#Algorithm: Benchmarking the Cost of Post-Trade Processing
Patterns... Preferably, persistent and predictable patterns... It could be said that history is influenced by a series of pattern discoveries whereby new patterns are discovered with new tools, new technologies or new methodologies. Discovery always starts with variance of perspective, like a new pair of eyes. And, that kind of trick never gets old - even during an era of hyper-intensive innovation. So, with that bit of philosophy as our backdrop, we arrive at today's lesson: Alphacution discovered [...]
Alphacution Podcast Series Ep2 – Technology Strategy, Business Performance in the Digital Era
Many thanks to Clare Rhodes, Managing Director, Articulate Communications for hosting this podcast series. Here is a link to Episode 2 of the series - Technology Strategy and Business Performance in the Digital Era (August 22, 2018) where the podcast series was originally published.
Thomas Murray Covers Alphacution: Measuring the FinTech Payback
Originally published on the Thomas Murray website on August 20, 2018 Conversation with Paul Rowady, Director of Research, Alphacution Research Conservatory What is Alphacution? Alphacution is the first digitally-oriented research and strategic advisory platform focused on developing a centralized "market intelligence asset" by modeling, measuring, and benchmarking technology spending patterns, and the operational impacts of those investment decisions. The Alphacution platform is specifically designed to deliver an empirical and quantitatively-backed perspective on the effect of financial services industry [...]
Quant Invasion Continues As Data Infrastructure Overtakes Eyeballs
Clues... At it's core, this is much of what we are ever doing as a research and advisory operation: Looking for clues. Ideally, we are looking for the kinds of clues that recur as patterns. And then, tell the stories from those clues and patterns. (Better yet, if we can devise a mechanism to systematically discover more clues and more patterns with regularity, then we will have developed something quite valuable. But, I digress...) So, it was with [...]
Introducing the Alphacution Podcast Series – Articulate Communications Interviews Paul Rowady
Our first podcast! Originally published on the Articulate Communications blog, August 16, 2018... Many thanks to Clare Rhodes, Managing Director for hosting this discussion.
Forbes Loves Alphacution: “Software is Eating the World, Starting With Finance”
< Originally published by Tom Groenfeldt, Contributor, Forbes - July 31, 2018 > On its way to eating the world, software is eating up bank IT budgets, according to Paul Rowady, CEO of the consultancy Alphacution. Marc Andreessen, the venture capitalist, is the author of the famous quote about the general rise of software. Rowady, who is developing sophisticated models around finance and technology, sees software eating up IT budgets and crimping spending on hardware at banks. He thinks [...]
Exposing Franklin Templeton’s Greatest Challenge: #ETFs
Exchange-traded funds (ETFs) may have their critics, but with nearly $3.5 trillion in total value represented by over 1,900 unique funds as of June 2018 (according to the Investment Company Institute - ICI), this segment of the market has grown faster and is now larger than total assets under management (AUM) of hedge funds (which BarclayHedge estimated at nearly $3.0 trillion for Q1 2018). Success is always the sweetest revenge... Sure, the naysayers point to numerous complexity factors [...]
A Game of Thrones Breaks Out in #BigFinTech
The incumbency of incumbents continues... This play has been well-established in the hardware and technical infrastructure arena for banks. And, for students of this game, the drumbeat of clues has been steady in the software solution arena for all types of financial asset-handlers, as well. However, with the $1.45 billion acquisition announcement of Eze Software Group by SS&C Technologies Holdings, Inc. (SSNC) on July 31, 2018 - an event that comes a mere 11 days after State Street [...]
When Market Makers Ate Their Own…
Right out of the gate, this story might emit a whiff of last year's news. Maybe. But, that sense would only last until you realize that this is also a template for improving predictions about future events. And, that kind of predictive power relies upon the bet that more markets and opportunities are becoming winner-take-all in the digital era... (Hint: As the functioning of markets - and other economic opportunities - become more "digital," a single leader can [...]
Rise of the Platform
William Shakespeare wrote: "All the world's a stage, and all the men and women merely players." It turns out - more so now than ever before - that there is a business equivalent to this famous line from Act 2 Scene 7 of Shakespeare's play, "As You Like It." The difference, however, is that the "stage" in the current context is known as a platform. And, with each passing day, the strength, agility, intelligence and speed requirements of [...]
