Portfolio management
Spotlight on Arun Sarwal
Arun Sarwal, ex-chief operating officer at Scottish Widows Investment Partnership, was recently named chief executive of DST Global Solutions' investment management solutions division. He will oversee three areas: asset servicing and investment…
Pricing priorities
After the global credit crisis exposed weaknesses in methods investment managers and other financial institutions employ to price and assess the risks in their portfolios, a new Aite Group report predicts firms will double their technology spending on…
Pricing imperfections
Allocating a definitive and transparent price to an asset for which no active market exists is a process mired in complexity and controversy. David Patrikarakos investigates the new generation of valuation models to address the pricing and valuations…
Spotlight on David Merrill
FinAnalytica, a portfolio risk management software developer, has appointed David Merrill as chief executive as part of a new management team; Andrew Huddart has been named chairman and Boryana Racheta-Iotova promoted to president. Merrill discusses…
Editor's Letter - In praise of the 't' word
Transparency is now the buy side's hottest buzzword. Actually, that's been the case for quite some time now. Naturally, every buy-side constituent has its own take on exactly what it means to them and their business, but one thing's for certain: as an…
Addressing the buy side's needs
FINCAD is by no means a newcomer to the buy-side risk management space having been founded almost two decades ago. But rather than resting on its well-documented laurels, the Canadian vendor continues to sign new contracts, while its substantial client…
Asset managers forced to deal with counterparty risk
Traditionally, counterparty risk was always viewed as a sell-side phenomenon, but all that changed with the demise of Lehman Brothers in September last year. Now, counterparty risk has a distinctly buy-side flavour, as Sybase's Sinan Baskan explains
Old dog new tricks
Linedata Services is a name long associated with the buy side through its LongView OMS, various accounting and electronic trading tools, and more recently its 2005 acquisition of Beauchamp Financial Technology. But as Victor Anderson discovers during his…
Home Is Where The Risk Is
Opinion
Finding the Right Building Blocks
In recent years, buy-side firms have been looking increasingly at EDM offerings, but not all have found it an easy task. Buy-side users want flexible and up-to-date data models and platforms implemented on time and on budget. Tine Thoresen asks if the…
Bloomberg unveils new portfolio analytics
Bloomberg has added an analytics tool to its suite of buy-side trading systems that includes POMS (Portfolio Order Manage-ment System) and POMS-AI (Portfolio Order Management System for Alternative Investors).
Doing what it says on the tin
Given the ongoing challenges facing buy-side firms in their attempts to accurately and transparently value hard-to-price securities, it is no surprise that the industry has witnessed the launch of a number of services designed specifically to address…
Complex market conditions driving PM&A uptake
Faced with long-term market volatility, increasingly complex asset types and more exacting investor requirements, traditional asset managers and hedge funds are turning in greater numbers to performance measurement and attribution (PM&A) systems…
Returning to her roots
Clare Flynn Levy is accustomed to the hot seat: she founded Avocet Capital Management aged just 27, then headed-up hedge fund technology provider Beauchamp Financial for the three years prior to its acquisition by Linedata Services, before returning to…
Seeking clarity
ClariFI is a good example of a typical buy-side technology vendor: it is a relatively new, niche player, specialising in a crucial facet of the investment management process; it has found traction among the industry's largest, most celebrated players;…
Spotlight on Anand Pande
Citi veteran Anand Pande has taken the reins as group chief executive at capital markets research and analytics provider Amba Research. He discusses the opportunities and challenges of expanding the firm's buy- and sell-side client base as companies look…
Compliant derivatives
After 85 years at the heart of Wall Street, Bear Stearns is no more. But even before the highest profile and most celebrated casualty of the credit crunch closed its doors, the inevitable questions about who was next in line were already doing the rounds…
Euro wealth management tech market nears $2 billion
Spending by the European wealth management industry will reach $1.7 billion by the close of 2008, growing at a somewhat more modest pace than in recent years as global economic indicators remain volatile. Despite current challenges in financial markets…
Paladyne integrates NumeriX pricing models
New York-based hedge fund technology provider Paladyne Systems has partnered with pricing and risk analytics specialist NumeriX to enable its clients to better price complex securities.
Positioned in the buy side's sweet spot
It's unlikely that when Quantifi's founders established the firm some six years ago, they would have foreseen the extent to which the buy side would turn to credit as a source of alpha. However, recent events have revealed credit's more perilous side…