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The Essential Global Resource for Financial Technology
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Indices & Product lists
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White Papers, Case Studies and Best Practices
Scotia Capital chooses a web-based managed service to differentiate its services
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More white papers, case studies and best practices
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Mizrahi Tefahot Bank establishes a competitive edge with an integrated risk management system
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Achieve SEPA reachability without having to make immediate major investment in infrastructure
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The FSA has recently set out its clear intention to establish stronger controls to manage liquidity at both the macro (market wide) and micro (firm specific) levels. Why? Because the FSA believe that recent events have highlighted the shortcomings of quantitative models and confirmed the importance of disciplined risk management processes.
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Our system takes care of a bank’s full reporting requirements for the Financial Services Authority and the Bank of England. It’s a proven system, and we regularly update it to meet new reporting requirements.
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Our messaging product is compatible with all message formats and hosts – which makes it the ideal choice for both global banks and smaller, growing institutions. And because all your messages will be processed through a single application, you’ll save time and money
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PlusFeed(SM) PlusFeed, Interactive Data’s consolidated low-latency datafeed delivers a broad range of global financial information ideally suited to powering institutions’ applications. PlusFeed’s content set includes exchange-based data, contributed data, news, corporate actions and reference and fundamental data.
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The Tower Group describes payment convergence and its latent opportunities as relating “to the blurring of the lines between traditionally different payment types." This whitepaper examines global trends in payments convergence from a regional perspective: Firstly, the Demise of Value and Volume as Payment Drivers in Europe and secondly the US Focus on convergence opportunities, which lies in...
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While nobody can deny that payment outsourcing is experiencing a widespread resurgence in popularity, especially in Europe, outsourcing remains an inexact and ill-defined science. With multiple potential strategic smart-sourcing models, the choice depends on two critical factors which run to the heart of a bank’s long-term goals; core payment processing strategy versus the customer value...
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The payments market is closely monitoring significant technical developments such as the Service-Oriented Architecture standards and their underlying Web Services technology. This development is particularly relevant for large scale enterprises offering a cooperative framework for building large scale IT systems. Service-Oriented Architecture based infrastructure promises an alternative to...
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In this article, MDSL CEO and cost management solutions expert Ben Mendoza answers key questions on best practices for selecting a global TEM provider. For 15 years, MDSL has been providing cost savings tools for telecom expense management (TEM) and market data management (MDM) to organizations around the world. Over 90 percent of financial enterprises use MDSL products every day to contain...
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Overview Customer case study - Schroders Customer case study - Techcombank Customer case study - Bank of Shanghai Using data from The Banker Top 1,000 banks 2009 report, our analysis demonstrates that banks running Temenos' core banking software have on average: • a 62% higher return on capital • a 54% higher return on assets and • a cost/income ratio that is 7.2 points lower than...
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Overview • McKinsey suggests there may be evidence to show a correlation between the performance of banks and whether they have successfully implemented new core banking technology • The notion of a core banking 'platform' is emerging, i.e. an environment that puts in place the basic core banking capabilities quickly and does so in a way that ensures compliance with SOA principles and open...
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In the world of FX, real-time is a necessity and WestLB needed a platform that would allow them to not only cater to the demanding volumes the foreign exchange business brings, but also able to handle heavy market data refreshes that would continually be changing the calculations and data the front office would need to view. After a short proof-of-concept, WestLB felt comfortable that...
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This extremely ambitious project implies the creation of a single European settlement system, open to any European CSD. If the project comes off, there is no doubt that TARGET2-Securities will result in a major reshaping of the European Settlement landscape.
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Two years on from its implementation of Sophis VALUE, Arqaam Capital explains why Sophis was the right choice for its business
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Selecting BI-SAM allowed Schroders to implement a single system to support their performance measurement, and attribution, including fixed income, reporting processes on a global basis. Owing to the flexibility and scalability of the B-One platform, this is now the global performance and attribution reporting platform at Schroders.
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Realizing a multi-country Pan European Payments Platform with TCS BaNCS Payments
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A case study from a recent implementation of i-Recs by Watson Wheatley at a London Hedge Fund. The daily reconciliation includes positions, margin balances as well as P&L calculations. The client also required use of Watson Wheatley's Importer product to consolidate the data from multiple clearers into one standardised format.
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An evaluation of Compliance System Requirements for the Securities Market commissioned by Business Systems (UK). Content Covers: The Financial Services Market - & regulatory burden, Compliance problems for Financial Services Firms, Requirements for Compliance Systems, FSA report “MiFID supervisory priorities - results of wholesale thematic review”, Market Abuse, Rogue Traders & Insider...
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Standard Life Investments Selects Bonaire's Revport
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In 2009 market participants continue to cope with high trading volumes, new trading venues and also considerable volatility, while client and counterparty risk are receiving increased focus in the wake of the credit crisis. Management of these and other elements of risk is high on the agendas of trading firms globally, with one key parameter being the timeliness of the management process.
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web reporting, online valuations, client reports, investment management, wealth management, asset management, private clients, trustees, Coric, Equipos, real-time reports, web reporter, document manager, straight through reporter, MiFID, KYC, online client access, online client data, compliance, scalable, reliable, custom, personalisation, segmentation reporting, integration, back office,...
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This paper 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 products, although i-Recs and Importer exhibit many of the characteristics described here. Rather it is an attempt to isolate what functions are important when supporting a process that all asset...
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Press- Baring Asset Management Selects Bonaire’s REVPORT™
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The sophisticated and customizable reporting capabilities Advent Portfolio Exchange offers are proving a key area of operational improvement for Bank Oyens & Van Eeghen. One innovation has been the development of a report that shows the strategic asset allocation for a client, along with the bandwidth and current ratings that apply to the account, which helps the firm ensure it is managing risk...
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In its emphasis on execution, however, the industry has largely overlooked the issue of fragmentation in the post-trade environment—how to streamline the many steps that must be carried out between execution and settlement. Custodial and broker notification, DTCC confirmation and affirmation, and back-office processing tend to be viewed as “housekeeping,” with little sense of urgency. Yet...
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February 2010 Deadline Looms for New Options Symbology First overhaul in a quarter century increases length of options symbols fourfold. Most systems will need fixes to accommodate new symbols. Six Steps to Prepare for the Options Symbology Initiative: 1. Meet with key operations staff to raise awareness of this change and develop a transition plan. 2. Check with your software vendors to make...
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Socoete Generale wanted to find a more effective way to make better use of the bank’s existing computing resources to speed up key business applications and create a computing environment that is stable and reliable enough to meet the 24x7 needs of a global operation.
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Citigroup wanted to reduce computing costs and make better use of underutilized computing resources to provide the additional processing power required to improving the performance of complex analytical, pricing and risk management applications.
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Cloud computing has the potential to become a major tool for scientists and engineers to access high performance computing resources. In fact, it is becoming an important tool that enables efficient high performance computing while reducing the associated cost of building dedicated high performance computing systems. Keywords: InfiniBand, cloud computing, HPC as a service
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This white paper examines the evolution of private clouds and discusses how many organizations that have implemented grid or virtual machines are moving towards private clouds. It also describes how organizations can successfully implement this new IT delivery model using a phased approach that starts with cloud management software. In addition, the white paper highlights common use cases...
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Revenue Management Software Platform Since 1999, Bonaire Software Solutions LLC has been developing and implementing enterprise software and technology solutions for the global investment community. Our REVPORT™ 7.5 Revenue Management Software Platform has been recognised as a “Best in Class” suite of solutions by 9 out of the top 20 largest global asset managers and wealth management firms....
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Accounting for Carve-Outs: 2010 and Beyond Many managers in the US currently utilize carve-outs with a hypothetical allocation of cash that won’t be allowed after January 1, 2010. Five options include: 1. Establish separate portfolios 2. Create multiple cash accounts 3. Divide client files into sub-portfolios 4. Redefine existing composites without any carve-out segments 5. Show segment...
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“We had been using CheckFree APL for about 10 years,” recalls Jon Roberts, senior vice president and chief compliance officer. “We had a number of systems that were not integrated, not compatible,” Mr. Roberts says, “and we were doing a lot of cobbling data together for reporting purposes.” Klingenstein, Fields & Co. traces its lineage back to the 1920s, and has constantly adapted to...
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The continuing debate of EMS vs. OMS misses the mark. Trading desks and traders require tools that are built to precisely address their nuances of implementing and succeeding in the markets. EMS and OMS platforms were created for specific tasks relating to a firm’s investments. While often times there are slight overlapping areas of functionality, both platforms have areas of significant...
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To thrive in today’s rapidly evolving market, it is imperative that funds operate within a multiprime model to mitigate potential risk and manage transaction costs effectively. This is the opening installment of a series and shares our findings from discussions with our broadly experienced client base. The Geneva client base comprises over 175 firms in the following markets: ■ Over 130 Hedge...
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ActivePivot is able to rapidly aggregate the actual vectors of risk and produce, on the fly, the VaR measures (closed form or statistic) needed – all within a split second. 1) ActivePivot is object-oriented and can aggregate objects as well as simple numbers 2) ActivePivot is able to compute, interactively, additional measures based on the data aggregated in the cube It is the manner in...
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ActivePivot has many benefits compared to the traditional OLAP products and packaged risk solutions in existence today. It also brings together those features of OLAP (better and deeper analysis of one's data with full slice & dice capabilities) with faster decision making functionality wsuch as those found in complex event processing systems. ActivePivot is the best of both worlds - catering to...
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CMC Markets went live with Quartet’s ActivePivot software recently to compute customer positions, re-valuations and any collateral requirements in real-time 24x7. At the same time, CMC Markets also wanted to provide their traders with an analytic tool that would provide a much deeper understanding of client activity. With Quartet’s event driven OLAP component they now have a solution that was...
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Broyhill’s RIA business began to attract clients from outside the family. The firm needed to transition from manual processing and portfolio accounting to a robust technology platform to accommodate its expanding asset base. Broyhill selected Advent Portfolio Exchange® (APX) through Advent® Outsourcing Services. Outsourced APX enables smaller firms to take advantage of the flexibility and...
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After a thorough review of the issues and the alternatives on the market, PCM decided to switch from the Charles River trading system to Advent Moxy,® the most widely used order management system in the industry. "Our goal was to find a new system where those processes that previously took place outside of the order management system could take place directly within the system with the least...
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Managers of the Weitz Funds follow a philosophy of taking long-term positions in readily understandable, well managed, cash generating companies. Weitz saw an opportunity to be more effective in applying the information it gathered on companies. “The most important thing that Tamale RMS does is provide context and relevance,” Mr. Hooper says. “It’s a well organized, interactive...
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Broker Intervention enables your customers to submit orders via FIX, Pro-Mark or any other source handled by Patsystems’ FIX Trading Gateway. You can then process these orders before they reach the exchange, using the powerful features of Pro Mark.
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Risk Informer is Patsystems’ platform-independent post-trade risk management solution. Risk Informer gives a real time risk view across all your trading activities and systems. It lets you calculate margin requirements in real-time, and manage risk for Flow products such as exchange-traded derivatives, equities, FX and CFDs using standard margin methodologies including CME SPAN® & TIMS.
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Just as the CCP needs to protect itself against a default of its clearing members, a clearer has to protect itself against a possible default of any of its own clients. Essentially, the clearer needs to use the same measures as the clearing house: to continually assess the risks on its clients and to ensure that the risks are adequately covered with cash or security collateral. Moreover, the...
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The World Payments Report 2009 by Capgemini, The Royal Bank of Scotland and EFMA explores the global market for transaction services. Covering Europe, North America and Asia, the report reveals the resiliency of the payments industry in the face of the recent economic crisis. Including the latest updates on SEPA and PSD, this year’s report explores the challenges presented by new market...
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ELITE: the Money Market Treasury solution from AZISOFT
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The flyer is describing the solution provided to UBS Group Treasury in Jersey. The system was put in place to manage the largest growing treasury product at UBS AG, Jersey Branch: The Medium Term Note Programme.
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Average Banking Prices Decline as Financial Crisis Pressures Banks to Reinvent Mortgage Profitability Models Capgemini, the European financial management & marketing association (Efma), and UniCredit are pleased to present the sixth annual World Retail Banking Report. The 2009 report covers 203 retail banks and 26 countries including Russia.
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Read how Capgemini uses a structured portfolio management approach to helping IT make decisions on the fate of legacy systems used for administering closed blocks of business.
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As post-MiFID competition intensifies between new and old execution venues, sell-side firms face a challenge to implement smart order routing that can keep pace with market change. Ulf Lillieroth, product manager, SunGard Front Arena, examines a strategy that combines speed and flexibility.
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The lightest core banking solution for banks having thousands of branches and spread over a large geographical area. Panacea is designed on latest J2EE technology, highly scalable, functionally flexible & significantly cost-effective.
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This document is intended to introduce hedge funds and hedge fund service providers to International Financial Reporting Standards (IFRS) and to help them understand major differences between them and U.S. GAAP. The information here will also educate on potential impacts to their organization when adopting the international standard, including considerations for accounting systems. This document...
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Your Web site is where your customers come to get information and buy products and services. It’s frequently how your suppliers and partners engage with you and your internal processes. Downtime or poor performance of your Web site or Web application can cost you in lost revenue, not to mention damage to your reputation. Rest easy. By choosing Savvis' Web Hosting, you maximize availability and...
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Virtualization and cloud computing. Everyone’s talking about them. But what can they do for you? As a global leader in implementing both technologies, Savvis can act as your trusted advisor on how to best implement either — or both — to run your business more efficiently, securely, and cost effectively. Cloud Acceleration Services.
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Although technology is key to your business today, chances are that running a data center or a global network is not your organization’s core focus. But it is ours. Savvis is one of the world’s leading IT service providers to financial markets. Our customers include more than 200 exchanges, MTFs and ECNs, who have chosen to use Savvis because of its unique combination of having a rich...
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Reducing latency by getting physically closer to the source of trading capabilities and data feeds remains a top priority for liquidity providers, liquidity seekers, execution venues, and market data providers. An increasing number of proximity hosting vendors vying for your business claim to offer the lowest latency. But you need to read between the lines of such claims. Here’s a list of seven...
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Munder Capital Management $21 Billion Asset Manager When fixed income giant Munder Capital Management needed a new portfolio accounting system, they looked at several providers but decided to partner with Advent to enhance the fixed income capabilities of Advent Portfolio Exchange (APX). Now APX does everything that required two separate accounting and reporting systems before—faster and more...
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This white paper explains the level of detail, frequency and stress testing requirements of the new FSA liquidity risk regulations. It suggests that the short implementation timetable for the regulations argues against in-house development, and provides an overview of Razor’s capabilities for meeting the new reporting regime and achieving best practice liquidity risk management, including a data...
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A number of drivers are forcing firms in the finance sector to develop more effective data management strategies. Drawing on recent research from TowerGroup and Asset Control’s many years of experience developing data management solutions, we look at the criteria firms use to select a data management strategy and identify significant limitations in the traditional approaches to data management....
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Financial institutions looking to revise their risk management processes must consider a more integrated approach that gives traders and risk managers organizational parity. Better communication and a transparent structure can give the risk department the necessary level of control to effectively manage trading risk yet also enhance profit, elevating the risk management function to one of...
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In our first whitepaper we outlined a pragmatic approach to the detection of wrong-way risk situations, combining a numerical analysis of portfolio sensitivities with a judgement-based assessment of counterparties’ business risk sensitivities. In this second paper we extend this argument to demonstrate how credit exposure profiles could be adjusted to reflect elements of wrong-way risk....
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It is becoming increasingly common for banks to charge their front office trading units for the expected losses and the capital cost of credit risk generated by their derivative trades. This charge is an internal estimate of the cost of counterparty credit risk incurred in the course of trading activities and serves as a method of encouraging the front office to manage credit exposure prudently...
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Business intelligence is spreading like wildfire through the corporate world. But what is it and how is it useful? How do you make it work for you instead of adding stone to your administrative burden? What are the potential pitfalls? TradeTech Consulting has helped a number of businesses implement or refine business intelligence (BI) solutions. We have summarized some key pointers in this white...
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Risk measures, portfolio appraisal, comparative analysis
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The system, based on qPayIntegrator - BIS’ centralized payment hub (recertified SWIFTReady SEPA in 2009), provides: controlled financial execution, transparency and auditing features necessary in the financial management of the public funds, operational risk containment, advanced liquidity reporting and forecasting, business alignment to EU financial regulations and, on top of it, is running on...
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The Romanian State Treasury Electronic Payment System uses qPayIntegrator to process the Romanian Ministry of Finance daily payments and collections. qPayIntegrator is SEPA compliant on both SCT and SDD transfers. It provides: duplicate detection, exceptions investigation, liquidity management, continuous accounting reconciliation, competitive transactions reports, monitoring in order to allow...
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Manage and update your vendor database electronically and eliminate costly check payments by converting vendors to electronic payment. http://www.travelexbusiness.com/na/payment-solutions/epayment-solutions
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International Payments and Receivables for Canadian Universities Over 500 world class universities in the US, CANADA, The UK and AUSTRALIA already trust Travelex to process outbound vendor payments and inbound student tuition and fees. Travelex, offers the education sector, state-of-the-art customized solutions for making and receiving domestic and international payments for institutions.
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performance measurement, TWR, MWR, performance management
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performance measurement, performance management, risk-adjusted returns, down market adjustments, risk-adjusted measures, bear market
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White paper, cost of performance system, performance management, performance measurement, performance system
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white paper, industry knowledge, market intelligence, mutual fund participant, performance variance factors, first rate, investment performance management, investment management, performance solutions, actual performance, published fund performance
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Technology has become a key driver to success in securities finance. Firms cannot evolve their businesses when their strategies and workflows are constrained due to limitations in technology. Technology that supports new business models with accurate, consistent information at the core can provide firms with true value and staying power.
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As the market awaits new global regulations and debates the mathematical basis for a new modeling regime, SunGard Adaptiv argues that now is the right time to re-consider the purpose of, and the constituencies served by, risk management. Rather than starting with a new solution, maybe the real starting point is ‘What is the question?’
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PRMIA, in conjunction with SunGard’s Adaptiv solution for enterprise risk, recently conducted a survey regarding risk managers’ views on the importance of different features and functions in a collateral management system. The survey yielded some interesting trends.
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The syndicated bank loan market has matured very rapidly into a significant and attractive sector for fixed income investors of all types such as institutional and long/short managers. Loan types, structures, and payment terms are varied and require an integrated system that can track and process income, fees, principal payments, and repricing information. CAMRA eliminates the back office burden...
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Focuses on the problem of price transparency in OTC commodity markets and how to solve the problem.
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Quasar Mobile Trader, add market overviews by publishing FX, equities, indexes and commodities to your mobile offeri www.aphelion.se
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Quasar Limit Order, advanced 24/7 order management (stop loss, take profit, one starts other, limitless chaining of orders etc.) www.aphelion.se
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Quasar Trader Portal, single bank portal (reach your own customers directly). White labeling using newest standard technology, real-time trading browser without Java or plugin (AJAX GWT)
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Aphelion provides trading services running on our trading platform Quasar ETFX, The next generation autotrading intelligence. Benefits: Quasar offers the most advanced dynamic pricing and auto trading intelligence Dedicated FX solution with a proven track record Extensive elaboration and execution moves focus to strategy Intelligent quotes with a millisecond decision engine Executable streams...
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This white paper attempts to identify key areas in the wealth management process that will be affected in the aftermath of the 2008 financial crisis. While everyone will re-discover what ‘risk’ is, private wealth management firms will need to adapt their private wealth management practice to a new era of investing. The white paper also explains why the implementation of enhanced processes...
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The paper demonstrates the importance of the work client reporting teams in meeting the exacting demands of clients, and showcasing the work of the business. Providing an analysis of the key elements of client reporting; experience, systems and value-added activity, the white paper assesses the role of technology in assisting client reporting teams in bringing together ever more complex data in...
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Delta Lloyd, a member of international insurance group Aviva and one of the leading financial services providers in Benelux and Germany, has for years used an inefficient claims handling process, causing high expenses, customer dissatisfaction, and heavy staff losses. To address this issue, the insurer has implemented an innovative Web-based claims automation and management reporting information...
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RBC Insurance chose to undertake a complete overhaul of their entire operation platform all at once - Policy Administration, Claims, and some related peripheral systems, including linkages to some legacy systems. Read this case study to find out more about this groundbreaking project.
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Recent events and especially the fall of Lehman Brothers have demonstrated the effectiveness of European central counterparties (CCP), confirming the important role played by clearing systems in general. Working on the novation principle, CCPs eliminate the bilateral counterparty risk; by meticulous monitoring of the exposure of each counterparty and the systematic use of margin calls, they...
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Leveraging our considerable depth of Capital Market domain expertise, our track record of successful development project deployments in this domain, as well as, our mature test engineering processes, Anshinsoft is offering Software Testing Services for Capital Market. STS for CM is designed to provide scalability, reliability and cost optimization for the testing life cycle for internal or...
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Anshinsoft has been implementing solutions for capital market back-office automation for the last 9 years in the US, the UK and the Asia Pacific region. These include securities trading and settlement back office systems for brokers, custodians and asset managers supporting multiple asset classes in multi-currency and multi-market settings. Many continue to be supported/maintained/enhanced by our...
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CHAKRA is a comprehensive, modular and customizable application framework for automating the entire post-execution trade life-cycle management, enabling STP in back office operations. It provides application components covering all major processes, starting from trade capture & enhancement through all the way to accounting & reporting. It has been built on the Java EE platform, based on a...
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In recent months wrong-way risk has come sharply into focus as an area of concern for risk managers and one that may have been neglected by many. In this paper learn how to detect and manage 'wrong-way risk' through an approach that combines numerical rules and judgment-based sensitivities and see how exposure-sensitivity reports directly linked to credit risk engines enable users to gain a true...
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Channel integration, Multi-channel, SOA
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customer experience, single view of customer, banking transformation, process led transformation
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Banking transformation, bank-in a-box, TCO, technology implementation
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Implementing Talisman - a complete solution for life insurance, pension and wrap providers for the administration of retirement savings, investment and risk products. Client centric and rules based application that enables administration of wrap platforms, master trusts, retail and wholesale unit trusts and retirement products; eg. superannuation, pensions, annuities and provident funds. UK...
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Implementing Bravura Solutions’ consolidated SOA unit registry system at Perpetual
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The New Zealand government insurer, the Accident Compensation Corporation (ACC), administers over 2 million claims annually for personal injury, work cover and workers’ compensation from 48 locations across New Zealand. In 2003 the ACC identified a requirement to replace its legacy claims system with a more flexible solution to allow it to become more claimant-centric and prepare it for future...
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Claims handling has always been a critical moment of truth for the insurance industry. It is also a costly business to administer. Given that between 70% and 75% of the average insurance premium may go into claims payments, it is critical to manage the claims department appropriately. Moreover, disability claims are counter cyclical so effective claims management is more important today than at...
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Standard Bank chose business performance management firm City Fios to implement their proprietary client revenue-tracking solution across their domestic and international wholesale banking operations. They have also outsourced all the administrative processes around the system to City Fios via a managed services contract. The bank can now calculate the value of each client relationship and has a...
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With over 20 years experience in Collateral Management, Rockall Executives have produced this white paper to share their thoughts on the challenges facing Financial Institutions.
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Wallstreet Treasury - The best pratice, easy to use, cost effective cash and treasury management solution for corporations. National Express made a comprehensive study of five or six different solutions eventually concluding that the ASP model offered by Wall Street Systems was the best fit in terms of ease of use, simplicity and low maintenance, and ability to reduce settlement risk.
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This case study details the business drivers behind the selection of Razor as a replacement credit risk management system for of a US Federal Agency Bank, FHLBank Pittsburgh, with $95 billion dollars in assets. It overviews the requirements and technology that underpinned the successful implementation of the best practice risk management solution that manages credit exposure on a consolidated,...
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Will the middle office shape the future of investment management? There’s no time like a crisis to discover new ways of doing things. The current financial climate is a real opportunity to improve systems and processes. In the investment firm of the future, the middle office will enjoy greater prominence and have a new role to play. We predict that the middle office will emerge as the new...
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Successful implementation of ‘FIOS solution’ for West LB AG. West LB’s Global Markets Division takes on board a key component in its sales strategy - City Fios' global Client Revenue Tracking system.
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Wallstreet Suite - Comprehensive, cross asset investment and debt management solutions for financial institutons and corporations
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Opval case study for LME Trading
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Financial institutions want more accurate calculations delivered at a quicker rate for more complex instruments and in greater volumes than ever before. And they want this all achieved through one, high performing, cross-asset system. Nils Undén explains how new technology and techniques from other industries and markets can be applied to financial technology systems in order to address these...
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Over the last fifteen years we have witnessed significant advances in the risk management profession, from both the institutional and regulatory viewpoint. This market perspective looks at limitations of the standard methodologies and introduces a new analysis to anticipate and mitigate the effects of cataclysmic events.
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FX Concepts is one of the world's leading independent providers of foreign currency management and research. Following an evaluation of operations in 2004, the firm started a strategic relationship with Misys, utilising Misys Opics and Opics Risk Plus, the powerful treasury and capital markets solution, to boost efficiency and execute a growth strategy. Keywords: FX, foreign exchange, options,...
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Tesco is the leading supermarket in Great Britain. Following an evaluation of its corporate treasury in 2007, the retailer took a strategic decision to change systems and streamline processes to maximise returns from financial trades. This involved utilising Misys Confirmation Matching Service to boost STP and improve ways of working. Keywords: post-trade, confirmation matching, risk, STP
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Groupe SNI is a property and facility management institution and a subsidiary of French state bank, CDC. Following a change in French regulation which allowed the company to hedge loans on property portfolios, Groupe SNI formed a strategic relationship with Misys, and now uses the innovative software-as-a-service platform, Misys Summit ASP, to hedge €6.5bn of debt. Keywords: fund management,...
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Dresdner Kleinwort is the commercial and investment banking division of Dresdner Bank AG and a member of the Allianz Group. Following a strategic review in 2004, Dresdner developed eLoancoordinator, an innovative online platform to support its loan syndication business. The solution has subsequently been acquired, developed and rebranded by Misys as Misys Loan Coordinator, with Dresdner...
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A discussion around the value of SOA strategies and the opportunity to leverage process management strategies and technologies to deliver true business benefit. John Flynn – Global Head of Solutions Engineering, DST International.
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In this white paper Coexis, a global IT provider of next generation software for capital markets reveals benchmark results showing high performance and linear scalability of Syn~ trade processing solutions for settlements on an open source Linux/HP platform with just six X86 processors (including the database server).
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Disparate markets and complex trading call for smarter exceptions management. Straight Through Exceptions Processing (STEP) or intelligent exception management provides the answer and a way of managing on-line interactions with transactional systems, when reference data is updated and of avoiding the risk of manual overrides.
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Revenue Management and Fee Billing Case Study IT Solutions That Meet Security and Compliance Standards Executive Summary To remain competitive, companies must continue to invest in software solutions that efficiently serve their business needs. The key is to embrace these solutions without compromising adherence to policies, procedures and processes in place that insure the control objectives of...
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CYMBA Technologies provides solutions for the Investment Management community focusing on the delivery of front office products that enable fast, efficient, application implementation and integration. CYMBA Technologies has a successful & well established industry track record in the delivery of consulting solutions to the Investment Management front office space. CYMBA Technologies products...
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Liquidity Risk Management Assessing and Planning for Adverse Events
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Cyclicality of Operational Risk: The Tracking Phenomenon
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How the world's largest bank's discuss their risks with shareholders.
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Case Study
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This paper describes 'The Silo Effect' - whereby applications meet the functional requirements of their primary users but present problems to the wider business when it comes to management and control functions, such as consistent, accurate, and timely cross-asset risk and profitability reporting on a global scale. It examines the introduction of SOA in the Capital Markets, and its failure to...
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The focus of the Basel II implementation is increasing more on Pillar II requirements like liquidity and concentration risk. In parallel, European regulators are trying to upgrade the existing large exposure regulation which is often intertwined with concentration risk of Pillar II. When creating the new Capital Requirements Directive (CRD), the intention of the European Commission was to adapt...
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Optial and Operational Risk
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Fee Billing and Compliance Case Study IT Solutions That Meet Security and Compliance Standards
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The paper describes the trends toward automation and quantitative techniques in securities trading that are resulting from explosive growth in market data volumes and delivery rates. The acceleration of trading activity in global capital markets is stressing the downstream system, creating a significant impact on trade monitoring, trade pricing, and risk management. In this paper, the emerging...
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Mitsubishi UFJ Securities International plc (MUSI) built the ideal system to deliver timely, reliable and accurate market data and analysis to meet the needs of the firm’s traders. They succeed by using Sybase RAP--The Trading Edition. Key Benefits 1. Provides rapid analytics using both real-time and historical tick data 2. Stores massive amounts of market data in less space 3. Creates...
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Sybase Financial Services Viewpoint sheds light on matters of high interest in the financial services industry. Each edition brings you insights from our industry experts and thought leaders who have direct experience with the challenges you face every day.
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This solutions overview describes the different scenarios where Sybase RAP -- The Trading Edition is used. This scenarios include 1) Trading and 2) Risk.
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Transamerica Investment Management Selects Bonaire's Revenue Fee Billing Suite
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Multi Lingual Press Release Kanji Accounts receivable foreign currency fees Forecasting Accruals 12b-1 fees Subta Transfer agent asset management fees wrap fees performance fees performance fee sub-advisor payouts incentive commissions Sarbanes Oxley reporting fx Eliminates manual calculations and the use Excel spreadsheets revenue data repository SMA UMA Model Separately managed account Unified...
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Consolidation and fragmentation:
Two main, seemingly contradicting, trends are appearing at the same time: firstly, consolidation of the traditional stock markets, leading to rationalisation of trading and settlement platforms, and secondly, fragmentation of order and settlement execution places with the development of several MTFs (Multi Trading Facilities) and associated CCPs.
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As part of Fifth Third Bancorp growth plans, it decided to implement a new solution to enable the gains in efficiency associated with an integrated straight-through processing model. Wallstreet FX was chosn to be the key component strategy.
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The Bank of Thailand has transformed it's operational infrastructure
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High Performan, real-time trade processing solutions for currency management
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This paper provides a high-level overview of the replicating portfolio construction process available within Algo Risk.
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This paper examines the lessons learned and ten specific 'red flags' that can be extracted from a case study analysis of recent hedge fund blow-ups, with emphasis on the Amaranth Advisors loss event.
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When organizations first started using risk tools it was to do batch calculations of their exposures overnight. Then people started dreaming about using the technology to measure risk before each and every transaction.
more
Ask a group of risk and finance executives to define enterprise risk management (ERM) and you will hear a number of overlapping answers.
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Read an excerpt from a newly published book titled: “The Handbook of
Electronic Trading” and was written by Patrick Keough, Director, OMS Practice, InvestTech
Systems Consulting, Inc., October, 2007.
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Read an an excerpt from a newly published book titled: The Handbook of Electronic
Trading and was written by Bennett Kaplan, Principal and Senior Manager, InvestTech Systems
Consulting, Inc., August, 2007.
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InvestTech Systems Consulting's Principal and Co-Founder Jeremy Hurwitz discusses the relationship between the Hedge Fund regulatory landscape and the impact of risk factors in the marketplace.
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SEB Group have rolled out an enterprise-wide operational risk management system from Optial, which achieved an ROI within 13 months of the initial implementation. The Optial system (known as ORMIS to SEB) is now rolled out to all 20,000 employees.
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edge IPK delivers Know Your
Customer (KYC) solutions to ABN AMRO across multiple business
units and across 30 countries.
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MiFID as a trigger to innovative investment advisory services
October 2007, by Didier Pitton, Product Marketing Manager, Odyssey
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Copp Clark Professional is the leading publisher of trading and settlement calendars for international financial markets. Our world holiday reference data is relied upon by key financial organizations around the world. We ensure transactional integrity in trading and back office venues everywhere. See what our clients have to say about us.
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Evolving the Treasury Management System - ASP Treasury, the Future is Now
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Verasis Risk at AIBC. Delivering clarity, consistency, transparency and cost effectiveness to multiple Risk and Regulatory business processes. All within a single system.
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Tui is a leading global travel and container shipping company, listed on the German DAX 30 with annual turnover in excess of €21bn and 54,000 employees. Following a 2004 review of treasury operations processes, the Misys Treasury Plus solution was chosen
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Global and Centralised Control model
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Treasury and Risk Control solution
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White paper discussing the relevance of Know Your Customer (KYC) to MiFID
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JPMorgan Cazenove is using Syn~Settlements for both UK and non-UK equities covering a range of securities processing functions.
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Mitsubishi UFJ Securities International plc (MUSI) uses Syn~Reference to manage enterprise-wide counterparty reference data, improve STP and reduce risk.
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This paper examines the issues surrounding the appropriate level of automation for properly managing these high value and complex deals and why spreadsheets and STP are not suitable.
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Firms that offer investment advice have significant requirements from both KYC and MiFID, and should look carefully at how they can structure to take advantage of process overlaps in the way they interact with clients - read more
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edge IPK solution can yield 40% cost savings on initial application development and deployment, rising to 85% - read more
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Case study for Asset+ implementation for Axiom Investment Managers, Feb 2007
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National Bank of Greece with offices across Europe is using IMSplus and NOUS CRM from PROFILE, experiencing cost effectiveness and efficiency.
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Moving from traditional Web applications to a new "streamingAJAX" style with Lightstreamer.
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Lightstreamer is a web push engine for live data distribution. It streams real-time data to an HTML browser without the need to download or install anything on the client, updating the changed data on the display without reloads. It can also enliven any t
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A complete overhaul of back and middle office functionality is considered one of the most challenging projects facing any financial institution – but Mellon Corporation decided to do it in six months.
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Note: White papers, Case studies and Best practices are ordered by the date they were posted.
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