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Best Practices

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FATCA – Foreign Account Tax Compliance Act

15th September 2014

The US Foreign Account Tax Compliance Act (FATCA) has triggered an amalgamation of set-backs for firms worldwide. Unfortunately, the backlog of challenges associated with many FATCA - inspired, data exchange initiatives is only just the beginning. read more

Shareholdings disclosure: The requirements and challenges

15th September 2014

As new regulations mount up and asset managers review their data solutions, there is a strong case to be made for automating compliance with shareholding disclosure requirements. read more

Start Fast and Stay Fast - Priming Java for Market Open with Zing ReadyNow!

30th July 2014

In this presentation, Azul CTO Gil Tene describes Zing ReadyNow! technology that allows systems to achieve optimum performance and consistency at the start of the trading day. Where common warm-up techniques may sometimes optimize for the wrong conditions, ReadyNow! technology prevents most de-optimization that otherwise would occur when "real"... read more

The Definitive Guide to Reconciliation Data Aggregation

23rd July 2014

Company: Watson Wheatley
In-House or Outsource? This paper covers data aggregation challenges and solutions for asset reconciliation within asset management firms. By Duncan Wheatley, Managing Director of Watson Wheatley Financial Systems. •Considerations for managing complex data from multiple sources •7 key areas to the data aggregation process for asset... read more

Reconciliation Best Practice - What Asset Management Operations Need to Know

15th July 2014

Company: Watson Wheatley
This paper provides an outline of what we consider to be reconciliation best practices for asset managers and functional requirements needed to support these practices. • Best practices for asset managers in the reconciliation process • Functional requirements to support these processes with technology • Expert insight on outsourcing data... read more

Brady Energy Trading & Risk Management Solution

2nd July 2014

Brady ETRM was created in Scandinavia, the first deregulated energy market in Europe, Brady Energy Trading & Risk Management solution combines sophisticated trading and risk management functionality with flexible, state-of-the-art reporting, data warehousing and integration technology. It is an out-of-the-box product with full customisation and... read more

T+2: a growing challenge

1st July 2014

Company: GBST
In order to reduce the current high rates of trade fails and associated costs and operational risks, Central Securities Depositories Regulation (CSDR) necessitates a move to T+2 or less for all European Union (EU) markets by 2015. In this article, Denis Orrock, CEO at GBST Capital Markets, examines the implications of such move and the primary... read more

Market utilities: useless or useful?

26th June 2014

Company: GBST
It is only a matter of time before one of the larger international service providers realises that service delivery to the retail broker-dealer space sector is not as complicated as many believe, says Denis Orrock of GBST Capital Markets read more

Reconciliation and Data Aggregation Best Practice

19th June 2014

Company: Watson Wheatley
This paper from Watson Wheatley Financial Systems (WWFS) provides an outline statement of what we consider to be best practice with respect to the use of reconciliation software used by asset managers. It is not a description of any particular product, although our i-Recs and Importer products exhibit many of the characteristics described here.... read more
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