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Perspectives - Expert Insights for Capital Markets

Perspectives features expert analysis and thought leadership from compliance officers, fund managers, technology vendors, and legal professionals.

Latest Articles (30 published)

How to Measure Data Quality

By: Emily Steen, Thrive ·

For many organizations, digital transformation has accelerated data collection across applications, cloud environments, devices, and users. But the true differentiator is not volume, it's quality.

Between the releases: Oxford Data Plan and the business of measuring companies in real time

By: ALTALLO Editorial, Oxford Data Plan · 2026-07-28

A listed company tells you how it is doing four times a year. Oxford DataPlan measures more than 250 listed companies every day. A perspective on alternative data, exclusivity, and where the category works.

BMS Cyber Market Outlook — Issue 2, 2026

By: BMS Group, BMS Group · 2026-07-21

BMS Group's half-yearly read on the cyber insurance market: rates, capacity, claims and buyer strategy. Presented as an interactive edition.

One Source of Truth

By: MIK Fund Solutions, MIK Fund Solutions · 2026-07-20

Four recent developments at MIK Fund Solutions, and the data layer that connects them.

Client / Investor Categorisation: Review and Remediation Solutions

By: Judd Advisory, Judd Advisory · 2026-07-10

The FCA's new Client Categorisation and Certified Investor return has drawn attention to firms' categorisation and record-keeping processes. Is your firm's evidence audit-ready?

The Best Prospect You Never Called

By: ALTALLO, ALTALLO · 2026-07-02

Most vendor pipelines are ranked by headline AUM. That number hides the managers with the most operational load and the most budget. Gross exposure, and the provider stack sitting behind it, is the tell.

ADMISI Quarterly Outlook: Q2 2026

By: ADMISI Research, ADM Investor Services International Limited · 2026-06-30

ADM Investor Services International publishes its Q2 2026 quarterly outlook, with macro commentary, commodities and rates perspectives, and market themes shaping the next quarter. Open the interactive brochure to page through the full report.

Digital Prime Technologies Expands Tokenet to BitGo Bank & Trust, Broadening Multi-Custodian Reach

By: EquiLend, EquiLend · 2026-06-30

Tokenet now supports bilateral digital asset lending with BitGo Bank & Trust providing qualified custody and settlement infrastructure, extending the platform's institutional reach across preferred client infrastructure.

Europe Is About to Make Short Selling Less Casual

By: Cynthia Meyn, SmartSettle.ai · 2026-06-05

Cynthia Meyn, President of SmartSettle.ai, on why the EU's 2027 move to T+1 settlement will reshape the economics of short selling, especially for US investors trading European securities.

Institutionalisation Is About Staying Power

By: Mel Sutton, ALTALLO · 2026-06-05

Leo LaForce of Opus Fund Services on why operational excellence, transparency and a modern data architecture now decide which managers attract and retain institutional capital.

ECI Joins the Anthropic Claude Partner Network

By: ECI, ECI · 2026-06-03

ECI joins the Anthropic Claude Partner Network, strengthening its capability to help hedge funds, private equity firms and other regulated financial organizations adopt AI securely, responsibly and at scale.

Regulatory Hosting Has Always Been More than Just About Speed

By: Ant Bennett & Matt Raver, RQC Group · 2026-06-03

At the AIMA Next Generation Manager Forum in London on 19 May 2026, Ant Bennett (Capricorn Fund Managers) and Matt Raver (RQC Group) co-hosted a session on regulatory hosting and the FCA authorisation journey. They argue the real question is not speed or cost, but which structure gives a manager the highest probability of institutional success.

Matsco Solutions Launches AI Services for Financial Services Firms

By: Matsco Solutions, Matsco Solutions · 2026-05-19

Matsco Solutions has launched a new AI Services practice for hedge funds, private equity firms, and alternative investment managers, covering AI strategy, workflow automation, and implementation.

Private Credit's Next Chapter

By: Gretchen Salisbury, ACA Group · 2026-05-19

Gretchen Salisbury (ACA Group) on how advisers can navigate retailization, redefine performance reporting, and build client trust through transparent valuation and independent review.

Monthly Regulatory Newsletter - May 2026

By: ALTALLO, RQC Group · 2026-05-12

Our May 2026 Monthly Newsletter is out, covering a roundup of notable regulatory news and activities that took place during the last month in the UK and the US.

The Risk Sits in the Process, Not the Payment

By: Mel Sutton, ALTALLO · 2026-05-11

David Harper, Founder & CEO of Dashro Solutions, on why high-volume payment operations are still largely manual, and what that quietly costs the firms running them.

EquiLend Names Simon Heath Chief Strategy Officer

By: EquiLend, EquiLend · 2026-05-11

Veteran securities finance leader joins from J.P. Morgan to lead long-term strategy and growth at EquiLend.

People Strategy in Alternative Investment

By: David Cartwright-Forbes, Gallagher · 2026-05-11

David Cartwright-Forbes of Gallagher argues that benchmarking benefits is no longer enough. Alternative investment firms need a deliberate people strategy aligned to the workforce they want to build.

Gallagher on The Long-Short: People as an Asset Manager's Most Overlooked Edge

By: Gallagher, Gallagher · 2026-05-11

David Cartwright Forbes of Gallagher joins AIMA's The Long-Short to discuss people strategy in alternative investment, generational shifts, and why flexibility now sits at the heart of every great talent plan.

Gallagher at AIMA: Rethinking Benefits as a Talent Lever

By: Gallagher, Gallagher · 2026-05-11

Samuel Davis and Chris Andrew of Gallagher joined AIMA to discuss how employee benefits, communication and culture are shifting as alternative investment firms widen the talent pool.

Securities Finance Market Review: Q1 2026

By: Mike Norwood, EquiLend · 2026-04-30

AI crowding, regional winners, and why borrow demand stayed busy. Mike Norwood and Max Baker on a record Q1 across NGT and the global securities finance market.

Comply Launches Financial Services' First Agentic Compliance Platform MCP Server, Enabling Teams to Build Custom AI Agents Without Developers

By: Comply, Comply · 2026-04-23

Build custom agents to automate pre-clearances, certifications, and policy guidance — no developers needed.

The COO friendly guide to negotiating IT managed service agreements

By: Henry Duncombe, Lanware · 2026-04-20

A practical guide for COOs of small to medium financial services firms on where to focus - and where not to waste time - when negotiating an IT managed service agreement.

Abacus Expands Incident Response Team in the UK

By: Abacus, Abacus · 2026-04-20

The continued expansion of the Abacus breach recovery team strengthens the firm's global "follow-the-sun" coverage model.

Regulation S-P: A Practical Compliance Roadmap for RIAs

By: Cynthia Kelly, STP Investment Services · 2026-04-15

The SEC's amendments to Regulation S-P represent one of the most meaningful shifts in data protection expectations for registered investment advisers in years. A practical compliance roadmap covering incident response programs, the 30-day notification clock, service provider oversight, and what RIAs need to do before the June 2026 deadline.

FCA Annual Work Programme Signals Sharper Supervisory Focus

By: Alex Bostantzoglou, Susie McGrath, David Lawrence, Panagiota Pourtzii, ACA Group · 2026-04-13

The FCA's 2026/27 Annual Work Programme connects strategic ambition with supervisory execution, signalling a sharper, earlier and more outcomes-focused approach for buy-side firms.

Why Buy-Side Professionals Deserve a CRM Built for Them

By: Mel Sutton, ALTALLO · 2026-03-30

Beatrice Larson, Founder of Mariner CRM, on why the buy-side needs purpose-built relationship management tools, and why generic platforms have held the industry back.

Covenant Tracking in Private Credit: From Static Terms to Strategic Oversight

By: Quadrangle Team, Quadrangle · 2026-03-27

While covenants are designed to protect lenders, they are only as effective as a firm's ability to track, interpret, and act on them in real time.

What Outcomes-Based Supervision Means in Practice for Buy-Side Firms in 2026

By: Charlotte Longman, Abi Loughnane, Rinae Rashaka, ACA Group · 2026-03-26

The FCA's first Regulatory Priorities report for the wholesale buy-side replaces the traditional portfolio letter and signals a shift: credibility will increasingly be judged by evidence, accountability, and outcomes — not intent.

Report: Financial Services Intelligence for Q1 2026

By: Adversary Operations Group, Thrive · 2026-03-19

A number of new threats have emerged in the first few months of 2026, some specifically targeting financial services and some affecting a broader range of industries. Thrive's Adversary Operations Group breaks down what you need to know.

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