Best Practice


Optimum Currency Liquidity Heatmap

7th December 2020

The Optimum Currency Liquidity Heatmap charts the hourly level of liquidity per currency. Clients use the Heatmap to efficiently plan the timing of currency deals, avoiding costly transactions at illiquid times where spreads are prohibitively wide. By executing at the most liquid times for each relevant currency, clients can significantly improve... read more

Q&A: Drivers of and Barriers to Cloud Adoption

2nd December 2020

Company: CompatibL
Siarhei Niaborski, executive vice-president of risk at CompatibL, discusses the rate of cloud adoption in the capital markets industry and its possible drivers and barriers, how firms can derive maximum value from cloud usage and the criteria on which firms should determine their choice of cloud model. read more

LPA migrates to take advantage of Azure innovation and security

27th November 2020

Moving from one infrastructure to another is complex and carries risk, so any such project should not be underestimated. The small details, that can often not be immediately on the radar can quickly become critical, e.g. different default values for timeouts etc. The early inclusion of our customers in projects is necessary as also is an early... read more

Liabilities in the driver's seat: 12 key questions LDI managers should be asking

17th November 2020

Liability-driven investing has become increasingly popular across Europe and the U.S. as demographics present growing challenges for many pension plans. This new ebook analyses current market dynamics and answers the key questions of LDI managers while offering insight into how technology can help funds to better serve clients, improve operations... read more

Netting Benefits Outweigh the Risk of Adverse FX Rate Movements

16th November 2020

By delaying the execution of certain FX trades to capture the benefits of netting, additional market and timing risks are assumed. FX Transparency argues, however, that the FX market is efficient, and hence just as likely to move in the investor’s favor over that time horizon, as it is to move against the investor, and that over the long run, the... read more

Prometeia gets XCelent Award in Celent Balance Sheet Management&ALM Vendor ABCD

5th November 2020

Company: Prometeia
Celent, the leading research, advisory, and consulting firm focused on financial services technology, recently awarded Prometeia an XCelent Award in the category of Advanced Technology & Analytics for Balance Sheet Management and ALM software solutions. Download the report read more

Three Big Reasons Why Client Fee Billing Operations Need Workflows

8th October 2020

Client fee billing, invoicing and revenue management in buy-side investment management can become a significant source of risk and cost without an efficient workflow and audit process to manage review and approval checkpoints. Here are three key reasons why workflow controls are increasingly important for investment management CFOs and their teams. read more

17a-4 Support for Archiving on SharePoint Online

2nd October 2020

Company: 17a-4, llc
Many institutions retain compliance records on SharePoint Online (M365). However, these often need to be brought into an email archive for both supervision and eDiscovery. The DataParser interface allows for many types of SharePoint content to be captured and formatted maintaining the critical 'chain of custody' necessary for eDiscovery. read more

17a-4, LLC shares DataParser’s Strategic Direction and Open Architecture

2nd October 2020

Company: 17a-4, llc
As many middleware companies are being bought by archive companies, our clients and partners have asked for clarification as to our corporate strategy. This document provides assurances to both content providers (Symphony, Salesforce, Cisco, Microsoft and others) as to our commitment to remaining an independent and neutral facility for capturing... read more

Webex Teams DataParser Support

2nd October 2020

Company: 17a-4, llc
Continuing to build interfaces which our clients need for regulatory supervision and retention, we have developed the interface for Cisco's Webex. This complements our support for Cisco's Jabber/ IM&P platform. Over 800 financial institutions use the DataParser to capture many types of messaging/ collaboration content. read more