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Why Billion Dollar Hedge Funds Are Going Cloud

Posted by Mary Beth Hamilton on Thursday, June 19th, 2014

Today we released a new whitepaper that looks at a growing trend we are seeing -- billion dollar hedge funds and investment firms moving to the cloud. Here is a sneak peak at the paper's content as well as a video interview with Bob Guilbert on why firms should read, Why the Billion Dollar Club is Headed to the Cloud.

It’s More Than Managing Money

Billion Dollar Club Goes CloudThere’s more competition in financial services than ever before. Every week, new and agile boutique firms sprout up, armed with proprietary models and the right technology foundation to compete – intensely – with the major players for billions of investment dollars. Firms of every size are competing to deliver broader ranges of increasingly exotic instruments, specialized funds, and high-performance investments that deliver competitive returns to investors whose demands and expectations continue to climb.

But when it comes to performance and success in financial services, there’s more to evaluate than just the hard numbers. Returns alone aren’t enough. Today, savvy firms know they need to deliver more. In a post-Madoff, post-2008 world, the SEC and FINRA – and investors as well – are scrutinizing all corners of the operation. There’s an increased focus on how operational risk is managed and how firms respond to greater demands for transparency. That means it’s more important than ever for firms to deploy and maintain robust, scalable, and secure technology infrastructures.

Categorized under: Cloud Computing  Hedge Fund Operations  Infrastructure  Outsourcing  Trends We're Seeing  Videos And Infographics 



Painting a Picture of Hedge Fund Technology (Infographic)

Posted by Emma Howie on Tuesday, December 17th, 2013

They say a picture is worth a thousand words so here is an infographic of our 2013 Global Hedge Fund Technology Benchmark Study that explores the most common front, middle and back office applications and technology used at today's hedge funds.

Hedge Fund Technology Study Infographic
 

Categorized under: Videos And Infographics  Communications  Hedge Fund Operations  Infrastructure  Launching A Hedge Fund  Outsourcing  Software  Trends We're Seeing 



Opalesque Radio: Answering Fund Operational Challenges

Posted by Mary Beth Hamilton on Tuesday, October 29th, 2013

Eze Castle on the RadioThis week Opalesque Radio featured an interview with Bob Guilbert, managing director here at Eze Castle Integration, on addressing operational challenges facing hedge funds with cloud solutions.

The 9:30-minute podcast covers a range of topics. You can listen to the full podcast HERE, just jump to the sub-features that interest you most below.

Play Opalesque Interview with Bob Guilbert


 

Categorized under: Cloud Computing  Launching A Hedge Fund  Disaster Recovery  Eze Castle Milestones  Hedge Fund Operations  Trends We're Seeing  Videos And Infographics 



Is Bigger Always Better? Advice for Hedge Funds Named David

Posted by Kaleigh Alessandro on Thursday, September 12th, 2013

David vs. GoliathLike David bravely dueling with the larger Goliath, small and mid-sized investment firms are often faced with insurmountable odds when competing against larger (and better endowed) funds. With more experience and more assets, larger firms have the advantage when it comes to soliciting investor allocations. But do these inherent shortcomings equal certain failure? If David can emerge victorious, can’t smaller hedge funds?
 
Earlier this week, we gathered a panel of experts in San Francisco to discuss this topic at length. Following is a brief synopsis of the topics they covered.

Categorized under: Hedge Fund Operations  Cloud Computing  Hedge Fund Due Diligence  Infrastructure  Launching A Hedge Fund  Outsourcing  Real Estate  Trends We're Seeing 



Hedge Fund Infographic: You know you're a Private Cloud User if...

Posted by Jessica Sipprelle on Tuesday, March 19th, 2013

Today, we're excited be hosting the 2013 London Hedge Fund Cloud Summit at the Prince Philip House in London. The event features a variety of industry experts participating in thought-provoking panel disccussions focused on the cloud adoption trends shaping the investment industry. Conversations will touch on everything from the differences between public and private clouds to cloud security and application hosting.

In honor of this event and to provide a visual to help encapsulate the many benefits that come from leveraging a private cloud, we have published a new infographic entitled “You Might be a Private Cloud User If…” Check it out to see the top 10 signs that you are likely a private cloud user. For more information and details on the 2013 London Hedge Fund Cloud Summit please visit the event page. Also, be sure to look out for a recap of the event here on the Hedge IT blog next week!

you know you're a private cloud user if...infographic

Categorized under: Cloud Computing  Eze Castle Milestones  Hedge Fund Due Diligence  Hedge Fund Operations  Hedge Fund Regulation  Launching A Hedge Fund  Trends We're Seeing  Videos And Infographics 



What are Investors Thinking...When it Comes to Hedge Fund IT?

Posted by Mary Beth Hamilton on Thursday, March 14th, 2013

Yesterday our VP of client technology, Steve Schoener, presented on a California Hedge Fund Association webinar about building an institutional infrastructure at today’s hedge funds. A lofty topic (so consider this a basic primer), Steve focused on four key discussion areas, which we’ll recap here. They were:

  • Investor Expectations of IT

  • On-premise & Cloud solutions: Which is right?

  • Security Risks & Best Practices

  • Disaster Recovery How-Tos

You can watch the 30-minute webinar now or keep reading below.

Categorized under: Infrastructure  Cloud Computing  Hedge Fund Due Diligence  Hedge Fund Operations  Launching A Hedge Fund  Outsourcing  Security  Trends We're Seeing 



The Hedge Fund CFO's IT Checklist: Questions to ask about the Cloud

Posted by Dina Ferriero on Thursday, February 21st, 2013

Hedge Fund CFO ChecklistHere on the Hedge IT blog, we love to talk about the cloud. However, most of our discussions focus on the technology and operational considerations for investment firms. This week, we’re taking a different approach and looking at the cloud from a business perspective. On Tuesday we explored the business case for moving to the cloud. Today, we’re taking the CFO’s point of view.
 
You’re a hedge fund CFO. Your CTO has proposed moving the organization’s IT infrastructure to the cloud using a third party service provider. What questions should you ask to gain a better understanding of the impact this change could have on your team and the firm at large?

Categorized under: Cloud Computing  Hedge Fund Operations  Infrastructure  Outsourcing 



The Business Case for Moving to the Cloud: A Hedge Fund Manager's View

Posted by Jessica Sipprelle on Tuesday, February 19th, 2013

While the technology benefits of moving to the cloud are well known, the business case for moving to the cloud is just as important. The hedge fund industry is increasingly moving towards cloud computing not only for the vast technology benefits, but also for the enhanced efficiencies, high quality technology environment, and numerous cost savings.  Read on to learn the business case for adopting cloud computing technology at your firm.

Business Case for Clouds ImageTransferring from CapEx to OpEx
Today, many hedge funds are grappling with ways to achieve efficient operations while remaining as competitive as possible.  Companies are examining the costs associated with their IT departments in order to determine the best way to make their technology more cost effective. For many firms, this means moving to the cloud. One of the major benefits of adopting cloud computing technology is the resulting movement from CapEx to OpEx.

This shift allows a decrease in capital expenditures (CapEx) and an increase in operational expenses (OpEx), providing potential tax benefits. The tax benefit is the result of OpEx allowing for the deduction of expenses in the current year and the cutting of tax liability applied to net income. Furthermore, there are few upfront capital expenditures associated with adopting a cloud model as there with building out in-house comm rooms and data centers. This is because cloud providers deploy a “pay-as-you-go” service model. 
 

Categorized under: Cloud Computing  Hedge Fund Operations  Infrastructure 



Microsoft Licensing Audits Ramping Up: Are you up to date?

Posted by Jessica Sipprelle on Thursday, February 7th, 2013

Microsoft Audits BriefcaseThis fall, Microsoft’s new Windows 8 operating system captured the attention of many customers. Windows 8, however, isn’t the only Microsoft change 2013 will bring. Microsoft is planning to provide stricter oversight of its auditing process by conducting up to 30,000 licensing audits on small to midsize companies by 2014. Here is an overview of why you should ensure that your software is up to date and what to expect when it comes to the Microsoft licensing audits.

What are the Microsoft Licensing ​Audits?
In 2013, Microsoft will conduct audits on customers’ software usage. The audits will be mainly focused on mid-size companies with 500 - 2,000 computers.  Many large companies have already put strict companywide licensing policies in place, but smaller firms typically have less formalized processes for ensuring all devices are licensed appropriately. As a result, Microsoft’s auditing focus is shifting to smaller companies. These audits will ensure that clients’ software is correctly licensed and paid for.

Categorized under: Hedge Fund Regulation  Hedge Fund Operations  Software 



I’m Launching a Hedge Fund. What Tech Questions Do I Ask?

Posted by Mary Beth Hamilton on Tuesday, January 29th, 2013

The latest HFR Global Hedge Fund Industry Report found that hedge fund assets increased by $60 billion in the fourth quarter of 2012, bringing total industry capital to a record $2.25 trillion.  With hedge funds posting performance gains and the new year upon us, we expect to see new hedge fund launches take off. 

Technology is just one of the many areas to consider when starting a hedge fund.  To help jump start the process, below is a list of some commonly asked questions we receive.

Where do I start in creating a technology budget for my hedge fund?

It is important to note that whether a firm selects to go with an in-house IT solution or cloud computing there will be implications on technology budgeting.  Once in-house versus cloud is evaluated, it is important to think about the workflows and systems you use to complete your work – be it email, reports, phones, market vendor applications, and/or risk systems.  You can find a technology budgeting worksheet here to help with your planning.

Categorized under: Launching A Hedge Fund  Cloud Computing  Hedge Fund Due Diligence  Hedge Fund Operations  Infrastructure  Outsourcing 



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