COVID-19: Navigate the exit from lockdown

The Covid-19 pandemic has had a truly unique impact. Economies worldwide have all but shut down as governments have sought to halt the spread of the virus and prevent potentially disastrous consequences by locking down and imposing social distancing measures on their populations. Not since the Black Death has a disease so profoundly switched off […]

Portfolio Management

In this article you will find perspectives from Holley Holland’s experiences helping a large Global Bank’s Portfolio management function to rediscover new ways of working. The article brings insights from practices and lessons learnt in a number of areas including outcome orientation thinking and planning, value based prioritisation, balanced value stream based MVP funding models, […]

Data Migration and Data Management

THE PROBLEM Buy side Investment Managers and services firms continually struggle with data and the ability to confidently use it as a source of information to support their corporate strategies. This is a vital part of any organisation’s survival for the future. However, we consistently see many organisations  still struggling with the basics – the […]

Reg IM – Is Wave 4 playing second fiddle to Brexit?

In our recent article on the regulatory requirements for Initial Margin (“IM”) segregation we posed the question, “Are you Ready?” There is a view held in some quarters that preparation work in readiness for Wave 4 can be done from April onwards after Brexit work is completed, notwithstanding potential delays because of current uncertainty over the […]

Reg IM – Are You Ready?

In our previous articles on the regulatory requirements for Initial Margin (“IM”) segregation we highlighted some of the challenges faced by market participants in developing compliant solutions and shared our 10 Point Readiness Health Check. As Wave 4 looms large in 2019 now is the time for buy-side organisations to ensure that the following key […]