Yearly Archives: 2006

heads+squares
15/12/2006

The Intelligence membership asked Investit to cover ‘Supporting OTC Derivatives’ (OTCs) as a series of three workshops, in order to stay abreast of this fast moving topic and benefit from other members’ experiences. The second workshop was titled OTC Derivative …

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outsourcng
04/12/2006

Custodian banks make much of their value-added product range. They recognise that it is not enough to have a solid core service but that they must also offer an ever-expanding range of value-added services. As the investor services industry matures, …

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investment-focus
03/12/2006

As the management of segregated accounts becomes ever more complex and costs climb for fund managers and their clients, a debate is building in the investment industry on the case for pooling assets – to run them collectively in a …

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heads+squares
02/11/2006

The Intelligence membership asked Investit to cover ‘Supporting OTC Derivatives’ (OTCs) as a series of three workshops, in order to stay abreast of this fast moving topic and benefit from other members’ experiences. The first workshop was titled ‘The Corporate …

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operations
12/07/2006

The back office system started as an accounting system or a book of record, and it was the first major system in the company. Because it was the only system available, it was the obvious place to put all future …

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Handshake+squares_small
23/06/2006

The expectation of good long-term performance is the main factor in the selection of investment management firms by institutional clients. So, why do clients care if they experience poor client management? Effective client management is necessary to maintain the level …

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15/05/2006

Most funds exist because there is a need for cash to be paid out to pensioners, beneficiaries, or to meet the objectives of the owners of the fund. It is of primary importance to those responsible for the fund that …

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outsourcng
05/01/2006

Outsourcing non-core business processes to an external provider has become a major trend in the financial services industry. However evidence is emerging that challenges the expected benefits, while emphasising the extremely complex nature of an outsourcing transaction. 2005 was a …

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