FIMA 2017

November 08-November 09, 2017

QEII Centre, London

Contact Us: 44 (0) 207 036 1345

Fund Technology, Data & Administrator Operations, Europe report


Market volatility, as well as concerns around global regulatory reform and it’s impact on operations has engulfed Europe’s fund and asset management community. 

This report has been produced in response to these concerns, to explore the new developments in client reporting, portfolio management and investment accounting. 

Contributors include UKMEA, GoldenSource Corporation, Alpha Financial Markets Consulting, Standard Life, Amundi, Nordea Investment Management, Compass Invest and more.

Defining Your Data Strategy

In Q2 of 2017 FIMA & WBR Digital surveyed 100 European leaders in financial information management. Respondents to the survey were CDOs, Heads of Market Data, Heads of Reference Data , Heads of Data Governance as well as others of similar standing. Download the report to understand how the most progressive financial institutions are redefining their data strategy

MiFIDII 6 Month Countdown by Fenergo

With a little over six months to go before MiFID II must be implemented, Laura Glynn, Fenergo Director of Regulatory Compliance, examines the impact that this wide-ranging regulation will have on client onboarding and lifecycle management processes for banks in Europe and all over the world.

GDPR: How To Meet The Gold Standard For Data Privacy

How do you ensure that customer data is not only secure, but also that privacy is ensured across the spectrum? How do you make privacy not just part of the design of new services, but the default status of all customer information? How do you give customers access to, and control over, their data? And how do you ensure that all of the data collected is not a compliance, privacy or security risk; and that it can still provide the maximum possible value for the business? The answer to these questions is creating a ‘Golden Record’ for each customer; a single, unique overview of each individual’s data, history with the organisation, and all contextual information. This white paper will show how a Golden Record can not only ensure data privacy and control, but also improve security: allowing organisations to tap into the opportunities the GDPR brings as part of a smart data management strategy.

Connecting the Dots – Whitepaper by FactSet

Here, we outline FactSet’s response to the shift to entity-centric content architecture as a way to manage and connect complex datasets across multiple asset classes and create smart data. The examples presented throughout this report provide specific working scenarios that demonstrate how FactSet leverages the content and symbology of an entitycentric infrastructure to help financial professionals expose, integrate, and consume content.


Principles of Data Wrangling: Practical Techniques for Data Preparation

Trifacta has released Principles of Data Wrangling: Practical Techniques for Data Preparation, the first how-to guide on data wrangling. Get techniques and tips grounded in real-world examples to help you quickly move through the stages of your data workflow.

CAN BANKS GET SMARTER? Rethinking AI in financial services

As competition in financial services grows, success hinges on delivering exceptional customer service. The high cost of doing so has proved a barrier, driving many firms to turn to innovations that hold huge promise such as artificial intelligence (AI). However, there are also major risks and the potential for costly mistakes. Conor Ogle and Rashed Haq look at what strategies need to be in place to ensure AI projects deliver and what firms can learn from recent implementations.


Think Opus GDPR Whitepaper

It’s less than a year until the EU’s General Data Protection Regulation (GDPR) comes into force. Described by the UK’s Information Commissioner, Elizabeth Denham, as “the biggest change to data protection law for a generation,” this new regulation gives EU citizens much-needed control over their personal data and significantly increases the penalties for companies that fail to protect the data they hold. As the deadline for compliance looms, we take a step back to remind ourselves why this drastic overhaul to data protection and privacy laws is so urgently needed.