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ASSET MANAGERS TECH UPDATE

Asset Managers Tech (AMT) is currently pursuing the following policy initiatives to foster its members' educational goals

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ASSET MANAGERS TECH UPDATE - Asset Managers Tech (AMT) is currently pursuing the following policy initiatives to foster its members' educational goals:

  1. AMT formed a new committee to track breaking global news regarding Modern Technology. Simultaneously, this Committee, comprised of industry professionals, will describe the exact nature of any related social policy issues that are relevant to financial services and investment managers.

  2. AMT will determine investment managers' interests in establishing draft guidelines concerning standards that are typically applicable to levels of security maintained by Clouds that store client data. This effort will include buy-side security or risk officers.

  3. AMT will ask interested buy-side firms to describe their experience to date in using "voice assistant" technology. So far these devices seem somewhat helpful regarding looking up basic account information or finding certain data already provided to a firm by third parties such as valuation or order management services.

  4. Toby Lewis, CEO of Novum Insights, has advised us that technology topics at Davos this year will be wide ranging, from "alternative data" to improved products concerning basic areas of the industry such as KYC and AML. Mr. Lewis, a co-founder of AMT, will be available to provide AMT members, upon request, with follow up reports.

AMT, a trade group, welcomes industry members' suggestions concerning new initiatives to include in our portfolio of Modern Technology projects.

 

Please visit our Website, www.assetmanagers.tech

 

Joe Sack, President, Asset Managers Tech

Mobile: 1-914-648-0088

 

Asset Managers Tech is a not for profit trade group incorporated under the laws of the Commonwealth of Massachusetts.