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RiskTech100 2021 Vendor Analysis: Broadridge
An independent evaluation and description of the ranking given to Broadridge in Chartis’ RiskTech100® 2021 report, with a focus on its fixed-income solution.
Portfolio Management Platforms, 2021: Market and Vendor Landscape
This report examines portfolio management platforms (PMPs) that asset managers use to manage their client portfolios and investments. Contains one FinTech Quadrant.
Standalone Financial Planning Systems, 2021 Market and Vendor Landscape
This report discusses the key trends in the wealth market that are impacting financial planning systems in the standalone solutions market. Contains 1 FinTech Quadrant.
The death of insurasaurus? Why complacent and out of touch insurers must overhaul their business, and their image, to survive
Like other corporate dinosaurs, many insurers face extinction if they don’t become less reliant on old ways of doing things and robust barriers to entry. But by upgrading their tech and learning from other industries they can avoid the fate of their…
Execution Management Systems, 2021: Market and Vendor Landscape
This report examines the key trends driving buy-side and sell-side demand for execution management systems (EMSs), and how the vendor landscape is evolving to keep up with client needs. Includes one RiskTech Quadrant.
Wealth Portfolio Management Suites: Advisor Desktop, 2021; Market and Vendor Landscape
In pursuit of 'holistic financial wellness', this report evaluates the tools and workflow at hand for the advisor, as well as those for the customer journey. Includes 1 RiskTech Quadrant.
Beyond IFRS 17/LDTI: the Journey to System Modernization
This report, a collaboration between Chartis and FIS, examines the impact of IFRS 17 and LDTI on the insurance industry, giving an overview of the changes observed in the market, the industry’s evolving response, and how firms should prepare for the…
The Heart of IFRS 17 Compliance
This report examines the trends and dynamics around IFRS 17 compliance, examining why long-term success for insurance firms requires a heterogeneous, flexible and scalable data-management framework.
Outsourced Trading Solutions, 2021: Market and Vendor Landscape
This report examines the key trends driving ‘buy-side’ demand for outsourced trading solutions, and how vendors have evolved their solutions over time. Contains one RiskTech Quadrant.
Investment Portfolio Excellence: The Conviction of One Truth
This collaborative report assesses how investment managers can gain an accurate, comprehensive view of their portfolios to enhance their competitiveness.
Chartis Big Bets 2021
In this briefing from Chartis Research, we explore the big themes we believe will shape the RiskTech marketplace in 2021 and beyond. This year we view our Big Bets through the lens of COVID-19, in part updating our previous research on the pandemic’s…
Fixed-Income Technology Solutions, 2020: Market Update and Vendor Landscape
An update to the Chartis report 'Fixed-Income Technology Solutions, 2019: Market and Vendor Landscape'.
As active/passive investment tides turn, FinTech is key to success
Current market volatility is ushering in a resurgence in active fund management, while asset owners are demanding more digital-driven access and transparency. To achieve the necessary active/passive balance and meet investors’ demands, new FinTech tools…