Category Archives: Uncategorized

New Collateral Requirements Could Be an Operational Nightmare For Asset Managers

Guest Contributor: Ted Leveroni, Executive Director of Derivatives Strategy and External Relations, Omgeo The asset management industry faces a clear and present danger to their day-to-day operations in the New Year with the implementation of The Federal Reserve Bank of New … Continue reading

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Hedge Funds – the Next Frontier for Automated Reconciliation

Guest Contributor:  John Landry, CEO, Electra The recent regulatory mandates and the increased flow of institutional money into hedge funds have created a growing demand for automated reconciliation systems from the asset management community. Global institutional investment in hedge funds … Continue reading

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FTF News Summer/Fall 2013 Digital Issue

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Tips for Using LinkedIn: Your Electronic Rolodex

Guest Contributor: Cynthia Stephens, Vice President of Marketing, ByAllAccounts In a recent FTF News blog Eugene Gyro wrote about the use of social media sites in the wake of SEC clearing the way for public companies to use social network … Continue reading

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“What Is” the Sell Side?

The sell side consists of financial services firms such as broker-dealers, investment banks and market makers that offer securities and investment services to money managers working on behalf of pension funds, mutual funds and insurance companies, also known as the … Continue reading

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Outsourcing Data Management and Performance Measurement to Minimize Operational Risk

Guest Contributor: Jamie Verrengia, Senior Vice President at DST Global Solutions & Arthur Fryar, Global Product Manager – Investment Performance, Attribution & Data Management Solutions, DST Global Solutions The importance of a firm’s performance measurement team, from the output they … Continue reading

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What Can Hedge Fund Administrators Learn from Madonna?

Guest Contributor:  George Michaels, CEO, G2 FinTech One could say Madonna owes a great deal of her multi-decade success to her ability to “reinvent” herself and keep pace with the ever-changing music scene. The hedge fund administration industry could learn … Continue reading

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The Rise and Rise of Reconciliation Systems

Guest Contributor: Duncan Wheatley, Managing Director, Watson Wheatley Ltd Several years ago I was responsible for the global operations of a $350bn asset manager running institutional and private client money and mutual funds. We had 250 operations staff; 60% were … Continue reading

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“What Is” A Separately Managed Account (SMA)?

A Separately Managed Account (SMA) is a private financial portfolio that is managed by registered financial advisor or through a brokerage for the benefit of the individual investor. This investment portfolio can include stocks, bonds, cash or any other form … Continue reading

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Reconciliation Vendors Say Cheeeeese

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This week, FTF held its 7th Annual Reconciliations & Exception Management Conference in New York City.  The event was a great success with over 100 attendees and 10 sponsors.  Take a look through some of the great companies that participated: … Continue reading

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