Waters Wrap: Microsoft’s capital markets play (And Algorithmics thoughts)

Anthony takes a look at an interesting announcement between FactSet and Microsoft and what it could hint at as to Microsoft’s future in the capital markets. He also examines Algorithmics in the year after the SS&C acquisition.

Before we get into this week’s topics for the Waters Wrap, just a reminder that WatersTechnology will be hosting its first event—the Innovation Exchange—of 2021 on March 22-25 (virtually, of course). That first day of the event will focus on issues pertaining to ESG. 

I bring this up because I recently spoke with George Mussalli, chief investment officer of equity investments at PanAgora Asset Management, and Mike Chen, the firm’s director of portfolio management and sustainable investing

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The AI boom proves a boon for chief data officers

Voice of the CDO: As trading firms incorporate AI and large language models into their investment workflows, there’s a growing realization among firms that their data governance structures are riddled with holes. Enter the chief data officer.

If M&A picks up, who’s on the auction block?

Waters Wrap: With projections that mergers and acquisitions are geared to pick back up in 2025, Anthony reads the tea leaves of 25 of this year’s deals to predict which vendors might be most valuable.

Removal of Chevron spells t-r-o-u-b-l-e for the C-A-T

Citadel Securities and the American Securities Association are suing the SEC to limit the Consolidated Audit Trail, and their case may be aided by the removal of a key piece of the agency’s legislative power earlier this year.

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