Tag: Platforms
Expert view: Mutualisation of non-prop elements, standardisation will help grow the market
Europe | Technology
05 Jun 2019 by Pablo Conde
InSPire platform debuts due diligence function
Europe | Industry
04 Jun 2019 by Pablo Conde
Delta Capita’s specialist structured products platform launches first centralised utility to cut due diligence costs for sell- and buy-side firms
SRP Americas: is education just a box-ticking exercise?
North America | Conferences
30 May 2019 by SRP News
For some, education is just an exercise to keep compliance at bay while for others it is a must have and the anchor of how a platform works. That and more was discussed during the ‘Rise of platforms in US distribution’ panel at the SRP Americas Conference 2019 on May 22 in Chicago.
SRP Americas: Regulation is all encompassing in Europe
International | Conferences
24 May 2019 by SRP News
Key European players discussed the differences between Europe and the US, the impact of the Mifid 2 and Priips regulation on their respective markets, and how technology is helping to comply with the new regulatory requirements during the ‘View from Europe’ panel at the SRP Americas Conference 2019 on May 22 in Chicago.
Buy-side view: Electronic platforms not the right tool for small distributors
Middle East & Africa | Industry
24 May 2019 by Pablo Conde
In the second part of an interview with structured products specialist firm Lombard Investment Solutions, the two co-founders and managing directors, Charif Ben Romdane (pictured) and Nicolas Indych – formerly of Commerzbank – discuss the lack of appeal of issuing platforms for some buy-side players, the firm’s offering and why structured products have a place in any investment portfolio.
US platform adds Allianz as stakeholder in annuities push
North America | Technology
20 May 2019 by Pablo Conde
The US$12m raised by Halo are aimed at expanding its operations around the world and pursue two strategic initiatives on analytics and automation to “drastically changing the way structured products are manufactured, purchased and traded”.
Luma structured products platform adds investment product pioneer
North America | People
17 Apr 2019 by Pablo Conde
Luma Financial Technologies, the independent, multi-issuer, online platform that provides broker/dealers, registered investment advisers (RIAs) and banks with a feature-rich marketplace for structured products and annuities, has announced that Stephen Bodurtha (pictured), an investment product pioneer and co-inventor of the Select Sector SPDRs ETFs, has joined the firm’s board of directors.
SRP Asia Pacific Awards - DBS Bank Taiwan: helping clients to adjust portfolios according to market trends
Asia Pacific | Conferences
05 Apr 2019 by Marc Wolterink
DBS Bank has won Best Distributor in Taiwan for this year's SRP Asia awards.
Part 2 – Bloomberg: some buy-side firms still have piecemeal view of the market
International | Technology
03 Apr 2019 by Pablo Conde
Data services became key for a number of clients dealing with structured products during last year’s choppy markets but full adoption of technology remains a challenge as “some buy-side firms are still talking about stocks and bonds”
