Blog
Who Will Be The Netflix Of Fund Administration?
Kevin Walkup, CEO at Harmonate - When I meet with fund services executives, and they ask about data operations, it reminds me of my first meeting with Netflix executives in 2007. My experience has been that people who ask about data operations are people who define...
FOUR QUESTIONS – F2 Strategy’s Doug Fritz on why consolidation may hasten the demise of today’s fund administration titans, and what lazy surfers can teach us all
This is fourth in a series of Q&As with leaders in the fund and fund services industry. Doug Fritz is the founder and president of F2 Strategy, a wealth management technology strategy firm in Silicon Valley. Doug leads a team of wealth management executives...
FOUR QUESTIONS – Paddock Consultancy’s Bill Salus on a no-nonsense approach to funds tech and data operations, and maybe more nonsense when it comes to pizza
This is the second in a series of Q&A’s with leaders in the fund and fund services industry. Bill Salus is founder of Paddock Consultancy. He’s the former CEO for Apex Fund Services and has more than 30 years of leadership experience under his belt in the global...
FOUR QUESTIONS – JTC Group’s Michael Richards and Wouter Plantenga on “New Fund Administration,” and the best kind of hockey
This is the first in a series of Q&A’s with leaders in the fund and fund services industry. We’re kicking off this series with Michael Richards and Wouter Plantenga of JTC Group, a global fund administrator headquartered in the Channel Islands since its founding...
Have You Embraced The Death Of Fees As We Know Them?
Fees aren’t coming back. Margins aren’t rising. The competition that brought them down isn’t going anywhere. In data operations for funds, the trick now is learning to evolve and adapt to the new normal. That task is doable. It’s also vital. The breakout leaders of...
Six Questions Executives in Fund Services Are Asking Themselves Right Now
We think the term “New Fund Administration” is what lies on the other side of the digital revolution that is now transforming data operations for funds. The best firms are embracing better technology that gives them faster and more comprehensive turnaround of investor...
What’s The Benefit Of Data-Centered Fund Operations
In the private fund world, it seems we’ve all been working on widgets; on extract, transform and load solutions, and on APIs that allow data to be moved efficiently and securely to gain more efficiency. But when we get into the place where performance really happens,...
7 Essential Qualities For Modern Fund Operations Leaders
It’s no secret, the way private funds share data is changing, rapidly and dramatically. A lot rides on data operations decisions that appear more complex than ever. Deftly navigating the new landscape would seem to command a unique array of skills. There are certain...
Have You Considered An Outsourced CTO?
Think Advisor quotes Doug Fritz of F2 Strategy saying recent fintech closures are the tip of the tip of the iceberg. We come back to that 1992 Steve Jobs presentation at MIT we’ve shared before. He cited the work of famed CIO Paul Strassmann who pointed out that...