Custody and administration

Custody and administration including securities’ services.

Performance analytics – helping to bring transparency to the FX pricing process

Currency Investor For years, many professional currency practitioners have seen trustees’ and investment managers’ eyes glaze over when asked two questions: how much they paid for the currency management component of their securities trading and how transparent the cost was to them. The same people would probably have completely dozed off had practitioners asked...

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The cross-border journey

December 2009 FT Mandate Structural amendments to European funds are going to come with a wealth of changes for the continent’s Ucits funds. But taxes, among other things, will mean those changes will differ wildly for each jurisdiction. The sweeping changes to the way European funds will be structured, regulated and sold is good...

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Basic structures start to crumble

FT Mandate, June 2009 Despite surviving the market downturn so far, smaller administrators are in danger of running out of steam, as client demand for improved technology and higher standards of service may price them out of the game. By Gerry O’Kane. It comes as no surprise that the recession has hit every area...

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A prescription for investor protection

FT Mandate,  June 2009 The EC’s draft regulations for the alternative investment industry demand greater transparency, reduced leverage and higher liquidity from funds. By Gerry O’Kane. The relative silence from the alternative investment market on the new European Commission (EC) draft rules should come as no surprise. The EC announced the draft directive on...

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Adapting to a changing landscape

FT Mandate, March 2009 The dire economic situation towards the end of 2008 saw asset-servicers battening down the hatches, but now the institutions have to convince their clients that they provide a safe haven in these troubled times. By Gerry O’Kane. If 2007 was a relatively low-key year for the asset servicing industry, with...

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Failure of governance and risk compliance unforgiveable under Madoff

Finance Week , 16/12/2008 Here we outline why it is so stunning that due diligence, risk analysis and corporate governance rules would fail to spot Madoff’s danger. Is the world only paying lip service? Gerry O’Kane comments. I have heard of no investor who has reported how their due diligence, their risk analysis or...

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Technology helps Lloyd’s avoid the crooks

Technology helps Lloyd’s avoid the crooks

Finance Week, 03/09/2008 Anti-money laundering regulations are beginning to bite with more big names announcing action to stop running foul of them. In the light of research that some UK-high street banks and Companies House have suspicious clients, firms like Lloyd’s of London are taking no chances. Gerry O’Kane speaks with its investigatory expert to find out...

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A regional power emerges

FT Mandate, March 2004 BNP Paribas Securities Services strategic acquisitions have given rise to optimism that European players can adapt to the fast-changing world of global custody and securities services. Gerry O’Kane explains. While most of the custody world has been glued to the unfolding State Street/Deutsche Bank drama, BNP Paribas Securities Services (BNPPSS)...

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Big boys expecting to clean up in Europe

FT Mandate, March 2004 Global custodians view the changes in the European Union’s regulatory environment, the increasing costs of technology and the curtailment of cosy local relationships, as favouring them over smaller operators. Gerry O’Kane assesses Europe’s top custodians and their competition. It came as no surprise for State Street to emerge at the...

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State Street success story

FT Mandate, 23 February 2004 Some in the custody industry have commented on the smugger corporate face of State Street over the past few months. This is down to the first birthday of State Street’s acquisition of Deutsche Bank’s custody operations, and backed up by what Wall Street regards as better-than-expected results for the...

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Categories

Feature

China’s battle with water pollution is up-hill all the way

As the debate over revisions to China’s Environmental Law rumbles on, new incidents of groundwater and river pollution pour out of the Chinese media...

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China’s energy strategy will make waves for years to come

Follow the money, CleanBiz.Asia The economic turmoil of the financial crash saw China being feted as a white knight with drawbridges being lowered to...

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Currency Management: Minding the pennies and cents

Investment and Pensions Europe (IPE): 1 Nov 2012 01 Nov 2012 Pension funds are learning that currency costs need to be managed, writes Gerry...

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Forget the world as we knew it

Follow the Money, CleanBiz.Asia It was like an elephant in the corner of the room. Hurricane Sandy came roaring through the Northeast United States,...

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Hong Kong-listed logging company continues global rape

CleanBiz.Asia Malaysian logging group Samling, has been accused of using illegal logging permits to give it access to pristine forests in Liberia. The case...

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