Category Archives: Buy-Side

Cloud Computing Adoption in Asset Management

Posted on March 19, 2014 by Maureen Lowe

Guest Contributor: Jonathan Schapiro, Global Head of Cloud Solutions, BI-SAM These days, the term “Cloud” has become ubiquitous – even the un-savviest of technology users have a general concept of what the term alludes to. But while “the Cloud’ is … Continue reading →

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Manage Risk, Comply with Regulations and Increase Alpha with an IBOR

Posted on February 12, 2014 by Maureen Lowe

Guest Contributor:  David Kubersky, President and Managing Director, SimCorp North America Fragmented position-keeping across the trade lifecycle presents significant risks to buy-side firms. As the SimCorp Journal paper, “The Investment Book of Record: One Version of Truth from Front- to … Continue reading →

Posted in Back-Office, Buy-Side, Compliance, Data Management, Derivatives, Dodd-Frank, Guest Blog, Operational Risk, Regulation, Securities Operations | Tagged , , , , , , | Leave a comment

Valuation Considerations for Illiquid OTC Derivatives

Posted on September 18, 2013 by Maureen Lowe

Guest Contributor: Matthew McFarland, Director, Business Development, CBOE Mandated clearing of certain interest rate swaps and credit default swaps was recently completed with the addition of Category 3 participants on September 9.  While the advent of mandatory clearing presents several challenges, … Continue reading →

Posted in Buy-Side, Clearing and Settlement, Compliance, Derivatives, Guest Blog, Operational Risk, Regulation | Tagged , , , , , , , , , | Leave a comment

Replacing Legacy Systems: An Opportunity for Change to Drive Better Investment Performance

Posted on June 19, 2013 by Sarah Hathaway

Guest Contributor: David Kubersky, SimCorp North American Managing Director We have long left behind typewriters, walkmans and VHS tapes, yet millions in assets are still managed on systems that existed before Windows 1.0. The inherent characteristics of legacy systems act … Continue reading →

Posted in Back-Office, Buy-Side, Derivatives, Dodd-Frank, Guest Blog | Tagged , , , | 1 Comment

“What Is” GIPS?

Posted on January 22, 2013 by alexam212

The Global Investment Performance Standards (GIPS) is a set of voluntary, ethical principles that govern the reporting, valuation, advertising and disclosure issues of the funds overseen by investment management firms. The GIPS benchmarks are primarily used when investment managers present … Continue reading →

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Get Your Big Data Under Control

Posted on November 21, 2012 by Maureen Lowe

Guest Contributor:  Mark Wickersham, Director of Product, ByAllAccounts, Inc. Mid-market asset managers drowning in compliance costs are reaching for better reconciliation systems in order to expand their AUM without collapsing their margins. For many investment management firms, new channels of … Continue reading →

Posted in Back-Office, Buy-Side, Data Management, Guest Blog, Reconciliations, Securities Operations | Tagged , , , , | Leave a comment

Alternative Investments Survey: Get Exclusive Insights & Chance to Win $50 AmEx Gift Card

Posted on November 9, 2012 by Maureen Lowe

Take the Survey Now National Survey Alternative Investments: Reporting & Servicing Challenges Complete this survey to enter for a chance to win a $50 American Express gift card!     Take this short ByAllAccounts Q4 National Survey, conducted in conjunction with … Continue reading →

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6 Keys to Reconciliation: What Asset Management Operations Really Need to Know [Complimentary Whitepaper]

Posted on October 25, 2012 by Maureen Lowe

Download Whitepaper Now Complimentary Whitepaper Reconciliation Best Practice What Asset Management Operations Really Need to Know. Featuring expert insights on the six key functional areas critical to reconciliation. By Duncan Wheatley, Managing Director of Watson Wheatley Financial Systems. The reconciliation … Continue reading →

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Private Equity Outsourcing – The Next Frontier

Posted on May 9, 2012 by Maureen Lowe

Guest Contributor:  Jane Conway, Executive Vice President for Alpha FMC, US Outsourcing particular business functions has been an established and growing feature of the more traditional asset manager landscape. Private Equity (PE) asset managers have to date largely shunned this trend … Continue reading →

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The Mandatory LEI – Countdown to Implementation

Posted on March 13, 2012 by Maureen Lowe

FTF will be hosting a complimentary webinar on March 28, 2012 at 11a.m. EDT on the upcoming LEI being mandated by Dodd-Frank…. The financial services industry has been looking to push for the use of Legal Entity Identifiers (LEIs) for some … Continue reading →

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