Yearly Archives: 2007

15/12/2007

There are serious issues with the current client reporting framework. Clients are dissatisfied with the reports that are produced for traditional long-only investment strategies and managers face significant challenges reducing the gap between client expectations and reporting practices. The situation …

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perf+risk
25/11/2007

Our industry is experiencing a steady increase in the amount of regulation that it is required to comply with, accompanied by a move to a regulatory regime based on risk appraisal and principles rather than rules. As a result, senior …

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computer+squares_small
13/07/2007

The increased focus on operational risk exposure, stringent regulatory requirements and the growing need for management information have amplified the need for comprehensive control structures to ensure that data is managed to the right level of quality. Furthermore, clients are …

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industry-focus
05/06/2007

The last 10-15 years have genuinely been a period of huge change for this industry. There are three key groups of factors: Increased cost of doing business – more complex products, regulation, rising staff costs. Reduced confidence in revenues – …

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heads+squares
02/05/2007

This report – part of the Supporting Derivatives series – has two purposes: first to establish a common understanding of the major principles involved in collateral management between investment management firms, third party administrators (TPAs) and brokers. Second, the paper …

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02/03/2007

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 third workshop was titled ‘The Effect …

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