This webinar will focus on how firms can leverage more optimized operating models over time as these products mature. Discussion topics include: Basket Creation Basket Processing Trading […]
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 […]