Accounting

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,…

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…

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.

G2 FinTech Bolsters Cost Basis Reporting Tool

TaxGopher+, G2 FinTech's cost basis reporting (CBR) solution for investment managers, will support fixed-income and options transactions, the final covered securities under the US Internal Revenue Service's 1099-B rules to be introduced beginning in 2014.

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