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Blog
Are your AML capabilities really up to scratch?
Robust anti-money laundering (AML) and knowing your customer (KYC) capabilities have never been more important, nor the risks from lapses greater. While global campaigns to crack down on money laundering and terrorism financing have been gathering pace for years, authorities’ focus is only set to intensify in the current climate. All financial institutions – from […]
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Blog
SWIFT steps towards automating transfer agency
Full end-to-end process automation remains an elusive goal for the global fund administration industry. SWIFT messaging standardisation is a big part of the solution. Look at what SWIFT has done for the global banking system. The organisation was founded in 1973 to create a common international financial messaging language to facilitate communication about cross-border payments […]
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Blog
Lessons from the Great Resignation: A playbook for better fund administrator resourcing.
The Covid-inspired “Great Resignation” may be a short-term response to an extraordinary, temporary situation, but it has long-term implications for the fund administration sector and the wider financial services world. People quit their jobs at a record rate last year. In most cases, especially in Europe, the Great Resignation has been more transference than exodus, […]
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Blog
Future of transfer agency: Do blockchains and crypto funds pose an existential threat?
As investor interest in crypto funds and assets accelerates, transfer agents face an existential challenge: how to support both the on- and off-chain worlds and remain relevant. Bitcoin’s launch in 2009 introduced a new paradigm into the financial sector – the idea that assets can be represented on a distributed ledger, potentially disintermediating some of […]
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Blog
EU Guidelines Spark Investment Fund Performance Fee Confusion
Regulatory ambiguity is bad news for fund administrators. Unfortunately, the European Securities and Markets Authority’s latest guidelines on performance fees for UCITS and certain retail AIFs has left market participants facing precisely that. The ESMA guidelines, which took effect last year, aim to ensure the performance fees investment managers charge are equitable for every investor, […]
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Product Brief
PENTAS
End-to-end investor lifecycle automation for traditional and hybrid private equity funds.
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