Category Archives: Buy-Side

“What Is” GIPS?

Posted on January 22, 2013 by

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 →

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Get Your Big Data Under Control

Posted on November 21, 2012 by

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 →

Posted in Back-Office, Buy-Side, Data Management, Guest Blog, Reconciliations, Securities Operations | Tagged , , , , | Leave a comment

Alternative Investments Survey: Get Exclusive Insights & Chance to Win $50 AmEx Gift Card

Posted on November 9, 2012 by

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 →

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6 Keys to Reconciliation: What Asset Management Operations Really Need to Know [Complimentary Whitepaper]

Posted on October 25, 2012 by

Download Whitepaper Now Complimentary Whitepaper Reconciliation Best Practice What Asset Management Operations Really Need to Know. Featuring expert insights on the six key functional areas critical to reconciliation. By Duncan Wheatley, Managing Director of Watson Wheatley Financial Systems. The reconciliation … Continue reading →

Posted in Back-Office, Buy-Side, Data Management, Reconciliations, Securities Operations | Tagged , , , , , | Leave a comment

Private Equity Outsourcing – The Next Frontier

Posted on May 9, 2012 by

Guest Contributor:  Jane Conway, Executive Vice President for Alpha FMC, US Outsourcing particular business functions has been an established and growing feature of the more traditional asset manager landscape. Private Equity (PE) asset managers have to date largely shunned this trend … Continue reading →

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The Mandatory LEI – Countdown to Implementation

Posted on March 13, 2012 by

FTF will be hosting a complimentary webinar on March 28, 2012 at 11a.m. EDT on the upcoming LEI being mandated by Dodd-Frank…. The financial services industry has been looking to push for the use of Legal Entity Identifiers (LEIs) for some … Continue reading →

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Conference Wrap Up – 6th Annual OTC Derivatives Ops & Processing

Posted on November 21, 2011 by

Well, it’s a wrap on our 6th Annual OTC Derivatives Operations & Processing conference, which was held last week in New York City.  But in case you weren’t able to make it this year, here are a few highlights from … Continue reading →

Posted in Back-Office, Buy-Side, Conference and Event Planning, Derivatives, Dodd-Frank, Financial Technologies Forum (FTF) | Leave a comment

FTF’s Latest Special Report: Mobile Technology

Posted on September 22, 2011 by

If you are attending SIBOS this week, or at least reading some of the news coming out of SIBOS, then you’ve probably seen that the topic of mobile technology is a hot issue this year.  In anticipation of this being a … Continue reading →

Posted in Back-Office, Buy-Side, Corporate Actions, Financial Technologies Forum (FTF) | Tagged , , , | Leave a comment

Fall Classes in Session

Posted on September 6, 2011 by

Well, folks, it appears summer is officially over.  With that comes the start of a new training season.  We here at FTF will miss the warm summer days but are looking forward to once again bringing knowledge and insight to … Continue reading →

Posted in Back-Office, Buy-Side, Conference and Event Planning, Derivatives, Financial Technologies Forum (FTF), Securities Operations | Tagged , , , , , | Leave a comment

Buy-Side’s Laying Low on Derivatives Reform… For Now

Posted on August 23, 2011 by

I just saw an interesting video on Tabb Forum about where the buy-side lies regarding derivatives reform.  Kevin McPartland from Tabb Group and Chad Wekelo from Actualize Consulting discuss this issue and comment that with the uncertainty surrounding Dodd-Frank and … Continue reading →

Posted in Buy-Side, Derivatives, Dodd-Frank | Leave a comment