Leonardo Fernandes’ Post

In today’s global asset management landscape, there is an almost constant onslaught of change and complexity. A turbulent market – caused largely by rocky geopolitical shifts – is made harder to navigate by the increased pressure of regulations, ESG (Environmental, Social and Governance) concerns, changing business models, cyber threats and digital transformation demands, including adoption of AI (Artificial Intelligence).

Bredec Group Compagnie Lombard Odier SCmA Cuts Stock Position in First Trust Nasdaq Cybersecurity ETF (NASDAQ:CIBR) - Defense World: Compagnie Lombard Odier SCmA Cuts Stock Position in First Trust Nasdaq Cybersecurity ETF (NASDAQ:CIBR)  Defense World [email protected]

Bredec Group Cornerstone Wealth Management LLC Trims Stock Holdings in First Trust Nasdaq Cybersecurity ETF (NASDAQ:CIBR) - Defense World: Cornerstone Wealth Management LLC Trims Stock Holdings in First Trust Nasdaq Cybersecurity ETF (NASDAQ:CIBR)  Defense World [email protected]

Are you ready for the SEC’s expanded reporting rules & requirements? I'd never envisioned we would have a need for "Fraud Prevention Month", but cybersecurity preparedness is top of mind for organizations across the financial services world. I also know from first hand experience the cost of fraud - I had a family member recently experience a material financial loss due to fraud, so this does impact all of us. For investment managers in particular, the new rules / amendments from the United States (US) U.S. Securities and Exchange Commission (SEC) start to set the tone for improved cybersecurity risk management . These new rules took effect in August 2023 for private investment advisors and funds and are slated to apply to broker-dealers in April 2024. For more on the new SEC regulation and tips on how to prepare, read the full article and join the conversation using #FraudPrevention #FPM2024 https://lnkd.in/gZZisZ42

📰 Our just launched VDR 2.0 featuring on The Drawdown "With this solution, Bite aims to improve workflow efficiency by centralising multiple systems used in an investment lifecycle, as well as reducing costs for standalone point solutions. Bite began to build the data room in response to its clients using high-cost, single-function data rooms and separate investor platforms, according to Will Rudebeck, CEO and co-founder at Bite Investments. In response, the company aimed to address that pain point by introducing an all-in-one solution to its existing end-to-end platform." Many of our clients were facing high costs from using single-function VDRs alongside separate investor platforms - adding complexity and cost to their operations. Bite Stream’s multi-media enabled VDR 2.0 addresses this directly, combining a robust data room with our end-to-end platform for investor relations and fundraising. 🎆   Read the full article below. Thank you to The Drawdown for helping us spread the word.   #VirtualDataRoom #AlternativeInvestments #PrivateEquity #InvestorRelations #TheDrawdown

Lower costs, one-stop shop solutions, and cybersecurity are top of mind for asset owners and asset managers when choosing service providers https://lnkd.in/gDar7vfQ #Finance #AssetServicing #AssetBenchmarkResearch #Investors #AssetOwners #Custody

As the financial world races forward, a new tool has emerged to help investors navigate the exciting yet complex landscape of digital assets: digital asset management (DAM). Let's explore how DAM offers tools to optimize portfolios and seize the opportunities this evolving market presents. ➭ 𝐔𝐧𝐝𝐞𝐫𝐬𝐭𝐚𝐧𝐝𝐢𝐧𝐠 𝐃𝐢𝐠𝐢𝐭𝐚𝐥 𝐀𝐬𝐬𝐞𝐭 𝐌𝐚𝐧𝐚𝐠𝐞𝐦𝐞𝐧𝐭: Digital asset management tackles the storage, organization, and use of digital investments like cryptocurrencies and tokenized assets. As financial markets become increasingly digital, DAM helps investors efficiently manage these assets and diversify their portfolios for potential growth in this evolving investment landscape. ➭ 𝐃𝐢𝐯𝐞𝐫𝐬𝐢𝐟𝐢𝐜𝐚𝐭𝐢𝐨𝐧 𝐒𝐭𝐫𝐚𝐭𝐞𝐠𝐢𝐞𝐬: A core tenet of digital asset management is diversification. By spreading investments across cryptocurrencies, digital securities, and tokenized assets, DAM helps mitigate risk and capture opportunities in this evolving market. This reduces the impact of volatility on any single asset, optimizing returns for investors. ➭ 𝐀𝐜𝐭𝐢𝐯𝐞 𝐏𝐨𝐫𝐭𝐟𝐨𝐥𝐢𝐨 𝐌𝐚𝐧𝐚𝐠𝐞𝐦𝐞𝐧𝐭: DAM goes beyond storage. It also involves active management, where investors monitor markets, adjust portfolios, and capitalize on trends for optimal returns. This requires staying informed about regulations and technological advancements in the digital asset space. ➭ 𝐑𝐢𝐬𝐤 𝐌𝐚𝐧𝐚𝐠𝐞𝐦𝐞𝐧𝐭 𝐚𝐧𝐝 𝐒𝐞𝐜𝐮𝐫𝐢𝐭𝐲 𝐌𝐞𝐚𝐬𝐮𝐫𝐞𝐬: Robust security measures are essential in digital asset management to protect investments from cyber threats, fraud, and hacking incidents. Implementing protocols like cold storage, multi-factor authentication, and encryption technologies safeguards digital assets and ensures portfolio integrity. Digital asset management is crucial for maximizing investments in the digital asset space. Understanding its fundamentals, diversifying portfolios, actively managing investments, and implementing robust risk management measures allow investors to optimize returns and navigate the evolving digital finance landscape confidently. #businessdevelopment #softwaredevelopment #fintech #BFSI #siteclick

As the market surges, safeguarding digital assets has become paramount for institutional clients. Partnering with a trusted and compliant digital asset custodian enables institutions to seize opportunities while effectively mitigating risks and ensuring the security of their digital assets. Read more: https://lnkd.in/dSC5ntDz #RakkarDigital #DigitalAssetsCustody #Security 

🔒 As the regulatory environment intensifies, alternative asset managers face escalating compliance challenges. Our latest blog explores how digital platforms like fundcraft are crucial for navigating these complexities. From integration of rigorous compliance frameworks to advanced data security measures, discover how our platform ensures that you can focus on performance rather than paperwork. 🔗 Read the full blog linked below and learn how to stay ahead in compliance and security! #compliance #datasecurity #fundcraft

See below for KPMG's 2024 Asset Management CEO Outlook Report. Amongst other areas, the report highlights the challenges faced by asset managers, including talent gaps, particularly in relation to AI and climate, and concerns about cyber resilience and stakeholder trust. KPMG in the Cayman Islands #assetmanagement #cyber #AI