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June 15, 2020
新しい資産運用プラットフォームとして注目されているロボアドバイザー(ポートフォリオ構築やリバランスなどを自動的に行う資産運用サービス)だが、コロナ・パンデミックにより、初めて下降相場や大きなボラティリティを経験している。アイテグループでは、2020年4月、米国のロボアド・スタートアップと大手金融機関のロボアドサービス部門合計5社へのインタビューを実施、現時点でのコロナの影響や各社の対応状況をレポートにまとめた。ここではその概要を報告する。 アイテ・グループ・レポート: Impacts of the COVID-19 Pandemic on Digital Investment Management Platforms ■ ロボアド企業が経験していること (1) 新規口座開設の増加 2020年第1四半期、各社で新規口座の開設が急増しており、...
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June 2, 2020
I recently had the pleasure and the privilege of participating in Insurity’s Connected 2020 virtual conference. This conference was originally supposed to have taken place live in Dallas in late April, but the COVID-19 pandemic forced a change in plans. While the conference location and content delivery method shifted, the core mission of providing useful information for attendees remained the...
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May 26, 2020
Last week, I discussed the grand adventure that air travel has become, and that’s all well and good, but getting somewhere is only part of the challenge. Finding a place to stay is a necessary part of the trip, and we stayed in three different hotels as we meandered from Pittsburgh, PA to Alliance, OH to St. Louis, MO and then back to Charleston, SC.  Getting a hotel reservation is...
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May 19, 2020
Last weekend, my wife and I flew to Pittsburgh, PA from Charleston, SC to retrieve our daughter from college where she graduated on Saturday (with no ceremony). I’ve been traveling for business at least monthly pretty much my entire professional career. I am a “million miler” on Delta, as is my wife, so both of us have spent a lot of time in the air travel ecosystem. I confess that it was...
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May 13, 2020
On May 12, 2020, the Internal Revenue Service (IRS) announced it was relaxing the rules for dependent care FSAs. COVID-19’s forced closures of day cares, canceled after-school programs and spring break and summer camps, and the ensuing shift in families’ needs for dependent care made it critical for enrolled families to be able to change their dependent care contributions. Prior to this change,...
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April 28, 2020
Litigation over business insurance claim denial is the proverbial 800-pound gorilla that carriers must address. As of this writing, lawsuits are beginning to proliferate (as Aite Group predicted in COVID-19: Challenges and Opportunities in Financial Services), and most of these lawsuits are centered on the policy limits or exclusions related to business interruption. Most business insurance...
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April 22, 2020
As global investors observe the value of their retirement savings plummeting and as tens of millions face sudden unemployment, how should the retirement industry be supporting its customers through communications and other services, especially for investors who lack ongoing access to a financial advisor? For most of the roughly half of U.S. workers who have a retirement account, the primary...
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April 21, 2020
So Paycheck Protection Program (PPP) round one is over, and what a storm it was. Some things went well, others went badly. These are worth considering somewhat closely. After all, there is at least another US$250 billion coming down the legislative pipeline. We are going to be at this for at least a few more weeks, maybe even a few months, if COVID-19 spikes in late fall, as did the Spanish flu...
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April 20, 2020
アイテ・グループでは、欧米の金融機関やソリューション・ベンダー各社が、コロナウイルス対策として各国が打ち出したロックダウンにどう対応したかを把握するため、緊急アンケート調査を実施した。その結果、26%の企業は在宅勤務初日よりスムーズに業務を開始、62%も数日以内に通常に業務が行えるようになったとの回答を得た。欧米金融機関では、業務のデジタライゼーションやフレキシブルな勤務インフラがそれなりに整備されいたことがうかがえる。 アイテ・グループ・レポート:Under Lockdown: Workplace Agility in Financial Services ■ アンケート調査実施の背景と概要 世界各国の政府が、コロナウイルス対策としてロックダウンを打ち出したことを受け、金融機関やIT企業は、迅速な在宅勤務への切り替えが必要となった。 アイテグループでは、...
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April 13, 2020
The challenge of getting all that Paycheck Protection Program (PPP) money out to businesses is the inverse of what’s going on with the pandemic itself. At the same time that the U.S. is trying to avoid a spike in demand for its healthcare infrastructure, it is actually invoking for its small-and-midsize-business (SMB) lending infrastructure a 100-year storm in lending demand. Unsurprisingly, the...
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