As financial services firms work to create efficiencies in the performance measurement and client reporting teams, there are some fundamental questions that need to be addressed from an information technology (IT) management perspective. These questions also apply to all IT systems that support other facets of securities operations. Firms need to be sure to include
KYC
How the Unique Transaction Identifier Solves Post-Trade Challenges
Securities settlement fails are costing the industry billions in operational overheads and fees today. This is only intensifying under the Central Securities Depositories Regulation (CSDR) Settlement Discipline Regime in Europe and shortening settlement cycles. With the deadline for T+1 settlement implementation coming up on May 28, 2024, in the U.S., solving post-trade frictions that get
Collateral Management
How Training Can ELEVATE Your Collateral Management Career
(Editor’s Note: In this guest post for the FTF Bull Run, Chetan Joshi, Founder and COO of Margin Reform talks about the importance of training, and in particular when it comes to Collateral Management. FTF recently entered a partnership with Margin Reform to offer online and in-person training courses to help foster careers in collateral management.)
KYC
Turning Margining Challenges into Solutions
(Editor’s Note: In this guest post for the Bull Run, Varqa Abyaneh, chief product officer from Quantile Technologies Ltd. focuses on industry participants grappling with the costs of funding multiple margin requirements globally.) Designed to improve the safety and stability of markets, regulation inevitably increases the cost of trading. Participants are still expected to deliver
Financial Technologies Forum (FTF)
FTF is Hiring! We Have an Immediate Opening for a Conference Producer & Manager
Does this sound like you? Critical Thinker. Resourceful. Self-Generating. Entrepreneurial. Strong Communication Skills. Hungry to Learn. Collaborative. Creative. A Team Player. Proactive. Problem Solver. And, likes to binge watch a Netflix series every now and again?! Well, then we want YOU! Financial Technologies Forum, LLC (FTF) seeks an ambitious and professional individual to fill an
Financial Technologies Forum (FTF)
FTF is Hiring! We Have an Immediate Opening for a Conference and Marketing Intern
Financial Technologies Forum (FTF), a media company to Wall Street, is looking to fill an immediate position for a conference and marketing intern in our NYC office. The internship consists of conference prep, speaker outreach, and other marketing tasks leading up to our 2019 events. This is an excellent opportunity for a recent grad or
Automation
Don’t Think like a Human When Designing RPA Systems
Robotic process automation (RPA) is undoubtedly the hottest topic in discussions about the architecture and functionality of modern financial back-office support systems, including post-trade operations. What started as efforts to improve productivity of various, isolated labor-intensive data processing operations has quickly become an integral component of digital transformation strategies for financial institutions around the world.
Regulation
Future Boys, Future Girls & Fortune Tellers
The future is now. Or, at least for those willing to join me to get a great glimpse of the future of finance and more, we are going there on a fantastic financial voyage. “Future Boys, Future Girls & Fortune Tellers” is where we start, but looking at the lessons of the past will guide us to
Automation
Time to Automate Performance Reporting for Clients & Prospects
I am looking forward to my participation in the Performance Measurement Americas (PMA) 2018 panel discussion entitled “Time for Full Automation,” which will take place Friday, March 9, at 12:05 p.m. at The Westin New York at Times Square, 270 W 43rd St., New York, NY 10036. Putting automation around the calculation of investment performance
Compliance
Ready, Set, Go – Benchmark Regulation Has Arrived!
I am looking forward to my participation in the Performance Measurement Americas (PMA) 2018 panel discussion entitled “Get Ready for the EU’s Benchmarks Regulation,” which will take place March 9 at 1:50 p.m. in New York. With a certain degree of Irish humor, I’ve described this new regulation to colleagues in my firm as a “forgotten child.”
