To provide higher quality and cleaner data within its hosted portfolio management solution, Integrated Decision Systems (IDS) has chosen Evare to provide custodian interfaces, allowing it to “eliminate the paper and manual data entry,” says Lisa Williams, director of product management, Global Investment Manager at IDS. Evare provides links with global financial institutions for acquiring, transforming and delivering detailed account and transaction information, which IDS plans to use for the daily reconciliation and portfolio management activities of its IDS On-Demand service. Says Williams, “(Investment) advisors can report on customer assets all in one place, no matter where the assets are custodied.”
A-Team Insight Blogs
IDS Uses Evare for Custodian Links, Cleaner Data
With the implementation of the new Investment Firms Prudential Regime (IFPR), the FCA is aiming to streamline and simplify the prudential requirements for solo-regulated investment firms in the UK. Under the new regime, all MiFID authorized, Collective Portfolio Management Investment Firms (i.e. UK UCITS ManCo and Alternative Investment Fund Management Firms permitted to undertake Additional Activities)...
Alveo and ULTUMUS, an exchange-traded fund (ETF) specialist, have partnered to bring together Alveo’s data mastering solution, Prime, and ULTUMUS’s global ETF and index managed data service. The partnership aims to enable Alveo customers to integrate index and ETF information more quickly, and allow ULTUMUS’s clients to enhance their data mastering and data integration capabilities....
This briefing will explore challenges around assembling and evaluating ESG data for reporting and the impact of regulatory measures and industry collaboration on transparency and standardisation efforts. Expert speakers will address how the evolving market infrastructure is developing and the role of new technologies and alternative data in improving insight and filling data gaps.
The European corporate actions market could be the stage of some pretty heavy duty discussions regarding standards going forward, particularly with regards to the adoption of both XBRL tagging and ISO 20022 messaging. The region’s issuer community, for one, is not going to be easy to convince of the benefits of XBRL tags, given the...