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The Evolution of Software

17th December 2014

It is vital that asset managers understand the comparative advantages and disadvantages of each software model when exploring new accounting, reporting, and reconciliation solutions. There are distinct advantages (and disadvantages) inherent in different solution delivery methods, and understanding the key structural components of each solution’s... read more

Establishing Investment Accounting and Reporting Best Practices

16th December 2014

The complexity and uncertainty of today’s financial markets has placed tremendous pressure on the teams responsible for managing investment portfolios and the functions associated with them. At the same time, boards must be briefed and they expect all portfolio data to be accurate – at their convenience. With growing investment balances across... read more

First Principles Capital Management Case Study

16th December 2014

First Principles Capital Management (FPCM) is a leading fixed-income asset management firm serving both institutional and individual investors. Developing and maintaining excellent client relationships is vital. The firm’s commitment to meeting the needs of its investors and its expertise in fixed income assets, including mortgage-backed... read more

Basic Securities Reconciliation for the Buy Side

16th December 2014

Company: Watson Wheatley
A white paper by Duncan Wheatley, Director of reconciliation specialists Watson Wheatley Financial Systems. This paper focuses on the operational control requirements of a buy-side securities trading firm with particular reference to post trade reconciliation. read more

ConnectCore™ responsible for advanced digital bank transformation in Moldova

16th December 2014

The Client is a retail bank that offers services to individuals and corporate clients in the Republic of Moldova. The bank has 70 branches throughout the republic. Until now only selective banks have been serving customers digitally. Most of them using thick clients installed locally on the customers’ systems. The concept of banking from a... read more

Banking SaaS Delivery Across the Nordics Powered by ConnectCore™

16th December 2014

The Client is one of the largest service providers in the Nordic region and provides banking services for a substantial number of customers throughout the Nordics. They wanted to improve their current service delivery platform to a number of banks and financial institutions across the Nordic countries of Sweden, Norway and Finland. Focus was put on... read more

Steps towards PAS transformation

16th December 2014

Company: JMR Infotech
Should your company go for a Policy Admin System (PAS) change? Is the company really ready to make the change? Does your management want you to change PAS before making necessary organisational change? Should the Policy Admin change be the sole responsibility of the CIO and is a CIO lead initiative? In this white paper the author would like to... read more

Risk, Regulation & Data - A Forward Look Into 2015 & Beyond

15th December 2014

Company: Thomson Reuters
Marion Leslie, managing director, Pricing & Reference Services at Thomson Reuters talks about the Risk, Regulatory and Data challenges that are impacting the Financial Services sector. Watch the video to see the trends taking place in the market, what new best practices are developing, and what regulatory changes are in store for 2015. read more

Risk Data Challenges, Survey Feedback & Market Insight

15th December 2014

Company: Thomson Reuters
In this interview Kate Toumazi, Global Head of Risk Data Services with Thomson Reuters outlines the latest challenges impacting the Risk Management function as it relates to the use of Risk Data Services, provides insights into their latest risk market surveys and provides a deep insight into how the market is addressing these challenges. read more
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