Governance
Fulcrum AM Looks to Quantify ESG Risk by Honing Hard Numbers
ESG risks will become part of investment and risk management processes across all funds at the firm.
Waters Wrap: The M&A Market Heats Up (And Some Quantum Computing News)
What do Liquidnet and Trading Technologies (and others) have in common? Anthony explains. He also discusses advancement—and disillusionment—in the quantum space.
This Week: State Street/Simcorp, Bloomberg, ACA, Broadridge & More
A look at some of the past week’s financial technology news.
MackeyRMS Launches ESG Scorecard
Ratings toolkit includes features to help investment teams grade securities and funds to meet sustainability mandates.
Manulife Refines ESG Methodology and Plugs Data Gaps with NLP
The asset manager has adopted materiality tools, industry handbooks, and NLP techniques to help navigate ESG data limitations.
Morgan Stanley, SocGen Shift Sight Line on Who's Accountable for Data
The two banks outline their ambitious data governance programs, which make business professionals culpable for their organization's data decisions.
Slow Road to Consensus: CFTC's Behnam Talks Climate Risk
As CFTC commissioner Rostin Behnam’s report on climate risk to the financial system is published, WatersTechnology speaks to Behnam about data, greenwashing, and gaining support in Washington.
Asset Managers Strive to Differentiate ESG Strategies
PanAgora and Manulife have incorporated alternative datasets and internal industry handbooks, respectively, into their ESG strategies.
Waters Wrap: How Cloud, APIs, and Open Source Are Changing the World of Fintech (And Blockchain's ZTA Play)
Anthony looks at how the lines that have traditionally defined the world of "fintech" are blurring. Also, can blockchain help with ZTA's advancement?
People Moves: Google, Sustainalytics, IHS Markit, SteelEye, FeedStock
A look at some of the key people moves from this week, including Derek White (pictured), who has been appointed vice president of global financial services at Google.
Numbering Agency Calls for Experts
The Derivatives Service Bureau is looking for new members on its technical advisory committee, after its designation as the UPI service provider.
Causality Link Building Next-Gen ESG Dashboard
The research provider will release a dashboard that decouples and drills down into the E, S, and G factors of ESG.
Lazard Asset Management Implements ESG Mapping Tool
The investment manager has developed frameworks to better understand how ESG issues impact individual company performance and sectors.
HSBC Launches ESG Reporting Service
The bank's securities services division will provide a PDF report to buy-side clients with ratings and emissions data, showing the performance of large holdings over time.
Nowcasting Provides Macro Insights, say Active Managers
Using alternative data to understand macroeconomic conditions in almost real time can give investment teams an edge.
MSCI Uses NLP to Measure Company Innovation
The global market index firm is quantifying innovative investments and mapping them to a company’s performance.
People Moves: ISDA, ASX, Eventus Systems and CLS
A look at some of the key "people moves" from this week, including Keith Tippell (pictured) who joins CLS as head of product.
Amid Public Market Volatility, Emerging Technologies Boost Investor Confidence in Private Markets
As the private markets grow, so does investor appetite for them, particularly as public markets hurt. Emerging technologies are helping.
How Sarson Strover’s Outsourcing Policy Averted Virus Disruption
The newly fledged UK hedge fund has outsourced its portfolio management tech and operations to third parties, a move that has helped it through the coronavirus pandemic.
Citco Migrates Accounting Platform Clients to AWS
The firm plans to complete the migration by the end of summer, as it learns from prior rebuilds.
Covid-19 Is Raising the ESG Stakes
Unlike in past financial crises, ESG is taking center stage as social and governance data is directly relevant to all companies weathering the coronavirus pandemic. That makes the holes in that data, which still remain, all the more apparent.
Truvalue Labs to Launch Coronavirus ESG Monitor
The dashboard, which goes live later this week, is a free online resource that includes tracking how the pandemic is affecting ESG factors.
People Moves: AWS, DTCC, Refinitiv, CloudMargin and More
A look at some of the key recent 'people moves', including Adam Honore (pictured) who joins Amazon Web Services from CME Group.
LSEG To Build DLT PoC for Equities Settlement
The exchange's blockchain architect says the product is being prepared for testing in the FCA's sandbox.