Limina IMS Insights

Limina IMS Insights

By Limina IMSBusiness
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Limina IMS Insights episodes

  • ep8: Alternative Assets: A Conversation with Matt McConnell

    In the concluding instalment of our asset management series, Matt McConnell from Helix joins Limina’s Kristoffer Fürst to delve into the intricacies of system support for alternative investments.

    In this episode, Matt explores:

    • Diverse Perspectives on Investment Categorisation: Unveiling different approaches to grouping, categorising, and tracking various investment types, from real estate to art, and close-ended funds such as VC and PE-funds.

    • Front Office vs. Back Office Perspectives: Examining the contrasting needs and expectations of front and back office functions regarding system support for alternative investments.

    • Deciphering Cryptocurrency: Delving into the complexities of defining cryptocurrencies as currencies, assets, or both, and the implications of how systems model them.

    • Evolutionary Trajectory of Portfolio Management Systems: Reflecting on the historical evolution and future trajectory of portfolio management systems, particularly in response to the growing prominence of alternative investments.

    • Tune in to gain invaluable insights into navigating the challenges and opportunities presented by alternative investments in the realm of asset management.

      45 min
    • ep7: Streamlining Asset Management Operations: Insights and Strategies

      In this episode Limina co-founder & CEO Kristoffer Fürst sits down with Carl-Fredrik Svensson, former asset management operations manager turned co-founder of Daymi, to delve into the realm of investment operations. In this episode, they explore the necessity of investment operations software and the transformative impact it can have on asset management processes.

      Key highlights from their discussion include:

      • The Need for Investment Operations Software: Carl-Fredrik shares insights from his experience managing operations for a diverse portfolio of funds, highlighting the challenges of maintaining efficiency and compliance without adequate software support.
      • Introduction to Daymi’s Middle Office Platform: Discover how Daymi’s innovative approach to task management within asset management operations is revolutionising the industry, offering real-time process oversight and enhancing operational due diligence.
      • Balancing Automation and Human Expertise: The conversation explores the concept of exception-based workflows and underscores the significance of maintaining a harmonious equilibrium between automation and human intervention in asset management processes.
      • Measuring Success in Operations: Conventional metrics in operations management are questioned, with a call to embrace positive measures that highlight the achievements and efficiency of operational processes.
      • Tune in to gain valuable insights into optimising investment operations, empowering operational teams, and embracing technology to drive success in asset management.

        27 min
      • ep6: Insights on Digital Issuance: A Conversation with Dr. Ian Hunt

        Join Limina's Kristoffer Fürst and Joakim Saltin as they engage in a thought-provoking discussion with Dr. Ian Hunt on the transformative potential of digital issuance and tokenisation in the asset management industry.

        In this episode, Dr. Ian Hunt delves into:

        • Key Benefits of Tokenisation: Exploring the myriad advantages such as speed, efficiency, simplification of processes, and democratisation that come with digital issuance.

        • Addressing Complexity and Regulations: Examining why digital issuance is essential, especially in the face of increasing process complexity and regulatory demands.

        • Current Implementation and Future Potential: Discussing the current state of digital issuance and envisioning how it could revolutionise the investment landscape if fully embraced.

        • Resistance to Change: Analysing the challenges and resistance from certain intermediaries who may become obsolete in the face of digital transformation.

        • Impact on Investment Landscape: Exploring how embracing digital issuance could reshape the investment landscape.

        • Perceived Risks and Barriers: Delving into the perceived risks and barriers that hinder the widespread acceptance of the tokenisation model.

        • Tune in to gain valuable insights into the potential of digital issuance to revolutionise asset management and navigate the challenges and opportunities on the horison.

          47 min
        • ep5: The Good Guys Company: Trends in Asset Management

          In the final installment of our 3-part series, Limina CEO Kristoffer Fürst reunites with The Good Guys Company founders to explore the latest trends shaping the asset management industry and their vision for the future.

          In this episode, they delve into:

          • Client Consolidation: Discussing the trend of clients seeking all-in-one providers to streamline their operations and accelerate time to market.

          • The Rise of Modular Solutions: Examining the necessity of modular solutions in addressing diverse data challenges, despite the limitations of all-in-one solutions.

          • Preparation for Crypto: Exploring the increasing inquiries from asset managers on how to prepare for the emerging realm of cryptocurrencies.

          • Data Strategy and Architecture: Highlighting the importance of a robust data strategy and architecture in navigating the evolving landscape of asset management.

          • Alpha Generation Challenges: Analysing the growing pressure on asset managers to tap into various sources of alpha and the implications for operations, compliance, and reporting.

          • Outsourcing Operations: Discussing the trend of outsourcing operations and the need for asset managers to differentiate themselves in investment strategies and alpha generation.

          • AI/ML Implementation: Reflecting on the anticipated increase in AI/ML adoption, alongside the challenges of cost and complexity associated with implementation.

          • Tune in to gain valuable insights into the future of asset management and how industry leaders are preparing to navigate the changing landscape.

            28 min
          • ep4: The Good Guys Unveiled: Inside the Independent Consultancy Firm

            In this episode of our Asset Manager Interview Series, Limina CEO Kristoffer Fürst sits down with the founders of The Good Guys Company, to discuss the unique advantages of being a wholly independent consultancy firm in the asset management industry.

            Key topics explored in this conversation include:

            • The Significance of Independence: Discover why being an independent consultancy sets The Good Guys Company apart and how it shapes their approach to client solutions.

            • Application of Buy-Side Knowledge: Explore how the founders leverage their extensive buy-side experience to address clients' challenges and provide tailored recommendations.

            • Prioritising Client Needs: Learn how The Good Guys Company goes beyond personal preferences or familiarity with products to identify the best-fit solutions for their clients, ensuring unbiased and objective advice.

            • Tune in to gain valuable insights into the role of independence in consultancy and how The Good Guys Company applies their expertise to deliver exceptional value to their clients.

              25 min
            • ep3: The Good Guys: Insights from Starting a Asset Management Consulting Firm

              Join us as Kristoffer Fürst Limina’s co-founder & CEO sits down with the founders of The Good Guys Company, for an insightful discussion about their journey in the asset management industry and what sets their firm apart as an independent consultancy.

              In this episode, discover:

              • The Genesis of The Good Guys Company: Learn about the founders' backgrounds in asset management and the inspiration behind the creation of The Good Guys Company.

              • Setting Themselves Apart: Explore what makes The Good Guys Company unique in the industry and how being an independent consultancy has allowed them to forge meaningful relationships with clients.

              • The Power of Authenticity: Delve into the importance of the firm's name and the intrinsic honesty of their brand, which positively influences client expectations and strengthens their relationships.

              • Join us as we unravel the story behind The Good Guys Company and gain valuable insights into the world of independent consultancy in the asset management industry.

                28 min
              • ep2: A Conversation with Randy Baron on how Access to Research has Changed

                In this episode, Limina CEO Kristoffer Fürst sits down with Randy Baron to delve into the evolving landscape of the asset management industry, shedding light on the intricate interplay between regulatory changes and research practices. With a focus on how regulations influence asset managers’ research efforts, Randy explores the crucial relationship between deep-dive research and compliance obligations.


                Key highlights from the discussion include:

                • Finding the Right Research Providers: Randy emphasises the importance of engaging with firms that offer deep, differentiated research to set portfolios apart in a competitive market.
                • Balancing Compliance and Research: As regulatory requirements increase, asset managers face the challenge of allocating resources between compliance needs and the desire for extensive research crucial for maintaining a competitive edge.
                • The Growing Divide: The episode touches on the widening gap, often referred to as the "Chinese Wall," between various sectors within the industry, such as investment banking and research.
                • Transparency and Quality: While transparent reporting becomes a prominent regulatory requirement, the demand for high-quality research continues to rise, highlighting the need for asset managers to stay ahead in their research practices.

                • Tune in to gain valuable insights into the dynamic relationship between research, regulation, and the changing landscape of asset management.

                  40 min
                • ep1: The Future of Target Operating Models for Asset Manager

                  In this episode, Limina’s co-founder Kristoffer Fürst sits down with Erik Mostenicky from Fidelity International Strategic Ventures (FISV) to explore the future of asset management operating models. Erik shares his insights on the evolving market landscape, emphasising the need for asset managers to differentiate themselves by catering to increasingly diverse investor demands and preferences.

                  Key topics discussed include:

                  • Future Market Growth: Addressing complex tech stack challenges to better serve diverse client profiles and meet future investor expectations.
                  • Thematic Approach: The rise of highly personalised offerings tailored to individual investors, including retail and smaller institutional clients.
                  • Decentralised Tech Stacks: Opting for best-of-breed solutions with interoperable data models to achieve seamless data transfer and eliminate legacy data reconciliation issues.
                  • Differentiation Beyond Price: The shift towards a services-led approach in the asset management industry and strategies for turning this into a reality.
                  • Tune in to discover how asset managers can stay ahead in a rapidly evolving market and deliver exceptional value to their clients.

                    32 min

                  About Limina IMS Insights

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                  Welcome to "Limina IMS Insights," the podcast where we dive deep into the world of Investment Management Systems by interviewing industry leaders and experts. Each episode, we sit down with top asset…