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Von Rahden to Head Up SmartStream's Frankfurt Operation

London-based SmartStream Technologies has appointed Marcus von Rahden to manage the increased demand in Germany for the vendor’s back-office processing...

Sell-Side Technology | News | Accounting | 18 Mar 2014


CPPIB's Jay Vyas: Keep the 'I' in IBOR

When developing an investment book of record (IBOR), it's important that traders and portfolio managers retain ownership of the data and that the IBOR remains an investment function, and not a function of compliance or reporting, according to Jay Vyas,...

Buy-Side Technology | Analysis | Portfolio Management | 04 Feb 2014


Data Lineage, Credit Management Lead iLevel 6.5 Enhancements

The platform provider to private investors has updated its flagship private capital data platform to reflect the range of new clients' needs as well as their investors' greater data demands.

Buy-Side Technology | News | Portfolio Management | 16 Dec 2013


Maxim Implements SunGard Amid Growing Broker Trend

Maxim Group, an 11-year-old specialist brokerage, has added to its arsenal of SunGard products by implementing the provider's VPM portfolio accounting solution. The move is a result of of heightened transparency demands, but also a sign of Maxim filling...

Sell-Side Technology | Analysis | Accounting | 30 Oct 2013


IBOR: Where OMS, Portfolio Analytics, and Fund Accounting Intersect

Buy-Side Technology’s North American Summit last week hosted an inventor. Andrew Meisel, while at Barclays Global Investors, created and coined the term “investment book of record,” or IBOR. The concept has picked up considerable traction in the...

Buy-Side Technology | Analysis | Accounting | 18 Oct 2013


BST North American Summit 2013: Talking IBOR with SimCorp's David Kubersky

Waters chats with SimCorp managing director David Kubersky about the relative merits of the Investment Book of Record (IBOR) concept sweeping the buy side.

Buy-Side Technology | Interview | Risk Management | 15 Oct 2013 | video


IBOR Enters the Spotlight

As asset managers look to gain a better understanding of their portfolio positions, they are figuring out how best to employ an investment book of record (IBOR) strategy.

Buy-Side Technology | Opinion | Accounting | 04 Oct 2013


SunGard Upgrades Asset Arena InvestOne for ‘Multiple Books of Record’

SunGard has released the latest version of its Asset Arena InvestOne accounting platform and it now has functionality for Multiple Books of Record, as well as the launch of a new operational management and monitoring solution.

Buy-Side Technology | News | Buy-Side Operations | 31 Jul 2013


KPMG Selects SunGard’s Adaptiv to Help German Clients with CVA

KPMG has selected SunGard’s Adaptiv Analytics to support its German clients with assessments of credit valuation adjustment (CVA), and derivatives exposures for default-risk steering and regulatory capital calculations under Basel III.

Buy-Side Technology | News | Accounting | 28 May 2013


ConvergEx Launches Tax Solution for Brokers

ConvergEx Prime Services, the company's prime brokerage unit, has released Tax Optimizer, which will allow users to better understand their tax liabilities.

Sell-Side Technology | News | Accounting | 16 May 2013

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Tackling Teething Troubles: Examining the Current State of the OTC Derivatives Market

The over-the-counter (OTC) derivatives market is in the midst of a global regulatory restructure. Authorities in Europe, Asia and the US are currently...


A data-centric approach to portfolio management

A fast, flexible and reliable investment decision-making process must be based on access to accurate and consistent information throughout an organization....