A Separately Managed Account (SMA) is a private financial portfolio that is managed by registered financial advisor or through a brokerage for the benefit of the individual investor. This investment portfolio can include stocks, bonds, cash or any other form of traded securities. In comparison, mutual funds involve hundreds of investors often via multiple groups.
Back-Office
Reconciliation Vendors Say Cheeeeese
This week, FTF held its 7th Annual Reconciliations & Exception Management Conference in New York City. The event was a great success with over 100 attendees and 10 sponsors. Take a look through some of the great companies that participated: Thanks again to our sponsors, speakers and delegates. We look forward to seeing everyone next
Guest Blog
Capital Markets and Expensive Errors
Guest Contributor: Joseph DiNardo, Senior Product Manager, Bonaire Software Many capital markets firms have been asking themselves the following: “How confident is my expense management team in the accuracy and validation of trade expense costs when paying vendor invoices?” – or – “Have we compared trade execution fees across vendors for optimal pricing?” These questions stem
Compliance
Can Cube or OLAP Technology Prove to be the New Disruptive Force in Risk Management Solutions?
Guest Contributor: By David Priestly, CEO of OpenLink’s CubeIntelligence Division Every so often, markets become dominated by so called “disruptive technology” solutions that offer a genuine order of magnitude improvement in functionality, speed, flexibility and cost. Cubes or OLAP (online analytical processing), which are the cornerstone of all good business intelligence platforms, are threatening traditional
Conference and Event Planning
Operation Backpack 2012 Sets Record!
Thanks to everyone for their support and participation in Volunteers of America’s Operation Backpack initiative this year. With the help and generosity of FTF staff members and peers, FTF collected backpacks overflowing with school supplies for homeless children in NYC. These backpacks were pooled with other donated backpacks from companies and individuals throughout the boroughs to
Financial Technologies Forum (FTF)
Team USA!!!
We are now in day 14 of the 2012 Summer Olympics and fans are on the edge of their seats as China and the United States play a game of tug a war for the most medals! Team USA takes the lead with 90 medals while China has 80! One thing is for sure, this
Fun Friday
Fun Friday Food Review- Shake Shack
We here at FTF wanted to bring back our Fun Friday Food Review blogs! So for all you foodies out there in the NYC area, there’s a new burger joint in town that is definitely worth a visit! Yesterday, in honor of our very own Sarah Hathaway’s birthday, the FTF team went on an adventure
Uncategorized
Finger on the Pulse
FTF News recently polled our readers and asked them how they think JPMorgan’s credit derivative losses will impact the industry Here’s what our readers said: Spur support for the Volcker Rule– 58.33% Give greater credence to the LEI push – 11.11% Cause the break-up of the big banks – 2.78% All of the above– 13.89%
Guest Blog
Your Monte-Carlo Simulations Are Making Me Sweat
Guest Blogger: Steph Johnson, Head of North America – Aspectus PR What better timing than the first 90 degree day of summer to discuss the latest round of heat-related data center drama? As new prop shops with exabyte data crunching requirements spring forth in response to upcoming Volcker Rule legislation and financial firms continue to
Financial Technologies Forum (FTF)
LAST CHANCE TO REGISTER!! FREE WEBINAR!
Data Webinar Tomorrow, June 5th. Register now at no cost! http://conta.cc/Lh3kvp
