CFA: Day #3 – The Girl with the Graphs and the Chinese Coconut

Until now, day three has been the best, and for surprising reasons. There was a FinTech session, but it was quite disappointing, even though I have a great interest in FinTech. A presentation on Japan, an unwillingly comic corporate presentation from Hong Kong Exchanges and Clearing(HKEX) and a really brilliant presentation on ‘Illusion of control’ saved the day

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CFA: Day #2 – Gone Fishing in China

Imagine that you are going for a walk on the shores of a big lake, and you stumble across a man fishing. That proved to have a lot to do with my 2nd day at the conference

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CFA: Day #1 – Lift Off

Finally, the conference has taken off. There is no doubt that there are two major focuses on this year’s conference. The first is behavioral finance, or more accurate how to behave in finance. The second is insights into Asia and especially into China

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CFA: Day #0 – Join CMP at the 71st CFA INSTITUTE Annual Conference

Once again Partner Kenneth Brandborg is participating in the CFA Institute annual conference. Kenneth will share his daily insights from the conference in Hong Kong

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#Fintechgration Is Coming

The Capital Markets are constantly evolving. Especially, disruptive technologies are pushing boundaries within the FinTech space of Capital Markets. Being part of this journey, is one of the main reasons for why I joined Capital Market Partners(CMP). At CMP, I have the opportunity to develop my passion for FinTech and have focus on future trends and technologies from a business perspective. For this reason, my colleague Sebastian Olguin Sørensen and I would like to give our view on FinTech in the Capital Markets, how it will evolve in the coming years, and what to prepare for. We will launch our FinTech initiative, Fintechgration 7×7 Pitch Event on June 21st — The event is open for everyone, but offers limited seating, so join now!

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Implementation of New Business Area – Facilitating the Initial Steps

Today, we often see large companies in the financial sector moving into new business areas like clearing of new financial products or managing pension products for customers. There can be several reasons for this move, but in many cases the company needs to get at quick and relative thorough picture of their options on how to support this new area from a business, compliance, operational and IT point of view.

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It’s All About Dividend Tax: The Low-Cost Game in the ETF Market

This blog is not a pro and con of active versus passive investing. That topic is so well covered by academia and financial professionals. Rather, this blog aims at disclosing a not so often discussed feature in the ETF product: Securities lending programs and the dividend tax optimization as a mean for the low costs in the ETFs.  

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MiFID II Implementation – So What Has Happened?

At CMP, we have been involved in a number of MiFID II projects over the last couple of years. This has been most interesting, but has certainly also had its frustrating moments. Now that the initial deadline has passed, we have taken a bit of time to reflect on the processes between the supervisors and the supervised when implementing such large scale regulatory projects.

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Insourcing vs. Outsourcing – Do it for the Right Reasons

There is currently a movement within the financial industry regarding sourcing. Some companies choose to outsource, while others decide to pull back similar tasks previously outsourced. But, why do we experience these different moves? Which factors determine whether something should be outsourced or taken back into the organization? The right match of whether to in- or outsource can be very different from one organization to another. But the reasoning behind, why to in- or outsource, should always depend on company specific objectives.

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The eye of the storm – a MiFID Christmas greeting

As some of you may know, our little company is broadly involved across the Danish financial sector in preparing for the upcoming MiFID regulation. At this point, it seems we are in the middle of the storm, the eye of the hurricane, where everything is eerily quiet.

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