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The Direction of Reconciliation Systems

31st July 2014

Company: Watson Wheatley
The view of Watson Wheatley Director Duncan Wheatley on the direction of reconciliation systems. read more
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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

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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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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Now is the Time to Invest in Technology that Enables Growth and Performance

16th July 2014

As the asset management industry returns to growth and becomes increasingly complex, firms are competing more so than ever on a global scale and seeking alpha from new sources. The challenge for most asset managers is how do I prepare my business for growth and differentiate in a globally competitive marketplace? Asset managers should determine... read more

AIFMD AND VALUATION REQUIREMENTS

15th July 2014

The new due diligence, transparency and reporting requirements of the Alternative Investment Fund Managers Directive (AIFMD) - effective July 22 - present a range of data and valuation challenges, especially for those firms that have not previously managed or operated these functions. Download this white paper for more information.... read more
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