Category Archives: Uncategorized

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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Capital Markets and Expensive Errors

Guest Contributor: Joseph DiNardo, Senior Product Manager, Bonaire Software Many capital markets firms have been asking themselves the following: “How confident is my expense management team in the accuracy and validation of trade expense costs when paying vendor invoices?” – or … Continue reading

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Can Cube or OLAP Technology Prove to be the New Disruptive Force in Risk Management Solutions?

Guest Contributor:  By David Priestly, CEO of OpenLink’s  CubeIntelligence Division Every so often, markets become dominated by so called “disruptive technology” solutions that offer a genuine order of magnitude improvement in functionality, speed, flexibility and cost. Cubes or OLAP (online … Continue reading

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Operation Backpack 2012 Sets Record!

Thanks to everyone for their support and participation in Volunteers of America’s Operation Backpack initiative this year.  With the help and generosity of FTF staff members and peers, FTF collected backpacks overflowing with school supplies for homeless children in NYC. … Continue reading

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