Latest special reports and features
Securities tax: statute of limitations risk and opportunity

From the desk of Ross McGill, Chairman, TConsult Claiming the due entitlement to lower rates of income withholding tax under double taxation treaties and the legislation of some issuer countries is fraught with difficulty. Complex networks of intermediaries leads to entitlements being...
Time to take the UMR Margin Survey 2020?

As part of Margin Reform's ongoing strategy to support and influence the financial services industry, the firm has been assisting Institutional Investor educational events and several market participants across their Uncleared Margin Rules change delivery programmes. Given the recent...
Securities Finance: A Journey Through Time - Building on the Past

Supported by EquiLend, this white paper has been prepared by securities lending specialists Pierpoint Financial Consulting. The first in a series of three papers exploring operational efficiency in the securities finance industry, it covers the back story of the securities finance industry from the...
Collateral: A Different Lens

From the desk of Shaun Murray, Managing Director and CEO, Margin Reform The Uncleared Margin Rules (UMR) which apply to non-centrally cleared derivatives will enter the final two phases of implementation on 1 September 2021 (phase five) and 1 September 2022 (phase six). While the original...

Covid 19: A conversation with the Asset Service Provider Industry

Routes to the Securities Lending Market

A regulatory bottleneck?

Top five things investment managers need to know about securities lending

Service benchmarks: call for your engagement

Are investors that don't engage in securities lending missing out?

Avenir Technology powers Agricultural Commodities Exchange helping small farmers

Sustainable and responsible investment regulations: enabler or drag?

The art of measuring service provider performance

The challenges in ensuring regulatory compliance

Agility a must in negotiating the way ahead

After the tsunami...

ServiceMatrix provider performance reports

Mind the gap

Flash in the pan or game changer?

Cryptofunds: The Tough Due Diligence Test

Continuing evolution in Network Management

Crypto or cryptic? Impacts of a growing industry

ServiceMatrix announces Outperformer awards

Transparency in service provider ratings

Serenity from Sibos

Fund administration: current trends and whos getting it right?

Societe Generale: a sublime performance

Does Mathieu Maurier possess a crystal ball?

Getting volatility into perspective

MiFID II: the transparency imperative

Tax transparency: the panacea for asset managers?

EMIR journey accumulates uncertainties

Product governance: giving investors what they want

Annex IV's role in your European strategy

Shaking up broker execution and research

Further consolidation in fund services

Keeping up the gold standard

Post-trade fixes will boost asset safety and investment

T2S: wave 1 migration in final testing

Network Management at a Turning Point

How New Compliance Rules are Changing the Fund Administration Industry

SWIFT's Standards Forum: Seven Questions to Ask

Investment Portfolio Data Management

Regulatory Change in Securities Lending

ETFs 2.0: The Next Wave of Growth and Opportunity in the US ETF Market

Optimising Collateral Requirements Across CCPs

The Control Conundrum

Short Selling Poland Bucks the Trend

Convergence Between Traditional Investment Managers and Hedge Fund Managers

Centralized Collateral Not Clearing

Market Turmoil from Subprime to Jerome Kerveil: Are models letting the industry down?

Running Around with Their Hair on Fire - Why Regulators Have Got it So Wrong So Far

Risk management in UCITS funds

Fund Administration in the Alternative Investment Industry

Financial Services in Crisis: Operational Risk Management to the Rescue!

What Do We Want From the Transfer Agent Service Provider?

UCITS III Regulations - Examining Alternative Strategies

Global sourcing by fund managers: the road ahead and how to manage it

The credit crunch and credit rating agencies: More Transparency?

Servicing derivatives positions: Challenges and best practices

Policy priorities for European banks in the 2008 financial markets and beyond

Nordic institutions' operational challenges and opportunities

Credit derivatives processing: rapidly increasing volumes

Minimising settlement fails: A buy-side and sell-side perspective

Eliminating influence by and on the research analyst

Developing effective supervisory policies & procedures