A new dawn for performance measurement: Combining usability and domain expertise to deliver value

By Gert Raeves, Research Director, Adox Research

Portrait of confident architect working at blueprint

The business of managing money is complex. Financial instruments are defined by dozens of attributes, many of which are ‘alive’: values can change, fluctuate, correlate, or expire. Modern investment theory might be lacking in academic consensus, but everyone can agree that delivering alpha is a hard and intractable challenge. Continue reading

Why is the right exception management solution critical to your firm?

By Russ Petrucci

Business time management

Many firms fall on two sides of an awareness spectrum. Most are aware that they spend too much time aggregating, normalizing, and reconciling their data post trade, but are unwilling to do anything about it. Others are unaware of technology that offers greater efficiency for their post-trade operational cycle and believe that Excel is the answer to all their problems. No matter what side of the spectrum they fall on, these firms may be missing the boat on what really matters. Continue reading

6 key trends driving operational and technology decisions

By Eric Rocks

The global investment marketplace is constantly evolving and keeping up is a competitive necessity. To effectively manage your business growth, you must optimize your operations and anticipate market changes and new requirements. The financial industry has grown exponentially over the past 30 years, and better technology has enabled investment teams to manage this growth and its accompanying complexity effectively and efficiently.

Continue reading

The challenges of data normalization

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.

Continue reading

Managing stress on your trading system

By Bryan Sibert

While your trading system may handle its current volume adequately, what about when the volume starts to increase? A slow system frustrates traders and sales people and negatively affects your bottom line.

Continue reading

The challenge of complexity: The impact of corporate actions processing, part 3

By Tongjai Lertphaisan

Do you regularly miss deadlines? Are your systems manual and error-prone? Are you looking for ways to improve your firm’s corporate action processing?

Continue reading

High energy and high demand for loan management at LendIt USA 2017

By: Errol Winter

This year’s LendIt USA conference hosted about 6,000 financial professionals in New York City at the Jacob Javits Center on March 6th and 7th. The 2-day annual conference is well known among industry leaders who participate in online marketplace lending. LendIt hosts the largest series of conferences that provide a great opportunity for the online lending community to meet in person and connect in central locations across the US, Europe, and China.

Continue reading

Access – a key issue of cyber risks

By Lisa McLaughlin, Information Security Officer

Today, cyber threats are real and ever changing. In response, regulatory rules must constantly evolve in attempt to mitigate this dynamic threat. In the first of this two-part blog series, we’ll take a look into the complex roles of in-house attorneys and security professionals, and how they are intrinsic to the success of your business by protecting your organization’s sensitive information.

Continue reading