Wall Street & Technology: Blog http://www.wstonline.com/blog/ Copyright 2008 Mon, 10 Mar 2008 13:31:05 -0500 http://www.movabletype.org/?v=3.14 http://blogs.law.harvard.edu/tech/rss Gold Book 2007: Evergreen Investments' George Batejan Eyes Artificial Intelligence for Portfolio Managers "We need to provide portfolio managers with the tools to make better investments -- not just market data or research repositories, but actual technology, such as artificial intelligence," says Evergreen Investments CIO George Batejan. To learn more about Evergreen's technology plans, listen to WS&T's exclusive interview with Batejan.



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]]> http://www.wstonline.com/blog/archives/2008/03/gold_book_2007_2.html http://www.wstonline.com/blog/archives/2008/03/gold_book_2007_2.html Podcasts Mon, 10 Mar 2008 13:31:05 -0500 Data Analysis Demand Spurs Need For Business Intelligence, Says American Century's Gudrun Neumann Keeping up with all the advances on the trading end also is important, as is the greening of IT, says Gudrun Neumann in a Wall Street & Technology podcast. We expect questions from potential customers along the lines of how green our data centers are.


]]> http://www.wstonline.com/blog/archives/2007/12/data_analysis_d.html http://www.wstonline.com/blog/archives/2007/12/data_analysis_d.html Podcasts Fri, 07 Dec 2007 09:56:20 -0500 GoldBook 2007: Keith Dennelly Says Multi-AssetIs the Future at State Street Global Advisors By the end of this year, State Street Global Advisors should have an end-to-end alternative investment platform that can handle OTC derivatives and swaps, says SSGA Chief Technology Officer Keith Dennelly.

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]]> http://www.wstonline.com/blog/archives/2007/11/goldbook_2007_k.html http://www.wstonline.com/blog/archives/2007/11/goldbook_2007_k.html Podcasts Thu, 08 Nov 2007 14:35:40 -0500 Nicholas-Applegate Overhauls Trading Systems Vendors largely have replaced in-house development as the source for mission-critical tools, according to Nicholas-Applegate Capital Management SVP and CTO Steve Rapp. For example, the firm has partnered with Latent Zero to overhaul its trading systems. Learn more about Nicholas-Applegate’s technology transformation through Wall Street and Technology’s exclusive interview with Steve Rapp.


]]> http://www.wstonline.com/blog/archives/2007/08/nicholasapplega.html http://www.wstonline.com/blog/archives/2007/08/nicholasapplega.html Podcasts Fri, 31 Aug 2007 20:05:34 -0500 Eaton Vance's John Shea Advances in Real Time To enable new decision-making opportunities, Eaton Vance is moving toward service-oriented architecture and real-time delivery of services, according to VP and CIO John L. Shea.


]]> http://www.wstonline.com/blog/archives/2007/08/eaton_vances_jo.html http://www.wstonline.com/blog/archives/2007/08/eaton_vances_jo.html Podcasts Fri, 10 Aug 2007 17:03:09 -0500 Gold Book 2007: Alternative Investment Tech is Priority for John Galante, JP Morgan John Galante, SVP and CTO for JPMorgan Worldwide Securities Services, says that as clients grow portfolios with derivatives and other alternative investments, JPMorgan is ready to meet their needs. Also, Galante says in this podcast he believes that having a steady flow of new recruits is vital for the company, as offerings and client needs expand.

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]]> http://www.wstonline.com/blog/archives/2007/08/gold_book_2007_1.html http://www.wstonline.com/blog/archives/2007/08/gold_book_2007_1.html Podcasts Wed, 08 Aug 2007 15:23:01 -0500 Gold Book 2007: Firms that Master Web 2.0 Will Be Market Leaders, Says Jim Mazarakis, T Rowe Price Jim Mazarakis, CTO at T Rowe Price, is confident that Web 2.0 will be an important way to engage with clients in the near future. Mazarakis also shares his top three projects, his views for the future of financial technology and other insights during this special Wall Street & Technology 2007 Gold Book podcast.

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]]> http://www.wstonline.com/blog/archives/2007/08/gold_book_2007.html http://www.wstonline.com/blog/archives/2007/08/gold_book_2007.html Podcasts Tue, 07 Aug 2007 11:01:14 -0500 Kevin Bourne, HSBC’s Global Head of Equity Execution, Says MiFID Will Require Brokers to Prove Best Execution Across 25 European Countries Europe's MiFID legislation is expected to transform Pan European trading landscape, letting new competitors called multi-lateral trading systems to list the same securities already traded on the continent's 40 cash exchanges. HSBC implemented a global trading system, which can access vast amounts of data to evidence best execution under MiFID's post-trade transparency rules.




]]> http://www.wstonline.com/blog/archives/2007/01/_kevin_bourne_h.html http://www.wstonline.com/blog/archives/2007/01/_kevin_bourne_h.html Podcasts Mon, 08 Jan 2007 21:42:56 -0500 Aite Group Senior Analyst Brad Bailey Expects Buy-Side Firms in North America and Europe to Spend About $200 Million on Technology to Handle Credit Derivatives Regulatory pressure on the credit derivatives dealers is prompting the buy side to automate its own processing. Firms are spending money on OMSs but looking to free tools such as DTCC's DerivSERV for confirmation matching.




]]> http://www.wstonline.com/blog/archives/2006/12/post_1.html http://www.wstonline.com/blog/archives/2006/12/post_1.html Podcasts Mon, 25 Dec 2006 12:13:27 -0500 Interactive Brokers' Managing Director Steve Sanders Says Penny Pricing in Options Is Inevitable and Gives Investors A Better Price The SEC's pilot on penny options pricing is scheduled to begin on Jan. 27. 2007. Steve Sanders, managing director, Interactive Brokers, say the move from nickel to option penny pricing is inevitable and if exchanges can't handle the volume, then the business to switch to competitors.




]]> http://www.wstonline.com/blog/archives/2006/12/post.html http://www.wstonline.com/blog/archives/2006/12/post.html Podcasts Mon, 25 Dec 2006 12:13:14 -0500 ConvergEx Director John Meserve Says Most Investment Managers Are Analyzing Commission Sharing Arrangements To Pay For Research Investment managers are considering the use of commission sharing arrangements (CSAs) to generate trading commissions for executions with one broker that are then used to pay for research at another broker. CSAs are catching on but the SEC is expected to clarify disclosure and transparency rules in 2007.




]]> http://www.wstonline.com/blog/archives/2006/12/convergex_direc.html http://www.wstonline.com/blog/archives/2006/12/convergex_direc.html Podcasts Fri, 22 Dec 2006 20:52:02 -0500 CapGemini's CEO of North America Project & Consulting Salil Parekh says CIOs will face technology decisions based on service-oriented architectures. CapGemini predicts there's an increasing move toward service-oriented platforms in 2007. Whether CIOs re choosing an enterprise system, a trading system or an FX system, they will need flexible components to deliver technology to their client base.




]]> http://www.wstonline.com/blog/archives/2006/12/capgeminis_ceo.html http://www.wstonline.com/blog/archives/2006/12/capgeminis_ceo.html Podcasts Mon, 18 Dec 2006 09:21:52 -0500 Accenture's partner Bill Cline Says Exchanges Will Need to Diversify into OTC Derivatives and Debt Instruments The world's stock exchanges are undergoing a transformation as a result of going public. In order to stay relevant as a liquidity hub, exchanges need to diversify into more complex instruments, such as OTC derivatives and debt.




]]> http://www.wstonline.com/blog/archives/2006/12/accentures_part.html http://www.wstonline.com/blog/archives/2006/12/accentures_part.html Podcasts Sun, 17 Dec 2006 09:23:07 -0500 Instinet North America President Mike Plunkett Says Wizard Arrival Price Algorithm Creates a Trading Schedule for Thousands of Stocks With Less Impact Instinet partnered with Northfield Solution Services to develop Wizard Arrival Price Algorithm. The complex model factors in price history and volatility to create a trading strategy for thousands of stocks to reduce market impact.




]]> http://www.wstonline.com/blog/archives/2006/12/instinet_north.html http://www.wstonline.com/blog/archives/2006/12/instinet_north.html Podcasts Sun, 17 Dec 2006 09:13:44 -0500 Digital Gold Book 2006: The Vanguard Group Improves Advice Engine, Information Security and the Client Web Experience, says former CIO Tim Buckley Listen to this episode

By Beth Stackpole, Contributing Editor

Since being honored in the 2006 Gold Book, Tim Buckley has vacated the role of CIO to head Vanguard’s retail client group and high net worth client areas. But before he left the IT role he shared some of the top technology priorities at the trillion-dollar investment firm. Among the major initiatives are improving the interactive advice engine, enhancing information security with multifactor authentication, and several projects in CRM and Web-based client service.

]]> http://www.wstonline.com/blog/archives/2006/08/digital_gold_bo_16.html http://www.wstonline.com/blog/archives/2006/08/digital_gold_bo_16.html Podcasts Mon, 21 Aug 2006 14:13:13 -0500