The Fund Oversight solution is part of Milestone's pControl platform that automates a number of fund processing activities for asset managers. OppenheimerFunds, which has about $232 billion under management, started using the pControl platform for NAV oversight in the middle of 2014 in order to validate net asset value calculations provided by their service providers.
Robert Caporale, managing director and head of North America at Milestone Group, says it's important to keep i
James talks about his trip to Chicago and some of the interesting topics that came up (including a look at disaster recovery demands). Then Anthony and James touch on ISDA's initial margin rules, with Phase 3 going live next year.Subscribe to Weekly Wrap emails