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US SEC: XBRL for Financial Statements
The Securities and Exchange Commission has adopted rules requiring companies to provide financial statement information in XBRL (eXtensible Business Reporting Language) to improve the information’s usefulness. This is an overview for companies that are required to begin submitting XBRL data during 2011 and summarises some of the main process issues, lessons learned to date and…
IAM Appoints Global Head of Operational Due Diligence
International Asset Management (IAM), one of the oldest specialist fund of hedge fund investment managers, today announces the appointment of Mike Paciullo as global head of operational due diligence based in IAM’s New York office. Mike has a wealth of experience from senior positions within operational due diligence including tenures as head of operational due…
SmartCo Opens London Office
SmartCo announces its continued international expansion with the opening, in May 2011, of a London office to support its growing operations in the UK and Northern European markets. SmartCo has seen an increase in the number of its international clients and as part of its internationalisation strategy, the Paris and Boston-based software company’s goal is…
SEC Announces Agenda and Panellists for Roundtable on Money Market Funds and Systemic Risk
The Securities and Exchange Commission today announced the panellists and final agenda for the Money Market Funds and Systemic Risk Roundtable to be held 10 May. The roundtable will address the potential for money market funds to pose a systemic risk to broader financial markets – what makes money market funds vulnerable to runs and…
Omgeo Launches Hedge Fund Operations Forum
Omgeo, the global standard for post-trade efficiency, announced today that it has launched the Hedge Fund Operations Forum (HOF), an industry peer group for UK-based hedge fund operations professionals. Members of the HOF will meet on a quarterly basis to exchange ideas and knowledge of operational best practice implementation that goes beyond current regulatory requirements….
Thomson Reuters Expands Fixed Income Valuation Offering with New CLO Pricing Capability
Thomson Reuters announced today the launch of a new Collateralised Loan Obligation (CLO) evaluated pricing service, delivered via DataScope Select, its strategic distribution platform for non-streaming global content and pricing. This new pricing capability will provide end-of-day valuations for global cash CLOs, including both broadly syndicated and middle market deals, and give investors greater transparency…
Dow Jones Adds Apple iPad Channel to Investment Banker Data Service
Dow Jones has added an Apple iPad app to the Dow Jones Investment Banker (DJIB) suite and says it will create apps for more tablet devices as they emerge. The app is free to download from the iPad app store, but users must be registered for DJIB. Dow Jones introduced the web-based information service dedicated…
BNY Mellon Asset Servicing Appoints James Slater as Global Head of Securities Lending
BNY Mellon Asset Servicing, the global leader in investment servicing, has announced that James Slater will become global head of securities lending following the retirement of Kathy Rulong on 1 July 2011. Slater was formerly chief operating officer for BNY Mellon’s securities lending business with responsibility for providing strategic direction for core functions, including trading…
Simon Reynolds Joins the Octopus Multi Manager Team
Octopus Investments has hired Simon Reynolds into its Multi Manager team. Simon will be working alongside fund managers Colin Lunnon and Bish Limbu. He will be adding to the idea generation and research process across all asset classes, and will gradually take over some of the day to day portfolio management responsibilities in support of…
Former US Treasury Senior Advisor/US NEC Mary Goodman Joins James Caird Asset Management
Mary Goodman joined James Caird Asset Management (U.S.) LP in May 2011 as a Managing Director. Based in Washington DC, Mary provides strategic counsel on the global macroeconomic outlook and on monetary, fiscal, financial regulatory and other policy risks as part of the firm’s deliberation on investment decisions. Mary was Special Assistant to the President…