Fintech Analyst Report - Issue 233

Issue 233 of the Metia Fintech Analyst Report looks at trends affecting the investment industry. From how to achieve operational alpha and order and execution tech on the buy-side, to firms’ response to climate change and the importance of FIAA. We also take a look at autonomous finance, CX tech, and if we could be expecting another Durbin-esque rule.

Celent: Riding the wave for buyside operational alpha
Despite AUM growth, sustained growth in active investment remains elusive. Investment firms must up their ante by adopting the right operational playbooks, toolboxes, and tactics to survive.

Gartner: Investment firms’ guide to order and execution
Leveraging data and increased technology innovation is essential for any buy-side firm to remain competitive – enhancing their order and execution management is now a must.

Greenwich: Institutional investors respond to climate change
While 90% of institutional investors surveyed in Europe, North America and APAC believe climate change is an important issue for their organisation, 60% have seen the issue impact on portfolios.

Aite: Importance of FIAA
Investment firms and institutional investors will increasingly need to explain performance across all asset classes. As these become more complex, there is a need for specialised analytical techniques.

Forrester: A focus on autonomous finance
Increasingly, AI technologies are being used to make financial decisions. For customers to see the benefits of this, “autonomous finance” firms need to ensure they have the right skills in place.

Global Data: Getting the customer experience right in banking
With banking customers now navigating through various banking products and channels, getting CX right is a complex task. Understanding the wider trends affecting their many journeys is essential.

IDC: Another Durbin Amendment?
As the push for regulation around payments ramps up following actions proposed by the card networks, could legislators be readying new regulations?

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