TradingTech Insight Blogs The latest content from across the platform
Information Mosaic’s Hartlage Discusses its BI Analytics and Client Portal Offerings
Information Mosaic has been gradually adding to its arsenal of post-trade automation solutions, the latest of which is its IMConnecting offering, which aims to provide users with a customisable client portal via which to view custody related, proxy voting and corporate actions data. Ken Hartlage, head of product management and marketing for the vendor, explains…
Former JP Morgan Head of Counterparty Credit Risk Modelling Joins Quantifi
Quantifi, a leading provider of analytics, trading and risk management solutions for the global capital markets, today announced the appointment of Dr. Dmitry Pugachevsky as Research Director. Dr. Pugachevsky will be responsible for managing Quantifi’s global research efforts. Rohan Douglas, CEO, Quantifi, said, “Dmitry has long been a leading figure in the industry and comes…
Vanlint Elaborates on GoldenSource’s ASX Implementation, EDM Trends in Asia
Last month, EDM platform provider GoldenSource announced that it had won a deal to provide the Australian Securities Exchange (ASX) with a new corporate data management platform. Neill Vanlint, managing director of EMEA and APAC client operations for the vendor, explains that the GoldenSource EDM platform was selected after a rigorous two month long proof…
SmartStream’s Jones Discusses the Launch of its New On Demand Corporate Actions Solution
SmartStream has launched a new on demand version of its corporate actions processing solution, TLM Corporate Actions Event Management On Demand , in line with its push to provide software as a service (SaaS) versions of its offerings. Alan Jones, senior product manager at the vendor, explains that the solution has seen interest from mid-size…
State Street Announces Acquisition of Complementa Investment-Controlling in Switzerland
State Street Corporation, one of the world’s leading providers of financial services to institutional investors, announced today that it has acquired Complementa Investment-Controlling AG, an investment performance measurement and analytics firm based in St. Gallen, Switzerland. Complementa is a recognized leader in the precise and independent consolidation of assets, performance measurement and investment controlling for…
EFAMA Promotes TER Report to Improve Transparency of Investment Fees
A report commissioned by the European Fund and Asset Management Association (“EFAMA”) published today aims to give investors greater transparency and understanding of cost breakdown within the Total Expense Ratio (“TER”) of European mutual funds. As part of its on-going campaign to promote investor education, EFAMA believes greater transparency is needed to reveal the breakdown…
Leading Canadian Bank Selects Broadridge Canada for Smart Document Creation Solution
Broadridge Financial Solutions, today announced that another Canadian financial institution has selected Broadridge Canada’s Smart Document Creation solution for the generation of Fund Facts documents required by the new Point-of-Sale (POS) regulations. The Smart Document Creation solution will generate regulatory Fund Facts documents for the bank’s mutual funds through an automated document creation process. Using…
Industry Funds Management Selects SunGard’s Investran and VPM
Industry Funds Management (IFM), a leading global investment manager has selected SunGard’s Investran and VPM solutions to help streamline and enhance back-office accounting across all of its investment products and portfolios. IFM manages over A$30 billion across four asset classes: infrastructure, private equity, debt investments and listed equity portfolios. SunGard’s Investran, an award winning application…
Markit Launches Commission Management Platform
Markit, a leading, global financial information services company, today announced the launch of Markit Commission Manager. The service helps buy-side firms manage and allocate commission credits efficiently while addressing the concerns associated with maintaining such credits with a single institution. Markit is introducing this new service as increasing numbers of buy-side firms demand virtual aggregation…
SEI Survey: Private Equity Managers Struggling to Keep Up with Increasing Investor Transparency Demands
While nearly everyone in the private equity space agrees that there has been an increased focus on portfolio transparency and client reporting over the past few years, investors remain dissatisfied with the information they receive from managers, according to a global survey report released today by SEI in collaboration with Greenwich Associates. Less than half…