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ACTIVE OWNERSHIP Transforming the Client Experience for Asset Management Firms

28th July 2014

For decades, asset management firms have focused on being good client stewards by establishing large service team infrastructures that provide white-glove service to their clients. Much has changed in recent years causing a shift in how asset managers are servicing their clients. In this paper, Jarlath Forde and Julie Rodriguez discuss how firms... read more
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Finding the Right Path to Hedge Accounting

28th July 2014

Company: OpenLink
With their plates already near capacity, many organizations are also tasked with reevaluating their hedge accounting strategies to address the new wave of regulatory requirements while continuing to mitigate exposure challenges caused by increasingly volatile market activity. read more
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Achieving Best Practice in Performance Measurement and Analysis

28th July 2014

BI-SAM’s Performance CMM Our latest white paper, providing asset managers with a Best Practice Framework to assess their performance function. read more
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SAFE Exposure Index®

25th July 2014

Safe Banking Systems: Providing PNC a Sustainable Process for Identifying and Managing Customer Risk. read more

White Paper: The Self-Service Revolution for investment managers

24th July 2014

Company: StatPro Group
The explosion of information has seen digitally empowered clients seizing control. So what happens when digital-savvy customers encounter an investment management industry in which almost two-thirds of firms rely on systems from 2006 or before? Download our free white paper to learn how firms who succeed today are using technology-enabled client... read more
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Client Money: 13 Best Practice Guidelines for Insurance Intermediaries

24th July 2014

The UK's regulations defining the protection of client money in the insurance mediation or intermediary sector - Client Assets Sourcebook Chapter 5 (CASS 5) - is overdue a rewrite. The now deceased FSA's consultation paper (CP20/12) issued in August 2012 has not yet passed into regulation but it defines best practise in the eyes of the FCA. This... read more
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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
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Bringing Automated & Consistent Customer Due Diligence to Sterling National Bank

18th July 2014

Sterling National Bank's legacy systems and labor-intensive processes needed to be replaced with robust technology that would streamline workflow, better identify risk and scale to accommodate growth while meeting regulatory requirements. This case study examines how SAFE Advanced Solutions®, SBS' integrated suite of software and services for list... read more
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New Whitepaper. Data - The Key To Unlocking Solvency II

17th July 2014

Company: Thomson Reuters
This white paper offers market best-practice and outlines how firms can use Pricing and Reference Data to better comply with their Solvency II obligations. This is particularly important when examining the adequacy of capital resources and the use of Own Risk and Solvency Assessments (ORSA). Tim Lind, Global Head of Financial Regulatory Solutions... read more
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