Making Multi-Prime Work for You [ Source: Advent Software ]
April 2009- Based on conversations with leading hedge funds, prime brokers, and fund administrators, we firmly believe that investor assets and returns can no longer remain vulnerable to the risk of the single-prime model. To effectively manage business and thrive in today�s rapidly evolving market, it is imperative that funds operate within a multiprime model to mitigate potential risk and manage transaction costs effectively. This is the opening installment of a series and shares our findings ...

Business Platform Transformation Strategy [ Source: Adaptivity Inc. ]
October 2008- Today’s CIO organizations face a complex array of challenges in managing the Business Platform (the group of applications and services that implement the Business Value Chain). The business perceives technology innovation as a business differentiator, demands application portfolio stability, requires change requests to be handled promptly, experiences growth rates that are often unpredictable and exponential, and exerts continuous pressure to reduce product time to market. Complicating this, these challenges are being made to IT ...

Structured Products in Wealth Management [ Source: Tata Consultancy Services ]
October 2008- This paper stresses the importance of having Structured Products as an asset class in the portfolio, or having it as a standalone product for the clients and the pros and cons of offering a structured product, for an Investment Bank or Asset Management Company. The paper also discusses the key factors that would affect the investment banks, their target customers, challenges investment banks face, their growth opportunities and strategies.Finally, this paper discusses about a ...

Advent and Wealth Management Partners [ Source: Advent Software ]
July 2010- After considering several technology providers, Wealth Management Partners settled on Advent’s software suite. “An important factor in our decision was that we wanted to work with a provider that had sufficient size,” says Mr. Nienhaus. “There are a lot of small software development companies in the marketplace, but at the end of the day you want to be sure the party you’re working with will be there in five years or ten years' ...

Using a Credit Risk Analysis & Monitoring Dashboard to Support Basel II Compliance [ Source: Panopticon Software ]
August 2009- Panopticon’s Credit Risk Analysis & Monitoring Solution is an advanced set of data visualizations delivered in an easy-to-use, interactive Executive Dashboard. The system allows bank managers to understand their true level of risk exposures at all times and share that information in a timely manner with auditors, regulators, clients, or even the public. Kaveh Mossavati will explain how to build, deploy and use a Credit Risk Analysis & Monitoring Executive Dashboard. He has developed this tool ...

Accounting Solution: Backbone of Investment Management [ Source: SimCorp ]
August 2012- Buy side Solvency at Risk

What does your firm own? What are your portfolios worth? How big is your exposure? Answers to these questions are key to managing your firm's solvency. However when 56% of the North American buy-side lack confidence in their current accounting systems; 30% admit it would take days or weeks to calculate exposure across all holdings; and 40% concede investments decisions are made using poor quality data; it's time to ask if ...

Survey Results: Structured Finance Investor Due Diligence in Focus [ Source: Principia Partners ]
November 2010- Over 500 structured finance market participants from 200 organizations took part in Principia's ABS industry best practices survey. The results are analyzed here with a focus on investor due diligence requirements as the market returns on a more stable footing. What are the most important aspects of satisfying due diligence requirements? How well does the industry currently perform in these areas? What are the best practices investors can adopt to address these challenges?

Cost Basis Reporting Readiness [ Source: Advent Software ]
August 2010- Although the requirement affects issuers of 1099s directly, many investment advisors include cost basis and capital gain information on their statements to clients, and investors have historically relied on the advisor for tax preparation. Advisors who continue this practice must be sure their cost basis calculations are accurately reconciled with those of their custodians as it is likely that investors will contact their advisors (rather than custodians) if they have questions or concerns. Expect a ...

Improving Post-Trade Efficiency [ Source: Advent Software ]
December 2009- While much has been made of the fragmentation of liquidity and trade execution venues, little has been said about the fragmentation of the post-trade environment— a large and overlooked opportunity for efficiency improvement. With trading technology evolving to address execution challenges, it is time to look at the entire trade lifecycle with the goal of increasing efficiency and reducing operational risk in trade settlement. This document discusses the issue, identifies opportunities for improvement and outlines ...

Outsourcing to Advent Enables Wislar to Achieve Goals of Independence [ Source: Advent Software ]
June 2010- APX through Advent OnDemand offers the convenience and cost savings associated with outsourcing without compromising any functionality. Users get: Fast and easy access to portfolio data for decision making, Automated generation of a wide range of reports, Performance measurement and analytical capabilities, “I’m actually trying to outsource everything, which I think makes total sense,” says Mr. Wislar citing two other key advantages of outsourcing: Disaster preparedness: “With outsourcing, if my office were to burn ...