A-Team Insight Blogs The latest content from across the platform
DSTi Adds Bond Attribution Module to HiInvest Portfolio System
DST International has added a fixed-income attribution module to its HiInvest portfolio management system product suite. The system will be marketed as a standalone product, alongside existing HiPerformance andHiRisk products. The new module will support duration and revaluation-based approaches, performing calculations at both the portfolio and security level. DSTi has completed development of a prototype…
J.P. Morgan Securities Australia Opts for XcitekSolutionsPlus
J.P. Morgan Securities has gone live with the XSP corporate actions software from XctekSolutionsPlus at its Australian office. The firm already used XSP at its offices in London and Hong Kong. By adding Australia, J.P. Morgan is now able to process corporate actions electronically between the three operations. The result has been an increase in…
Financial Technologies Rolls Out StreetDirector to Two Clients
Financial Technologies International has rolled out its new StreetDirector transaction lifecycle processing engine at a global brokerage and a large investment bank. The system is part of FTI’s StreetEnterprise suite of services, and draws upon clients’ chosen reference data management systems, books and records, and transactions data to monitor and control the work flow associated…
Slinging Our Hook to Singapore and SIBOS
A palpable sigh of relief was issued by all Swift types early this month when the organization reassured exhibitors, presenters and delegates that its SIBOS conference will go ahead as planned next month. SARS reared its ugly head (hopefully, one last time) with a case in Singapore, raising the spectre that SIBOS Singapore might be…
ADP Wilco Unveils Corporate Actions Platform for Global Event Notification at Lehman Brothers
Lehman Brothers in London went live over the summer with ADP Wilco’s new UPM Corporate Actions platform, the first client to implement the newly launched Wilco system. Lehman is using UPM Corporate Actions to manage its processing of corporate actions data globally, and will use additional modules of the system which Wilco plans to roll…
Barra, Reuters’ Lipper Team Up To Offer Risk Factor Data
Barra and Lipper, a Reuters subsidiary, have released the Lipper-Barra Mutual Fund Risk Factor service, which ranks the relative riskiness of mutual funds. The service is aimed at allowing investors and their advisors to compare competitive or complementary funds on the basis of the risks that they incur. The measure is based on Barra’s risk…
ADP Wilco Upgrades Its Gloss Securities Processing System
Automatic Data Processing’s Wilco unit has upgraded its Gloss international securities processing system. The latest version – Version 5 – includes extended instrument coverage and broader market connectivity. Gloss 5 now supports international fixed-income securities, repurchase agreements and stock lending. The system complies with upcoming mandatory changes to the Swift messaging format and now connects…
Australia’s QIC Fund Manager Implements Eagle’s Pace
QIC, an Australian wholesale fund manager, has implemented Eagle Investment Systems’ Pace portfolio management system. The system will allow the fund manager to extract, scrub, enrich and store investment data from multiple sources into a single repository, enabling it to make use of Pace’s performance measurement, attribution, reporting and data monitoring features.
Loomis Sayles to Use Heliograph’s TradeFlow Platform
Loomis Sayles, a U.S. investment management firm, has installed Heliograph’s TradeFlow platform to help manage the settlement process, and is now directing 70% of its transactions through the system. TradeFlow additionally is allowing Loomis Sayles to offer its clients’ custodians the choice between receiving Swift messages or electronic faxes, an important capability since many smaller…
Golden Copy Protagonists Insist There’s More to the Concept than Just Hype
Our editorial last month about the cynical use of the term Golden Copy by the ever-growing number of newcomers to the business of reference data drew a crisp rejoinder from Kathleen Hawk of Clearview Associates, which provides marketing and public relations services to Asset Control. As you know, Asset Control was perhaps the pioneer of…