- "What is" Form PF?
- 1099 Changes Affecting OID Means Good News For Investors, Challenges For Brokers
- "What Is" Mark-to-Market Accounting?
- "What Is" Reconciliation?
- A Closer Look at FATCA Grandfathering
- "What is" Reference Data?
- "What Is" a Corporate Action?
- The History of the Wall Street Bull
- Key Current Challenges of the Asset Management Industry and Operational Answers
- Big Mistake Making Reconciliation Tool of Choice Excel
Category Archives: Buy-Side
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
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
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
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
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
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
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