Bringing your business closer together
|
|
- Arleen Robinson
- 6 years ago
- Views:
Transcription
1 Misys FusionInvest Solution overview Bringing your business closer together A connected approach in investment management is critical
2 More agility, better risk control How do you meet tactical needs and strategic objectives?
3 Misys FusionInvest aligns technology with business goals Investment managers are squeezed between the dual pressures of regulatory deadlines and investor demands they need to meet tactical needs and strategic objectives. Technology is a key driver of commercial success but many departmental solutions cannot be expanded easily to meet evolving business needs or market practices. Investment managers who align their technology and business strategies will be able to mitigate risk and become more competitive. FusionInvest not only provides us with broad instrument coverage but the integrated and flexible modules mean we have a full service solution to meet all our specific reporting, portfolio and risk management needs. A question of balance To achieve a balance between risk and reward, fund managers require a true multi-asset portfolio and risk system based on a consistent portfolio construction and risk analysis framework. Celent 2013 buy-side trends Ferry Vos Chief Risk Officer, Anthos Asset Management Misys FusionInvest Solution overview 3
4 FusionInvest helps bu boost productivity a From the outset, Misys FusionInvest has been designed to promote efficiency throughout the investment process. Users can boost productivity by increasing operational efficiency, reducing error rates and maintaining a centralised database to provide a single version of the truth firm-wide. The modular design to be added as busin 4 Misys FusionInvest Solution overview
5 There are actually very few choices when it comes to the level of risk management and sophistication that we are involved with. On the asset management side, FusionInvest is the only solution that contains the same tools that are used by investment banks on the sell-side. Vasillios Pappas co-founder, Assénagon With its modular architecture, Misys FusionInvest combines strength and flexibility. It can be configured to complement existing systems to increase agility and improve connectivity to custodians, prime brokers and administrators. New business opportunities can be seized more quickly and operational risk reduced. y-side firms nd agility. allows capabilities ess needs evolve Misys FusionInvest Solution overview 5
6 Investment managers cannot work in isolation. FusionInvest brings connectivity and efficiency to the entire investment process. We take a multi-function approach to investment management that helps boost productivity and reduce costs. FusionInvest can handle the complete trading lifecycle from portfolio management, to investment operations, to risk management and compliance. More than 90 buy-side customers rely on our investment management solutions, including some of the world s top asset managers, hedge funds and pension funds. Our market leadership position makes Misys the right partner now and for the future. 6 Misys FusionInvest Solution overview
7 The Misys approach to investment management The greater comfort that we received through FusionInvest has provided us with opportunities to do things that we wouldn t have attempted before. The high level of customization it offers will be very valuable as we expand it across the firm. Ville Helske Head of Ilmarinen Alpha and Allocation at Ilmarinen Mutual Pension Insurance Company Misys FusionInvest Solution overview 7
8 The Misys FusionInvest advantage Market-leading risk analytics FusionInvest provides cross-asset analytics for the front office, back office, and risk function on a centralized database, using a modular structure to avoid redundancy of functionality. The solution provides a consistent risk methodology across all assets. Chartis 2013 buy-side risk analytics report Integrated portfolio and risk management Improve the quality and speed of trading decisions by having the most accurate risk analytics and pre-trade compliance integrated into awardwinning portfolio management capabilities for the front office. Our approach ensures increased transparency across the trading, risk and compliance teams. Comprehensive cross-asset coverage Choose a flexible platform that supports profitable expansion. We can accommodate virtually all listed securities, over-the-counter (OTC) derivatives and alternative, Delta One and fixed income products with highly sophisticated pricing engines that support an expanding universe of asset class coverage. Modular by design Implement individual solution modules incrementally to meet evolving business needs. All modules can be easily activated for new asset classes, risk analytics, middle and back-office functions. A multi-function solution Tighten control, improve transparency and increase automation by having a single solution for all business processes. You can view all pricing, booking and processing on a single dashboard to reduce risk and enable an Investment Book of Records (IBOR). Reliability and agility Seize new business opportunities as they arise. Our modular approach means that new functionality can be deployed with minimal disruption to existing business processes. In many cases it may be the only product required. 8 Misys FusionInvest Solution overview
9 A fully integrated multi-function solution FusionInvest Front office Risk management Cross-asset processing Investment accounting Portfolio views and dashboards Cross-asset order management Modeling and rebalancing Pre-trade risk and simulation Performance measurement Pre-trade limits and compliance Credit risk Intraday risk Stress test, VaR and tracking error Limits and compliance Liquidity risk End of day risk OTC STP Contract lifecycle Collateral management EMIR/Dodd-Frank Cash and security inventory management Back office and payments Corporate actions Position keeping Market value and cash management Shadow funds administration Sub ledger Reconciliation FusionFabric Connect FusionRisk Trading venues Data sources Non-Misys systems Pricing libraries, data control, data feeds Deals, positions, products, market data repository Workflows, reporting, audit FusionInvest is a flexible solution that delivers a core system with additional modules which can be deployed incrementally, depending on your immediate and evolving needs. Our consultants can ensure that you leverage your existing IT investments to ensure that costs are aligned with business success. The principle strength of FusionInvest is its R&D team, which differentiates them from any other software company. It helps us to benefit from a collective intelligence and developments that are made in line with the direction of the market. Pascale Gabriel Head of IT at OFI Asset Management Misys FusionInvest Solution overview 9
10 Comprehensive cross-asset coverage Fixed income Global equities Treasury Alternative investments Government and sovereign bonds Listed futures and options Inflation bonds G8 and Emerging Markets coverage Corporate and high-yield bonds Municipal bonds Agency and non-agency asset-backed securities (ABS) Bank and non-bank loans Structured fixed income: step-up, PiK, amortizing Common stocks Listed futures and options Convertible bonds and preferred stocks ETFs, ADRs, GDRs Participatory notes 144a stocks Mutual funds Synthetic stocks: Contracts for Difference (CFD), Total Return Swaps (TRS) Multi-underlying certificates Commercial papers Certificate of deposit Treasury Bills Term deposit Repos & reverse-repos: term, open, evergreen Swap OIS Money Market fund Money Market account Fund of hedge funds Hedge fund strategies Separately managed accounts Private equity structures Real-estate and REITs Commodities (base metals, precious metals, energy, power and softs) : futures, swaps and options Overlay and hedging Listed Derivatives Futures and options on rates and equity Vanilla FX Derivatives Swaps, Forwards and NDF FX Options OTC Derivatives (including cleared OTC) Vanilla IRS, CDS and asset swaps Swaptions Inflation derivatives Credit derivatives FX flow and exotic derivatives Structured products and hybrids Benchmarks Benchmarks for all asset classes Listed, custom, blended Synthetic and composite Multi-currency fully and partially hedged Carve-out and constrained Liability-driven investment (LDI) 10 Misys FusionInvest Solution overview
11 Misys FusionInvest FusionInvest is a flexible and modular solution that can be installed as a complete front-to-back system or standalone component depending on your requirements. Modules include: Portfolio management FusionInvest is a comprehensive solution to accommodate the most sophisticated business strategy. The system adopts a real-time lookthrough approach, and real-time P&L and exposure management across flexible portfolio hierarchies. Risk management and compliance FusionInvest provides a holistic view over market risk, liquidity risk and collateral management. This enables users to manage risk and pre- and posttrade compliance at the fund level but also firm-wide. Performance measurement FusionInvest provides P&L calculation for any cross-asset portfolio, sub portfolio or group of portfolios. Returns and attributions can be easily calculated across any criteria, including strategy, asset class and risk type. Investment accounting FusionInvest promotes efficient position keeping that includes corporate actions, positions lifecycle management, cash management and data quality management. The system also provides fund administration and Net Asset Value (NAV) calculation for master/feeder or multi-share class structure, as well as comprehensive cross-asset pricing and valuations. Automated trade processing FusionInvest enables front-to-back STP from trade entry to payments and confirmations according to flexible rule-based workflows. This increases operational efficiency, reduces trading errors and streamlines settlement. Misys FusionInvest Solution overview 11
12 Success stories Smart alternative business built on a single platform FusionInvest drives growth at innovative investment management firm. One of Europe s most innovative and fastest growing asset managers, this firm grew to over 6 billion in assets under management (AuM) within three years of launching. It has over 90 active institutional clients and acts as investment manager for a further 50 funds. How has it achieved this level of success? A partnership with Misys means that the firm can move quickly into new business areas, such as cross-asset trading and maintain multiple positions against a full range of exchange-traded funds (ETFs). All while remaining confident about meeting current and evolving compliance requirements. The business has been built entirely on FusionInvest, chosen for its reliability, breadth of coverage, and integrated design. New modules have been deployed to meet evolving business needs, aligning costs with success. Our front-office personnel has more time to better analyse the market and make better decisions this has an impact on revenue. 12 Misys FusionInvest Solution overview
13 Executing alpha FusionInvest generates a step-change improvement in business efficiency and profitability. Burdened by its own success, an investment company with over $40bn in assets under management had difficulty handling the expanding range of complex instruments that were part of its alpha fund strategy. To succeed, the company needed to find a solution that would meet its immediate needs and strategic ambition. As use of the system increased, its power and simplicity became clear to other potential users managing fixed income and equity funds outside the Misys platform. Now FusionInvest is being rolled out across the rest of the firm to support all asset classes. The firm chose Misys FusionInvest for its pricing engine, cross-asset coverage and integrated risk management capabilities. Since its implementation, the new platform has driven operational efficiency, improved risk management and simplified compliance and reporting. It became clear quite soon that FusionInvest was the right solution for us. It showed particular flexibility when it came to accommodating new instruments. Misys FusionInvest Solution overview 13
14 Professional services and customer support An industry proven best practice approach that s the guiding principle of our professional services and support model. Misys clients benefit from our long track record of successful implementations. The FusionInvest implementation was achieved in an aggressive three-month time frame - unheard of in this industry for a project of this scale. Javed Alam IT Director, Arqaam Capital Professional services Best-practice delivery The Misys delivery model is incorporated into our entire product lifecycle. We leverage best practice business processes in the design, development and quality assurance of all of our products. While we acknowledge that one size doesn t fit all in financial software, we know that a delivery approach that focuses on industry proven best practice methods helps save our customers time and money. All of our clients benefit from our practical business and technical expertise, which means: Faster implementation: Repeatable delivery means projects are shorter and more predictable. Reduced TCO: Clear focus on project management avoids unnecessary expenditure and a shorter time to business benefits. Lower risk: A standardised, proven approach means many risks have already been mitigated and an implementation can follow a realistic timeframe with clear milestones. Centre of excellence Co-located with our development teams, the 200-strong Misys Service Delivery Centre ensures that we share best practice both internally and with partners. It enables us to refine implementations offsite before taking them back to the client. Customer support Misys clients benefit from the expert knowledge of resources worldwide, with FusionInvest expertise available locally. Our aim is to provide professional, software support from pre-sales to ongoing support and maintenance. Deep domain expertise. Our technical and application support people have strong industry and product knowledge with continuous technical and industry training programs to ensure that Misys support teams can meet your evolving business needs. Scalable support model. As a Misys client, you can choose from a standard, professionalised support model or a specialised, premium support package depending on your needs. Because Misys support has a broad, global footprint that operates in all time zones and regions, Misys teams can scale to your requirements. 14 Misys FusionInvest Solution overview
15 Proven, award-winning solutions Buy-Side Technology Awards 2013 Winner: Best Buy-Side Commodities Trading Platform/Service HFM Week Hedge Fund Services Awards 2013 Winner: Best Risk Management Technology Provider Highly Commended: Best Technology for Small and Start-up Firms HFM Week US Services Awards 2013 Winner: Best Portfolio Management Software Provider Asia Asset Management Awards 2012 Winner: Best Buy-Side Risk Management Initiative Risk 25 firms of the Future Misys - Leading Technology Vendor Structured Products Technology Rankings 2012 Number One Trading System - Credit Number One Trading System - Cross Asset Number One Trading System - Foreign Exchange Number One Trading System - Rates Number One Risk Management - Collateral Management Risk Technology Ranking 2013: Overall Winner: Enterprise Risk Management Winner: Trading Systems Equities Winner: Trading Systems Forex Winner: Trading Systems Rates Winner: Pricing and Analytics Equities Winner: Liquidity Risk Management Winner: Regulatory Compliance Winner: Reporting, and System Support & Implementation.
16 About Misys Misys is at the forefront of the financial software industry, providing the broadest portfolio of banking, capital markets, investment management and risk solutions available on the market. With more than 2,000 customers in 130 countries our team of domain experts, combined with our partner eco-system, have an unparalleled ability to address industry requirements at both a global and local level. We connect systems, collect data and create intelligent information to drive smarter business decisions. To learn more about how our Fusion software portfolio can deliver a holistic view of your operations, and help you to solve your most complex challenges, please visit misys.com and follow on Twitter. Corporate headquarters One Kingdom Street Paddington London W2 6B United Kingdom T Misys and the Misys globe mark are trade marks of the Misys group companies Misys. All rights reserved. 34 / 0514
OTC Derivatives Valuation and Data Services Technology-enabled solutions for derivatives and complex instruments
OTC Derivatives Valuation and Data Services Technology-enabled solutions for derivatives and complex instruments Gain the clearest view into OTC derivatives markets Capitalize on the industry s highest
More informationPreparing for the Fundamental Review of the Trading Book (FRTB)
Regulatory Update Preparing for the Fundamental Review of the Trading Book (FRTB) With the final set of definitions soon to be released by the Basel Committee on Banking Supervision, Misys experts discuss
More informationOPERATIONS AND PROCESSING COLLATERAL MANAGEMENT
FIS Apex Collateral 1 OPERATIONS AND PROCESSING COLLATERAL MANAGEMENT FIS Apex Collateral 2 OPERATIONS AND PROCESSING FIS APEX COLLATERAL 1 FIS Apex Collateral Global regulations have fundamentally transformed
More informationMarkit Exchange Traded Product
2014 Solutions Markit Exchange Traded Product The most advanced, comprehensive view of the global ETP market, serving all market participants ETP Multi-Asset Composition Data ETP Encyclopedia ETP Analytics
More informationPioneering Solutions for Trading, Risk Management and Investment
Pioneering Solutions for Trading, Risk Management and Investment Mission: To be a preferred financial services solutions vendor in all customers that we serve through eminent thought leadership and deep
More informationO P E R A T I O N A L A N D C O S T E F F I C I E N C I E S F O R A C O M P E T I T I V E E D G E
O P E R A T I O N A L A N D C O S T E F F I C I E N C I E S F O R A C O M P E T I T I V E E D G E I n v e s t m e n t O p e r a t i o n s O u t s o u r c i n g F O C U S O N Y O U R C O R E S T R E N
More informationPRIME SERVICES CROSS ASSET SERVICES FOR A CHANGING ENVIRONMENT FOR INSTITUTIONAL INVESTORS ONLY NOT FOR REDISTRIBUTION
PRIME SERVICES CROSS ASSET SERVICES FOR A CHANGING ENVIRONMENT FOR INSTITUTIONAL INVESTORS ONLY NOT FOR REDISTRIBUTION A global award winning Prime Brokerage proposition that offers agile solutions via
More informationIt s all about treading carefully
FE 24-29 Risk survey - jssgmsenf:layout 1 29/2/12 14:41 Page 24 It s all about treading carefully RISK MANAGEMENT SURVEY Risk system vendors tell Funds Europe what the major riskbased challenges for fund
More informationFamily Office/Private Wealth Adaptable solutions for family office/private wealth managers
Family Office/Private Wealth Adaptable solutions for family office/private wealth managers Family Office/Private Wealth Maples Fund Services provides a broad range of services to single and multi-family
More informationCORPORATE TREASURY CORPORATIONS. are supported worldwide through our Financial and Risk organization
CORPORATE TREASURY 5000+ CORPORATIONS are supported worldwide through our Financial and Risk organization DELIVERING WHAT NO ONE ELSE CAN EVERYTHING YOU NEED IN ONE PLACE All the content, analytical tools
More informationBest Practices for Maximizing Returns in Multi-Currency Rates Trading. Copyright FinancialCAD Corporation. All rights reserved.
Best Practices for Maximizing Returns in Multi-Currency Rates Trading Copyright FinancialCAD Corporation. All rights reserved. Introduction In the current market environment, it is particularly important
More informationREG FOCUS. Identify and reduce the risk of market abuse
REG FOCUS Identify and reduce the risk of market abuse REG FOCUS A single solution to the regulatory challenges brought about by current market manipulation and insider trading legislation and designed
More informationREG FOCUS Identify and reduce the risk of regulatory censure
REG FOCUS Identify and reduce the risk of regulatory censure REG FOCUS A modular solution to address the multiple challenges presented by the ever-growing burden of financial regulation covering market
More informationRisk vs. cost: How hedge fund managers can engage the right mix of internal, outside and shadow administration
Risk vs. cost: How hedge fund managers can engage the right mix of internal, outside and shadow administration Contents 1 Risk vs. cost 1 A real opportunity to manage costs 2 Evaluating your operating
More informationStatPro Revolution - Analysis Overview
StatPro Revolution - Analysis Overview DEFINING FEATURES StatPro Revolution is the Sophisticated analysis culmination of the breadth and An intuitive and visual user interface depth of StatPro s expertise
More informationBroadridge collateral management and securities financing solutions
Broadridge collateral management and securities financing solutions The global collateral management and securities financing challenge Changes in global financial regulations and enterprise risk practices
More informationFRONT - MIDDLE - BACK managing your entire investment process
FRONT - MIDDLE - BACK managing your entire investment process PLATFORM SCOPE Portfolio & Risk Management Trading Technology and Infrastructure Operations and Accounting Compliance and Controls Investor
More informationFull Year Results Year to 31 March 2016
Full Year Results Year to 31 March 2016 16 May 2016 Disclaimer These materials do not constitute an offer to sell or the solicitation of an offer to purchase any security. These materials contain "forward-looking
More informationCOMPANY PROFILE.
COMPANY PROFILE www.zagtrader.com What is ZagTrader? ZagTrader is a superior global Order Management and routing platform featuring rich front ends with tight integration to its powerful back office and
More informationTransformer. Securities Processing System - The Next Generation. About the author:
Transformer Processing System - The Next Generation Sriram V Sekar Global Head - Data & Product Manager - Foundation Data About the author: Sriram V Sekar has over 11 years of experience in providing business
More informationOUR SOLUTIONS. We Design Solutions to Simplify Insurance
OUR SOLUTIONS We Design Solutions to Simplify Insurance www.insurity.com 866.476.2606 Simplifying the Insurance Experience Our scalable, highly secure and reliable cloud-based solutions provide cost-efficiency,
More informationTrading Services for Institutions and Professionals
Forex, Commodities & CFDs Trading Services for Institutions and Professionals One Provider For All Your Requirements: TECHNOLOGY LIQUIDITY SUPPORT EXECUTION www.icmcapital.co.uk Table of Contents 1. Introduction
More informationWhite Paper. Structured Products Using EDM To Manage Risk. Executive Summary
Structured Products Using EDM To Manage Risk Executive Summary The marketplace for financial products has become increasingly complex and fast-moving, due to increased globalization and intense competition
More informationIndex Management. Collating and providing official data on global indices in a single feed
Index Management Collating and providing official data on global indices in a single feed Our SOLA platform is a comprehensive managed service, delivering high quality, timely and accurate, global, multi-asset
More informationFINCAD s Flexible Valuation Adjustment Solution
FINCAD s Flexible Valuation Adjustment Solution Counterparty credit risk measurement and valuation adjustment (CVA, DVA, FVA) computation are business-critical issues for a wide number of financial institutions.
More informationThe tables on the following pages summarise both new and continuing commitments. Page 1 of 18
This document summarises the commitments to further strengthen the operational infrastructure for OTC derivatives being made by market participants to the Fed as of 31 October 2008. Since their collective
More informationCustomers have the flexibility to manage our solutions in-house or to outsource portfolio management functions partially or entirely to us.
Loans solutions Markit delivers an integrated and scalable suite of solutions that deliver increased transparency and efficiency to loan market participants and support the front, middle and back office.
More informationSWIFT for SECURITIES. How the world s post-trade experts can help you improve efficiency, and prepare for tomorrow
SWIFT for SECURITIES How the world s post-trade experts can help you improve efficiency, and prepare for tomorrow 2 1 2 3 4 Your global automation partner A complex and changing landscape Solutions across
More informationAsset Servicing, Fund Management and Investors Awards 2015
Asset Servicing, Fund Management and Investors Awards 2015 RULE BOOK The Asset Triple A Asset Servicing, Fund Management and Investor Awards 2015 Introduction The Asset Triple A Asset Servicing, Fund Management
More informationThomson Reuters Eikon for Corporate Treasury
Thomson Reuters Eikon for Corporate Treasury Thomson Reuters Eikon for Corporate Treasury 3 Thomson Reuters Eikon for Corporate Treasury A dynamic geopolitical environment and a tightening of financial
More informationNo Creditor Worse Off : Resolution Mechanisms Update
riskupdate GLOBAL The quarterly independent risk review for banks and financial institutions worldwide may 2013 No Creditor Worse Off : Resolution Mechanisms Update Also in this issue n Black Swans Mean
More informationCME Group Overview. Rick Redding, Managing Director, Products & Services
2009 Citi Financial Services Conference CME Group Overview Rick Redding, Managing Director, Products & Services January 27, 2008 Forward-Looking Statements Statements in these materials that are not historical
More informationEuropean Fund Services. Delivered Globally WORLDWIDE SECURITIES SERVICES
European Fund Services Delivered Globally WORLDWIDE SECURITIES SERVICES An established brand Overview Securities Services is a global leader in financial services, offering solutions to clients in more
More informationMarkit delivers a broad suite of independent, fixed income indices, as well as solutions to support the development of custom indices.
Indices Markit delivers a broad suite of independent, fixed income indices, as well as solutions to support the development of custom indices. Index creation is led by a team of experienced product and
More informationSecurities Briefing: Presenting Insight from Across the Market
Securities Briefing: 2nd November 2016 London Contributions from: Foreword Laura Craft Director, Securities Asset Strategy London s Securities community, and the EMEA markets in general, have experienced
More informationRisk Management Consultants. Redefining the Target Operating Model for Non-cleared Derivatives: A Business Imperative
Redefining the Target Operating Model for Non-cleared Derivatives: A Business Imperative July 2015 Table of Contents Non-cleared OTC Derivatives Market Changes are Increasingly Real... 3 Financial Markets
More informationXENTIS for the Insurance Sector Asset and Risk Management
XENTIS WHITE PAPER XENTIS for the Insurance Sector Asset and Risk Management XENTIS LEADING INVESTMENT MANAGEMENT SYSTEM 2 XENTIS WHITE PAPER CONTENT 3 Flexible Parameter Definition 4 Portfolio Structure
More informationInvestor Presentation
Investor Presentation September 2016 2016 Actua Corporation / All Rights Reserved / 1 Forward-Looking Statements The statements contained in this presentation that are not historical facts are forward-looking
More informationExperience the power of FENICS Professional TM
Experience the power of Professional TM The platform that set the standard in FX options is setting a new one. The entire FX options lifecycle. All on one platform. For the past 23 years, we ve been listening
More informationConsultation Paper: Feasibility study on approaches to aggregate OTC derivatives data
4th floor, Ropemaker Place 25 Ropemaker Street London EC2Y 9LY United Kingdom +44 20 7260 2000 Phone +44 20 7260 2001 Fax www.markit.com February 28, 2014 Secretariat to the Financial Stability Board Bank
More informationThe value of a stand-alone rating engine
WHITE PAPER The value of a stand-alone rating engine As more carriers move from legacy policy administration systems (PAS) to newer technologies, critical choices must be made: Do they choose an all-in-one
More informationSenior Credit Officer Opinion Survey on Dealer Financing Terms September 2016
Page 1 of 93 Senior Credit Officer Opinion Survey on Dealer Financing Terms September 2016 Print Summary Results of the September 2016 Survey Summary The September 2016 Senior Credit Officer Opinion Survey
More informationCombining Financial Management and Collections to Increase Revenue and Efficiency
Experience the commitment SOLUTION BRIEF FOR CGI ADVANTAGE ERP CLIENTS Combining Financial Management and Collections to Increase Revenue and Efficiency CGI Advantage ERP clients have a unique opportunity
More informationf u n d s e r v i c e s
f u n d s e r v i c e s Contents Page About us 6 security and Privacy of funds 8 custodial services 12 Global custodial services (Gcs) 15 AML and KYc services 18 international Payments 20 international
More informationPrivate Client Solutions
Private Client Solutions At a Glance Investment Products: Not FDIC Insured No Bank Guarantee May Lose Value For Institutional Investors and Financial Advisors Only TABLE OF CONTENTS At Your Service...
More informationSUNDAY, NOVEMBER 5 MONDAY, NOVEMBER 6
SUNDAY, NOVEMBER 5 12:00 pm Registration & Information Desk (12:00 pm 7:00 pm) 12:30 pm Pre-Conference Activities (Golf; Everglades) 2:00 pm Pre-Conference Activity (Boca Brews & Burgers Tour) 7:00 pm
More informationEuropean Market Infrastructure Regulation (EMIR) - Impact on Market Participant s Business Operations & Technology Landscape
European Market Infrastructure Regulation (EMIR) - Impact on Market Participant s Business Operations & Technology Landscape Over-the-Counter (OTC) derivatives constitute 95% of the derivatives market
More informationAsia Pacific Indices 1
Asia Pacific Indices 1 As a global index provider, IHS Markit s award winning indices cover a wide range of asset classes and instruments, from fixed income to credit derivatives to equities. The world
More informationFINANCIAL MARKETS. Products. Providing a comprehensive view of the global ETP market to support the needs of all participants
FINANCIAL MARKETS Exchange Traded Products Providing a comprehensive view of the global ETP market to support the needs of all participants IHS Markit delivers the most advanced and comprehensive view
More informationAdvent Direct. Harnessing the power of technology for data management. Tackling the global challenges of fund regulations
October 2013 Advent Direct Harnessing the power of technology for data management Tackling the global challenges of fund regulations Integrated framework for data processing One-stop workflow solution
More informationInvestor Presentation
Deutsche Börse Group 1 Investor Presentation December 2018 Deutsche Börse Group 2 Deutsche Börse equity story Leading European capital markets infrastructure provider with global growth ambitions Nine
More informationDeutsche Börse Creates Leading Index and Portfolio / Risk Analytics Business Analyst and Investor Conference Call
Deutsche Börse Group 1 Deutsche Börse Creates Leading Index and Portfolio / Risk Analytics Business Deutsche Börse Group 2 Transaction summary Deutsche Börse is acquiring Axioma for $850 million cash/debt
More informationThe Innovation Opportunity in Commercial Real Estate:
The Innovation Opportunity in Commercial Real Estate: A Shift in PropTech Adoption and Investment 1 ALTUS GROUP CRE INNOVATION REPORT The Innovation Opportunity in Commercial Real Estate: A Shift in PropTech
More informationUnderstanding Risks in a Global Multi-Asset Class Portfolio
Understanding Risks in a Global Multi-Asset Class Portfolio SPONSORED BY INSIDE INTRODUCTION Introduction Understanding Risks in a Global Multi-Asset Class Portfolio...3 Chapter 1 Gathering Key Data from
More informationOptimism for new investment strategies. proven value. Alternatives. The Alpha Game. Hedge Funds Step Up Operations to Capture New Growth
Optimism for 2020 new investment strategies proven value Alternatives The Alpha Game Hedge Funds Step Up Operations to Capture New Growth 63 % expect institutional investors will increase their exposure
More informationMiFID II Solutions. IHS Markit s comprehensive set of solutions to meet MiFID II requirements
MiFID II Solutions IHS Markit s comprehensive set of solutions to meet MiFID II requirements The why. A wide-ranging piece of legislation, MiFID II aims to create fairer, safer and more efficient markets
More informationMARS COLLATERAL MANAGEMENT. A Bloomberg Professional Service Offering MAKE THE RIGHT CALL
MARS COLLATERAL MANAGEMENT A Bloomberg Professional Service Offering MAKE THE RIGHT CALL CONTENTS 02 MANAGE COLLATERAL, MINIMIZE COMPLEXITY 03 NAVIGATE A CHANGING INDUSTRY 04 ACCESS POWERFUL FUNCTIONALITY
More informationOptimisation of the trade management cycle in the investment industry
Market buzz Optimisation of the trade management cycle in the investment industry Jordy Miggelbrink Senior Consultant Advisory & Consulting Deloitte The world of the investment management industry is in
More informationALLFINANZ Digital New Business & Underwriting
Digital New Business & Underwriting Transform underwriting into a sales enabler and profit driver Life Group Health Disability www.munichre.com/automation-solutions Digital New Business and Underwriting
More informationThe Institutional Trader Programme
The Institutional Trader Programme The Institutional Trader Programme Knightsbridge Trading Academy in association with London Stock Exchange Group Academy is proud to present an elite accredited learning
More information::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::
:::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::: MARS A Bloomberg Professional Service Offering LEAVE NOTHING TO CHANCE. CONTENTS
More informationSEI Investments Company. Investor Presentation June 30, 2015
SEI s Company Investor Presentation June 30, 2015 1 SEI SEI is a leading global provider of asset management, investment processing, and investment operations solutions. We help professional wealth managers,
More informationAllianceBernstein: Tradition and Change Citigroup Financial Services Conference
March 10, 2011 AllianceBernstein: Tradition and Change Citigroup Financial Services Conference David A. Steyn Chief Operating Officer Cautions Regarding Forward-Looking Statements Certain statements provided
More informationTHE GLOBAL IT INTEGRATOR FOR TRADING
THE GLOBAL IT INTEGRATOR FOR TRADING EQUIPPED TO MEET YOUR FUTURE TRADING CHALLENGES WE GRASP HOW TRADING IS CHANGING Our deep understanding of the trading landscape and its regulation ensures you can
More informationHartford Investment Management Company
Xenomorph Case Study Hartford Investment Management Company Many other firms still believe that having the best-of-breed analytics solves their risk management problems unfortunately this is only part
More informationSuperior Performance Comes from the Ability to be in Sync with Major Price Trends.
Superior Performance Comes from the Ability to be in Sync with Major Price Trends www.trendrating.com Trendrating History Our CEO, Rocco Pellegrinelli began his career as a portfolio manager. He has been
More informationExpected shortfall s redeeming impact
Misys FusionRisk Market commentary Expected shortfall s redeeming impact Despite continuing to insist that the move from VaR to Expected Shortfall is wrongheaded and potentially dangerous, David Rowe argues
More informationGuidewire ClaimCenter. Adapt and succeed
Guidewire ClaimCenter Adapt and succeed Today s Challenge It s a fact that claims handling accounts for your highest cost. It also presents your greatest opportunity for satisfying customers and securing
More informationSmart Technology with the Power of Experience.
Smart Technology with the Power of Experience. 1 Quintillion, part of U.S. Bancorp Fund Services, is a fund administrator based in Dublin s IFSC. Experienced accounting and investor services professionals,
More informationPortrait Portfolio Funds
Investment Solutions Standard Life Mutual Funds Portrait Portfolio Funds A solution in their image For advisor use only. This document is not intended for public distribution. Expertise of a truly global
More informationThe Financial Platform Built for now DESKTOP WEB MOBILE
The Financial Platform Built for now DESKTOP WEB MOBILE Research Analysts, Economists, Strategists see what Eikon can do for you The Challenge In today s investment environment, the challenge is how to
More informationInvestment Services Brian Shea Chief Executive Officer
Investment Services Brian Shea Chief Executive Officer We are the world s largest investment servicer, connected to the world s largest investments company. 54 Improving client solutions, enhancing operating
More informationSOLUTIONS FOR MEETING DOL FIDUCIARY RULE REQUIREMENTS
SOLUTIONS FOR MEETING DOL FIDUCIARY RULE REQUIREMENTS OVERVIEW As of June 9, 2017, the U.S. Department of Labor's new regulations that change the 40-plus-year-old definition of investment advice are operational.
More informationXSG. Economic Scenario Generator. Risk-neutral and real-world Monte Carlo modelling solutions for insurers
XSG Economic Scenario Generator Risk-neutral and real-world Monte Carlo modelling solutions for insurers 2 Introduction to XSG What is XSG? XSG is Deloitte s economic scenario generation software solution,
More informationSmarter, Faster Product Innovation. Strategic Imperatives for Property & Casualty Insurers
Smarter, Faster Product Innovation Strategic Imperatives for Property & Casualty Insurers Insurers no longer have the luxury of long lead times and slow, cautious product rollouts. The insurance industry
More informationCollateral Management
Collateral Management MANAGE AND UNDERSTAND COLLATERAL MANAGEMENT ISSUES TO ANTICIPATE BUSINESS AND REGULATORY EVOLUTIONS STRATEGY & MANAGEMENT CONSULTING PARIS LONDON LUXEMBOURG ASIA 22 novembre 2016
More informationA Blueprint for the Optimal Future State of Collateral Processing
October 2017 A Blueprint for the Optimal Future State of Collateral Processing The ISDA Optimal Future State Collateral Blueprint is a working document that represents the industry s collective vision
More informationAviva Investors response to CESR s Technical Advice to the European Commission in the context of the MiFID Review: Non-equity markets transparency
Aviva Investors response to CESR s Technical Advice to the European Commission in the context of the MiFID Review: Non-equity markets transparency Aviva plc is the world s fifth-largest 1 insurance group,
More informationIntercontinentalExchange. William Blair & Company 28 th Annual Growth Stock Conference June 2008
IntercontinentalExchange William Blair & Company 28 th Annual Growth Stock Conference Forward-Looking Statements Forward-Looking Statements This presentation may contain forward-looking statements made
More informationMacquarie Securities Group Stevan Vrcelj Group Head
18 Macquarie Securities Group Stevan Vrcelj Group Head Macquarie Group Limited Operational Briefing 7 February 2012 Presentation to Investors and Analysts 19 Macquarie Securities Group 1. Current challenges
More informationWHITE PAPER ASSET MANAGEMENT MAKE OR BREAK FOR BOUTIQUES: TACKLING COMPLIANCE WITH TECHNOLOGY
WHITE PAPER ASSET MANAGEMENT MAKE OR BREAK FOR BOUTIQUES: TACKLING COMPLIANCE WITH TECHNOLOGY Contents 2 Introduction entrepreneurialism under pressure 3 Compliance challenges for today s boutiques 4 Help
More informationOFFICE SOLUTION SUITE
>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>> BLOOMBERG FOR FAMILY OFFICES A Bloomberg Professional Service Offering FAMILY OFFICE SOLUTION SUITE CONTENTS 03 NETWORK 03 MARKET INSIGHT
More informationAnalyst and Investor Conference Call Q4 and FY February 2012
Analyst and Investor Conference Call Q4 and FY 14 February 2012 Excellent Financial Performance In Sales revenue ( m) Total costs ( m) 1 Net income ( m) 1 2,106 +6% 2,233 1,147-1% 1,134 722 +15% 833 Proposed
More informationRunning Your Business for Growth
Accenture Insurance Running Your Business for Growth Could Your Operating Model Be Standing in the Way? 1 95 percent of senior executives are not certain their companies have the right operating model
More informationWEALTH MANAGEMENT PLATFORM
My Advice Architect is an Advice Architect Ecosystem solution. AN END-TO-END WEALTH MANAGEMENT PLATFORM DEMONSTRATING THE VALUE OF YOUR ADVICE HAS NEVER BEEN EASIER While every client is different, all
More informationGetting fit for clearing
www.pwc.co.uk/consulting Getting fit for clearing Pursuing the OTC central clearing market Only those who will risk going too far can possibly find out how far one can go. T.S. Eliot Diamond Advisory Services
More information2019 Annual Meeting of Stockholders
2019 Annual Meeting of Stockholders April 9, 2019 1 2019 Annual Meeting of Stockholders BNY Mellon Investment Services Investment Management $12.3B Revenue $4.1B Revenue Diversified global asset manager
More informationBerenberg / Goldman Sachs German Corporate Conference. 21 September 2015, Munich
Berenberg / Goldman Sachs German Corporate Conference 21 September 2015, Munich Deutsche Börse Group 1 Strong Position In Each Reporting Segment With Increasing Focus On Cross-Divisional Themes Eurex Clearstream
More informationStraight-Through Processing: What Does This Mean to Treasury?
Straight-Through Processing: What Does This Mean to Treasury? Mike Gallanis Treasury Strategies Inc. Partner Al Briand The Bank of New York Mellon Head of Product Management Treasury Services Division
More informationUsing AI and Factor Testing to Find Multiple Sources of Alpha
Thomson Reuters Case Study Using AI and Factor Testing to Find Multiple Sources of Alpha Evovest founder, Carl Dussault. In 2017, Evovest founder Carl Dussault launched a fund that offers streamlined investment
More informationConsultation response from
CESR Consultation Paper on: Transaction Reporting on OTC Derivatives and Extension of the Scope of Transaction Reporting Obligations Consultation response from The Depository Trust & Clearing Corporation
More informationsecurities markets how far can automation go? PAGE 14
Dialogue THE VOICE OF THE SWIFT COMMUNITY Q2 2008 securities markets how far can automation go? PAGE 14 alternative investments Taking the squeeze off derivatives PAGE 26 developing economies do markets
More informationa complete turnkey solution for Advisors that provides trading, clearing, and reporting capability for advisors of all sizes
a complete turnkey solution for Advisors that provides trading, clearing, and reporting capability for advisors of all sizes Interactive Broker (UK) Limited Webinar: Professional Advisors Presenter Gerald
More informationTrade Repository Regulation and Framework
Trade Repository Regulation and Framework Introduction As current regulatory discussions focus on central clearing and trade repositories, this white paper will focus on the possible approach and set up
More informationNavigating the Future Collateral Roadmap By Mark Jennis
Navigating the Future Collateral Roadmap By Mark Jennis Policymakers around the world have enacted new rules and legislation, such as the Dodd-Frank Act (DFA) in the United States, European Market Infrastructure
More informationEmpowering the customer journey in retail banking
Empowering the customer journey in retail banking Introducing: Rob Parker Australia and New Zealand Banking Group (ANZ) Stephanie Leroy Experian Name: Stephanie Leroy Role: Director Originations products
More informationPoint De Vue: Operational challenges faced by asset managers to price OTC derivatives Laurent Thuilier, SGSS. Avec le soutien de
Point De Vue: Operational challenges faced by asset managers to price OTC derivatives 2012 01 Laurent Thuilier, SGSS Avec le soutien de JJ Mois Année Operational challenges faced by asset managers to price
More informationReal-Time, Comprehensive Risk Management, Analysis and Control. FTEN processes up to 1/3 of the daily US equities volume through its risk system >>
FTEN RiskXposure For traders, clearing firms and broker-dealers to profitably manage their trading operations and meet regulatory requirements, effective trading risk management is critical. The technological
More informationGUIDEWIRE QE&A APPROACH PAPER. Get Quality Right, The First Time. Cognizant Center of Excellence for Guidewire Quality Assurance
GUIDEWIRE QE&A APPROACH PAPER Get Quality Right, The First Time Cognizant Center of Excellence for Guidewire Quality Assurance June 2018 Focus is on the customer, the business and the user experience not
More informationManaging operational tax risk through technology
Managing operational tax risk through technology EY Africa Tax Conference September 2014 Panel Daryl Blakeway Director Tax Performance Advisory Leader EY South Africa Anthony Davis Director Tax Performance
More information