- "What is" Form PF?
- "What Is" Mark-to-Market Accounting?
- A Closer Look at FATCA Grandfathering
- ABOR, IBOR, MBOR, Etc. – Are We Getting BORed With Acronyms
- The History of the Wall Street Bull
- The Mysterious Role of the Clearinghouse
- "What Is" Reconciliation?
- "What is" Reference Data?
- "What Is" A CCP?
- The Silver Butterfly Case - Straddles 101: Why tax straddles are important to a tax-aware portfolio strategy
Category Archives: Guest Blog
Guest Contributor: Ted Leveroni, Executive Director – Strategy & Buy Side Relations at The Depository Trust & Clearing Corporation Global regulatory reform and market changes are impacting how the buy- and sell-side function in the exchange-traded derivatives (ETD) space. The … Continue reading
Guest Contributor: Scott Price, Regional Director, Americas, Custom House Global Funds Services There will come a time, possibly in the not too distant future, when a fund management firm will look to outsource virtually all of its operations – even … Continue reading
Guest Contributor: Mal Cullen, Head of the Americas and Eagle ACCESS℠, Eagle Investment Systems Companies in the financial services sector are increasingly moving to cloud-based systems for their software solutions and with good reason. Understandably, cloud-based solutions were initially treated … Continue reading
Guest Contributor: Stephen Taylor, Senior Market Manager, U.S. Enterprise Risk & Compliance, Wolters Kluwer Financial Services In Greek mythology Sisyphus, the King of Ephyra, was punished by the Gods for his wrong doing. His sentence? Roll a very heavy boulder … Continue reading
Guest Contributor: Haydon Perryman, Director of Compliance Solutions, Strevus Achieving compliance and creating a positive customer experience are not mutually exclusive. Many financial institutions still rely on disconnected, incomplete approaches to regulatory compliance, preventing them from gathering accurate, up-to-date information about … Continue reading