Insight Search Search Submit Sort by: Relevance Date Search Sort by RelevanceDate Order AscDesc Podcast May 28, 2021 Podcast | Key Challenges for Asset Management Firms in 2021 and Beyond In this podcast, Protiviti Managing Director Sean Gleason discusses key challenges for asset management firms. Podcast July 21, 2022 Risky Women Podcast | Compliance & Risk Challenges for Small Asset Management Firms: Amy Aubin Jackie Sanz of Protiviti talks with Amy Aubin, a CCO of two firms in Canada, about compliance and risk challenges faced by compliance professionals of smaller firms in the asset management industry, where innovation and access to compliance networks are of importance in the management of risk. Amy Aubin is the Chief Compliance Officer of Waypoint Investment Partners Inc., an independent wealth… Whitepaper December 11, 2022 Positioning Asset Managers to Withstand Economic Sanctions Governments around the globe have engaged increasingly in offensive economic-sanction tactics in response to geopolitical conflicts, social injustice and violations of basic human rights. For fear of not being able to exit positions, leery market participants and investors have been swift to react. The economic ramifications of sanctions extend beyond the borders of the sovereign nations upon… Newsletter September 10, 2021 Ransomware: Analysing Risk and Protecting Critical Assets Ransomware is a current threat many people are struggling to understand and manage. Amid the headlines and uncertainty, how can the board respond strategically? Reputation damage, hefty ransoms and business continuity are all concerns with ransomware. But the core of the conversation is about the potential loss of intellectual property and customer information and the specter of unpleasant… Client Story March 30, 2022 Journey to the Microsoft Cloud: Global financial services institution modernizes and protects data assets with Microsoft 365 Faced with the technical, compliance and data security challenges of launching Microsoft 365 across their global enterprise, a large financial services and investment institution needed to successfully deploy Microsoft 365 to its 30,000 employees while ensuring governance, compliance and data security. Because of the size and complexity of their firm, the financial institution had concerns with… Client Story December 16, 2021 Strong, flexible identity and access management, built collaboratively Solving complex identity and access management issues for an organisation often requires finesse, collaboration and the ability to creatively meet the needs of all aspects of the business with a single solution. One global biopharmaceutical company discovered the power of collaboration as it worked to replace an existing access management implementation, harmonising two distinct populations(… Client Story June 30, 2023 Change management, automation and new digital tools transform finance operations for educational services company A $1 billion educational services holding company that operates in the U.S., Australia and New Zealand needed to transform its finance operations. The organisation, which operates numerous higher-education institutions and provides a workplace educational benefits administration solution, enrolled more than 100,000 students in its universities and served 50,000 workplace learners in 2021, growing… Podcast April 19, 2023 Podcast | ESG and Data Management – with Alyse Mauro Mason and Mark Carson and Zachary Unger Data management is a critical component of an organisation’s reporting and required disclosures, whether they are for regulatory authorities or stakeholders. The needs are no different when it comes to environmental, social and governance (ESG) – an area of growing global importance for organisations worldwide. In this podcast, Protiviti Associate Director Alyse Mauro Mason interviews Protiviti… Podcast Transcript June 16, 2023 Transcript | ESG and Data Management – with Alyse Mauro Mason and Mark Carson and Zachary Unger Data management is a critical component of an organisation’s reporting and required disclosures, whether they are for regulatory authorities or stakeholders. The needs are no different when it comes to environmental, social and governance (ESG) – an area of growing global importance for organisations worldwide. In this podcast, Protiviti Associate Director Alyse Mauro Mason interviews Protiviti… Video December 11, 2020 Understanding the Relationship Between Business Continuity Management and Operational Resilience We often get asked, what is the difference between business continuity management (BCM) and operational resilience? Rather than look at the differences, we believe the best way to answer this question is to look at the relationship between these two programmes. Load More
