Championing sustainable and innovative finance for development

November 29, 2018

Acknowledgements This Theory of Change was prepared by the TCX staff team with close consultation and suggestions from Dr. Judith Tyson and Ms. Anna Buffardi from ODI. The views expressed in this publication are those of the TCX staff and do not necessarily represent the views of ODI.

Spotlight

Partners Capital

Partners Capital Investment Group LLC is an Outsourced Investment Office that serves endowments, foundations, investment professionals, high-net-worth families and pension funds in Europe, North America and Asia. Founded in London in 2001, Partners Capital today has 120 employees in five offices including Boston, New York, Singapore and Hong Kong. As of September 2016, the firm had in excess of $18 billion in assets under management. It is the firm’s belief that the outsourced investment office’s role should be entirely separate from the role of managing assets. The firm’s core expertise is building bespoke investment portfolios across all asset classes constructed from what it considers to be the ‘best of breed’ independent asset managers globally.

OTHER WHITEPAPERS
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PSD2 and Open Banking Without Pain

whitePaper | August 18, 2022

The European Union’s Second Payment Services Directive (PSD2) signaled a new era of change and innovation in the financial services industry. Designed to make financial transactions more transparent, efficient and secure, the directive’s requirements help institutions satisfy increased consumer demand for smarter and more flexible banking options — without compromising security.

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Open Banking and Open Data: Ready to Cross Borders?

whitePaper | July 29, 2022

Would you like to be able to aggregate your data across your bank accounts? Enable your tax accountant to see your financial information? Enable the App of your choice to make a payment on your behalf? Or perhaps you would like to enable your residents or customers to perform these tasks in a low cost, secure and interoperable way? There is a global movement towards “Open Banking/Open Data” the paradigm shift where a user authorizes the release of their data from one entity (a data holder like a bank) to an entity where they would like it to go (a relying party like a FinTech). This is also known as “user-consent based data sharing.” Although this movement started with banking use cases and gaining access to data held by banks, it is now expanding to a range of other verticals including brokerage and mutual fund services, insurance, telecommunications, utilities, health and more.

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Capital Planning Leading Your Financial Institution to Success

whitePaper | July 30, 2022

If you’re from the southeast like I am, you might recognize late August and early September as a special time of the year. It’s a time the weather is cooling down, schools are starting up again, and most importantly, the lights on the football fields around the country are set to illuminate for the first time since February. It’s also the time of year that you can turn on any sports network and have a good chance of catching a coach talking about the upcoming season and their first matchup of the season.

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Build a formula to win: Orchestrating digital transformation in global banking

whitePaper | April 6, 2023

In a survey of over 780 interviews with 250 major banks across the globe, Finastra and East & Partners open the lid providing insights into how the tactical playbook for banking is changing for banks, and why the growing importance of technology in the banking industry is fueling a new age of competitive, ESG-related digital banking.

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How Finance & Accounting Teams Can Enable Digital Transformation

whitePaper | August 2, 2022

Finance and accounting leaders are increasingly being called to do more and serve as strategic advisors to the business. As the scope of their role continues to evolve, accounting teams often struggle with capacity issues as their required compliance, controls, and other record-to-report work leaves little to no time to meet the demands of their expanding roles.

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Real-Time Risk Management for Banking

whitePaper | February 21, 2020

Does a “regular” bank that does not deal in complex instruments still need real-time risk management? To date, banks have generally accepted having risk analyses available one or two days after the fact. And for years, they have made ends meet with this delayed risk insight. So why invest in something new? Why rock the boat?

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Spotlight

Partners Capital

Partners Capital Investment Group LLC is an Outsourced Investment Office that serves endowments, foundations, investment professionals, high-net-worth families and pension funds in Europe, North America and Asia. Founded in London in 2001, Partners Capital today has 120 employees in five offices including Boston, New York, Singapore and Hong Kong. As of September 2016, the firm had in excess of $18 billion in assets under management. It is the firm’s belief that the outsourced investment office’s role should be entirely separate from the role of managing assets. The firm’s core expertise is building bespoke investment portfolios across all asset classes constructed from what it considers to be the ‘best of breed’ independent asset managers globally.

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