A new set of indexes created by Morningstar will enable investors to put their money into companies that are aligned with the United Nations’ 17 Sustainable Development Goals (SDFs). The research giant will include in the Morningstar Global Sustainable Activities Involvement Indexes (SAI) only companies that also committing a substantial proportion of their revenue to one or more impact themes.
Clients expect you to seamlessly deliver a range of transfer services. They expect you to delight their investors and ensure you have a robust onboarding and compliance process in place. They also want you to help them ensure they comply with shareholding obligations and corporate actions. With digital expectations becoming ever higher, how will you...
Touted as the next frontier of artificial intelligence, agentic AI hogged the data management headlines in 2025. Seemingly ushering the realisation of the no-more-drudge-work predictions that heralded the arrival of general AI years back, agentic AI has certainly become the target of institutional investment and developer innovation in the past 12 months. According to a...
Now in its 3rd year, the AI in Capital Markets Summit returns with a focus on the practicalities of onboarding AI enterprise wide for business value creation. Whilst AI offers huge potential to revolutionise capital markets operations many are struggling to move beyond pilot phase to generate substantial value from AI.
Corporate actions has been a popular topic of discussion over the last few months, with the DTCC’s plans for XBRL and ISO interoperability, as well as the launch of Swift’s new self-testing service for corporate actions messaging, STaQS, among others. However, it has not been a good start to the year for many of the...