Published on
21 Jun 2012
Uncertainty in global financial markets has never been greater, and for institutional investors with exposure to hedge funds, there is a now more pressing need to keep close tabs on what is happening in their alternative investment portfolios, be it transparency, liquidity or investment tracking. For investors with hedge fund portfolios, including pension funds and family offices, the right portfolio management tools—with client and service provider connectivity—can be critical to successfully navigating the financial storm. In addition, investment organisations and their service providers need operational solutions that will help them to streamline their businesses, keeping them competitive.
RFPConnect interviews Mr. Rupert Vaughan Williams, Co-Founder and The Head of Business Development at Comada, who introduces M.A.T.ware technology specially launched for alternative funds across the globe and their end clients.
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Published on
06 Jun 2012
If you’re an executive involved in sales, marketing, or customer service, you know the benefits of CRM software. Less well known, however, is the power of business process management (BPM) to improve your CRM strategy and implementation.
During previous decades BPM used to be strictly a back-office technology. The effectiveness of BPM for customer-facing processes, notably CRM, is being realized now.
Cumbersome, manual CRM processes can lead users to neglect key steps, resulting in fewer sales and decreased customer loyalty. Innovation, too, will be stifled without tools for process analysis and feedback loops for continual improvement.
That’s why it pays to utilize CRM software that includes BPM as its core functionality.
Katerina Kostereva, CEO of BPMonline, describes what makes BPMonline CRM a top-of-the-line solution and how customers get exceptional experience from purchasing process-based CRM system.
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Published on
07 May 2012
Alan Stephenson-Brown, Director of Europe,
speaks with RFPConnect about personal goals in payment industry and introduces a newly launched Phoenix PaySecure Solution, designed to aid merchants in overcoming the complexity of implementing card industry PCI-DSS security standards.
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Published on
23 Apr 2012
The demand from investors for transparency and accountability from their fund managers has never been greater. And as they seek the assurance of independent and unbiased fund valuation, investors have extended their scrutiny to service providers, most notably fund administrators.
As a recent Ernst & Young report shows, there remains a significant opinion gap between investment managers and investors when it comes to valuation. While more than half the investors E&Y; surveyed believe that funds should outsource valuation to a third-party administrator, conversely, 71% of investment managers felt that outsourcing valuation actually increases risk. Only one in four of these investment managers believe that fund administrators can conduct valuations effectively.
So how can the industry fill this gap with the right valuation services?
Chris Mulhern, COO and President of Butterfield Fulcrum speaks with RFPConnect about the full suite of Butterfield Fulcrum administration solutions for front, middle and back office operations.
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Published on
03 Apr 2012
Over the last few years, the number of credit card frauds has increased dramatically. In just the UK alone, statistics show that around £1.2m is lost though card fraud every day. This equates to one theft every nine seconds with one in three people a victim. It is part of a larger overall fraud landscape with the UK’s National Fraud Authority (NFA) announcing, this month, that the total cost of fraud to the UK economy is in the region of £73 billion a year.
RFPConnect interviews Mike Alford, CEO at Alaric International, who introduces an intelligent PA DSS certified, Fractals card fraud detection and prevention solution.
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Published on
26 Sep 2012
Company name:
Reval
Hitachi Capital (UK) PLC, a subsidiary of the Hitachi Group, listed on the TSE, replaced an in-house installation of Sungard’s Integrity. Group Treasurer, Jeremy Johnson explains the problems they experienced with their processes and how they successfully implemented Reval’s comprehensive Software-as-a-Service (SaaS) solution for integrated Treasury and Risk Management (TRM) to automate its treasury processes.
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Published on
26 Sep 2012
Company name:
Reval
For financial institutions today, the web portal has evolved to become “the face of the bank”. Improving the corporate client experience through this web platform is a key focus and point of differentiation. As such, these financial institutions are increasing their investment towards this important online channel. This focus and increase in investment in this area not only enhances the banks’ relationship with corporate clients, but also drives revenue and client retention, particularly through services offered through the bank. Download this whitepaper and gain insight into what corporate clients are looking for from a web experience perspective, the full scope of the web portal and treasury services today, the benefits of enhancing this important platform, the business case for building out, and the future of web portal functionality.
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Published on
13 Sep 2012
Company name:
Surecomp
Determination and trust are often key factors in strengthening vendor-customer relations. Yet it would be hard to find a better example of high-value, business-based determination and trust than that exhibited by the leading global networking and communications company Alcatel-Lucent (Euronext Paris and NYSE: ALU) and Surecomp.
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Published on
06 Sep 2012
Company name:
iCreate Software
In short, the banking landscape has changed drastically over the past three years. The industry has undergone major turmoil in recent years as the global financial crisis deepened and economies faltered.
For banks, that has translated into burgeoning bad loans, capital depletion, enhanced regulations, numerous bank failures, regulatory takeovers and acquisitions.
It is times like these that test the mettle of bankers. And it is times like these when right and timely decision making becomes so critical. With the industry becoming so complex – banks now not just sell savings accounts but hundreds of investment products – banks are now relying on technology like never before. And one of the critical technologies that is helping bankers not just make their operations efficient but also aiding critical decision making is business intelligence or BI. In simple words, BI is a tool that has become the banking sector’s lifeline, helping to consolidate the vast volumes of data, and target the right
segment for the right scheme. A bank’s success in implementing the right BI solutions helps it in reducing costs tremendously.
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Published on
29 Aug 2012
Company name:
Bravura Solutions
In this whitepaper Bravura Solutions explores the challenges facing financial institutions, and the opportunities that can be unlocked through the deployment of modern, agile systems based on standardised Internet technology.
Complexity and rapid change have become hallmarks of the financial services industry. New competitors are entering the market and customer expectations are increasing. It is essential that financial institutions take action to be well positioned for a more competitive future.
Customers are becoming more sophisticated and are demanding a broader range of products and services. They want real time visibility of their entire relationship with financial providers and their expectations for self-service have risen accordingly.
While many financial institutions have thrived under these conditions, the IT systems supporting them have often struggled to keep up.
In an industry where agility and flexibility are essential, some institutions are finding IT is hindering their ability to compete.
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Published on
23 May 2012
This paper explains why it’s so important for closed-end funds to improve their transparency and release full portfolio holdings on a more frequent basis than has been the case historically.
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Published on
29 Mar 2012
One of the fundamental decisions that every trading algorithm needs to make as it feeds child orders into the market is where to route them. In a previous research note Pragma reported some empirical results demonstrating that, generally, the market has a strong preference for routing aggressive orders to the cheapest venue that displays the best price. In this note, Pragma demonstrates how this market structure can be exploited by a clever algorithm to obtain an all-in performance improvement when posting limit orders by effectively “hopping the queue.”
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Published on
28 Feb 2012
Morningstar European fund flow data for January shows a positive start to 2012 for the European fund industry, with investors adding Euro 13 billion in new assets to long-term European-domiciled funds in January 2012.
Dan Lefkovitz from Morningstar’s European research team comments:
“Buoyant markets have brought investors back into funds. Renewed appetite for risk and a sharp hunger for yield are evident. But the case of Templeton Global Bond is a sign that investors too often have a habit of buying high and selling low. Morningstar’s Investor Returns calculation shows that many of the fund’s investors have not captured its stated total return.”
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Published on
25 Jan 2012
Welcome to the first issue of New Managers, Opalesque’s monthly monitor of emerging managers. Apparently, the number of hedge fund launches in 2011 (including maiden
funds) might be the highest, within a calendar year, since 2007 when nearly 1,200 funds were launched. And
many expect more new entrants in the industry coming from larger fund houses and banks. However, with less trading opportunities in a crowded environment, more
involved regulators and investors no longer content with opacity, the environment requires a little more effort to navigate. Now is a great time to put the spotlight on the trials, tribulations and opportunities that emerging managers are facing; as information is key for better navigation.
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Published on
14 Dec 2010
This edition of Insights examines the small household challenge from the firm’s perspective. In the summer of 2010, we interviewed executives from seven of our client firms to obtain a North American view on how firms are addressing this critical business issue.
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