Our latest technology news, case studies and insights for the investment management industry.
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Protecting Family Offices In A Remote Working Age
In the family office space, something that has been front and centre during the pandemic is that the work culture has changed.
Firms Face Increased Regulatory Scrutiny for Data …
Firms with a global footprint need to consider AML requirements for each area of operations with different AML jurisdictions as there are variances in thresholds …
SEC’s OCIE “Safeguarding Client Accounts A …
The SEC has outlined several practices that registered firms have implemented to address threats and risks associated with credential stuffing. RFA recommends the …
Democratizing the cloud: Evolving beyond simple st …
Utilizing purpose-driven clouds, whether productivity or data focused, improves investment decision-making, communication, and collaboration, and takes the heavy …
Full remote delivery empowers firms to gain a comp …
In the financial industry, it is the uncertainty that presents a rare opportunity to reinitiate or begin those projects remotely.
The Recent OCIE Alert, What Does it Mean for My Fi …
OCIE also reported having observed that ransomware attacks on SEC registrants appeared to have become more sophisticated and that such attacks have impacted v …
RFA Powers Digital Transformation in the Investmen …
A global managed data services offering that encompasses fully managed Data Warehousing, Ingestion, and Analytics services guarded by RFA's award-winning security …
Gaining an edge with specialized cloud technology
The implementation of cloud technology is now “table stakes” and is a baseline requirement to be successful.
The Ripple Effect: Technology, Operations and ESG
A 2019 Russell Investments survey of 300 active investment management firms reported that 82% had a formalized Responsible Investment Policy