The way investment firms value and manage their data is rapidly changing. It is now possible to quickly gather and analyze data to provide key metrics, identify trends, and ultimately drive customer satisfaction. Continue reading
By Giles Smart and Justin Meagher
Today’s financial managers operate in a strict regulatory landscape that can be overwhelming and challenging. Many are struggling to stay on top of the new financial rules (e.g. AIFMD, EMIR, MiFID II, Solvency II, FATCA, and Dodd-Frank) while still effectively servicing their clients.
By Louie Iannuzzi
Having the capability to aggregate data from multiple vendors is not only crucial for managing assets on a global platform; it is a necessity. In today’s day and age where manual price validation represents a major source of cost and risk, the investment management industry is increasingly turning to managed data service providers for automated, efficient pricing services, and data validation tools.
By Dianna Farkas, SS&C GWP, I&IM
Without accurate asset information, asset management decision making and client reporting are unreliable and expose you and your company to unnecessary risk. What’s the best way to ensure your asset information is always accurate and up-to-date? Let’s find out.
By Lauren Smith, CPA
Industry experts are calling CECL one of the most significant changes for financial institutions. Some have even gone so far as to hail CECL the “biggest change – ever – to bank accounting.” Nonetheless, the Financial Accounting Standards Board (FASB) and banking regulators assert that institutions will be able to leverage current risk management and reserving practices as a basis for implementing CECL. To help, we’ve outlined 8 considerations for your transition to CECL.
By: Van Nguyen
Today’s savvy investors are interested in complex investment strategies that involve emerging asset classes and portfolios with a global exposure. This adds pressure to data management systems as investment managers seek to make the best decisions, provide timely reporting, and meet regulatory requirements.
By: Mike Kendall
The world of investor reporting is changing quickly. Today’s investors want instant, easy-to-understand, dynamic, and informative reports on their investment activity. Continue reading
By: Iwona Olszewska
Growing regulatory requirements, continual introduction of new financial products, increasing volumes of data, and never-ending cybersecurity threats demand that financial services firms choose investment accounting solutions and providers that offer exceptional expertise and flexibility. While the starting point is a proven technology platform that can quickly accommodate change, technology is simply a tool. It is the expertise and insight of the team building and supporting the tool that provide the speed and agility to accommodate new asset classes, regulations, and markets necessary to keep you competitive in the future. Continue reading
By: Ian Searle
Data management has always been a key focus area for asset and wealth managers. Now that more detailed and granular analysis is required, it’s critical managers have the proper tools to manage the vast amounts of information needed to run their operations smoothly and efficiently. Continue reading