Blog

Discover how technology solutions are helping family offices provide a future ready client reporting experience.

In this blog, we look at the top 10 trends shaping the asset management industry in 2022 and their implications.

In this regulatory round-up, we break down the key regulatory updates and their practical implications for EU and UK-based asset managers in the coming months.

Access to real-time data has been a key driver behind family office investment in technology, but what are the the main data challenges they are facing?

Sesame isn’t just changing the game for trust companies; it’s rewriting the playbook. A complete redefinition of how fiduciaries create and deliver value, so they can create operational alpha and deliver exceptional client service for generations to come.

In this article, we take a look at the top 10 trends shaping the agenda for family offices in 2022.

Asset managers must demonstrate that their fund disclosures and reporting approach meets parameters which are strictly linked to ESG reporting criteria.

Find out how family offices across the globe are using Sesame to transform their data and reporting workflows.

As investor service expectations evolve in their pursuit of clearer insights, new risk metrics and visually compelling reports, asset managers need the on-demand flexibility to keep up.  Find out how Sesame revolutionises reporting for asset managers.

When deciding which jurisdiction is the most suitable for an offshore trust, there are several factors to consider. In this blog we explore the top locations to set up an offshore trust.

Inflows into ESG funds have increased exponentially in recent years, but what is shaping the ESG agenda for asset managers?

Intergenerational wealth transfer is one of the main causes of client attrition, as clients pass and beneficiaries take their assets elsewhere. How can technology help multi-family offices deepen relationships with future generations.

Investors now expect on-demand, granular reporting, and legacy processes are straining under the pressure. So how can you create reports that clients love?

In this article we dissect what is meant by SFDR Articles 6,8 & 9 and the implications for asset managers.

As fiduciaries start their journey to fully automated trust administration, there are multiple complex data challenges they must overcome. Here’s how firms can go about solving them. 

In a fully digitalised and automated process, reporting can become so much more than just stale, one-way broadcasting. It can redefine client experience.

What best practices do firms need to follow to achieve an institutional-level standard of risk management? 

Sesame Data takes on the most intensive parts of the data management process, without the need for a costly server-based system, increasing the quality of your data, streamlining internal processes, a

The need to manage large volumes of data and perform complex calculations at speed have left many firms’ legacy systems and outdated technology struggling to keep up.  It’s time to take to the cloud. 

As fast, sophisticated data management becomes business critical, what are the benefits of a wealth management API?

In a world of rising expectations, portfolio and risk management capabilities quickly become outdated. Cloud-based platforms offer the solution.

With risk management an increasingly central focus in investor and consultant due diligence examinations, asset managers’ ability to attract allocations is ever more closely tied to their risk capabilities.

Risk management is a complex domain of expertise. Navigating today’s fast-paced, globalised investment world takes a proven infrastructure, along with specialist risk and technology skillsets to deliver the timely, high-quality results allocators expect.

Ultra-high-net-worth (UHNW) families typically have a plethora of accounts, portfolios, trusts and managers, yet not having a complete picture of their holdings can be frustrating.

Today’s family offices want to deliver a strong risk-adjusted investment performance that is aligned with family members’ priorities.

Transparent, meaningful, efficient and timely reporting is central to the value proposition of family offices.

Faced with demanding investor and regulatory expectations, asset managers are increasingly turning to third-party risk management providers.