Ambiguity around the Social element of ESG makes it harder to quantify. Understanding the drivers and measurement techniques can help cut some of the fog.

Having a birds-eye view of the market data industry and detailed information about the arsenal of tools financial services firms have at their disposal has been an eye-opener.

The danger is that investors may become more focused on ESG labels and scoring than on actively confirming the positive impact they intended.

VendEx Solutions has been working with The Investment Association and some of its members to address some common challenges around Annual Management Charge rebate processing, including administrative complexities and compliance risks.

Every vendor manager we speak with tells us the same story: Data Usage Rights are at the forefront of the issues they deal with daily.

The real opportunity for change is investors’ ability to use the data and technology achievements of the last decade to take advantage of ESG applications for investment decisions, as opposed to checking off a tick box for reporting.

The purpose of financial regulation is ultimately to protect the consumer. There are hundreds of global financial regulations created by a myriad of regulatory bodies both in response to, and as a means to avoid, financial crisis, and to create stability and security in the financial systems. The proliferation of financial regulation has […]

In the mid 2000’s I was responsible for a team that provided mission critical pricing for fixed income asset classes. Many clients were using this mark-to-market pricing to calculate an end of day NAV for their portfolios. The needs for timeliness and accuracy were absolute, and business continuity and disaster recovery were mandatory. Part of […]