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CFA Guide Helps Advance Crypto Asset Valuation

November 30, 2023 by Eugene Grygo

CFA Guide Helps Advance Crypto Asset Valuation

An association for investment professionals, the CFA Institute, says that it is doing its part to foster a framework for crypto asset valuation by issuing a guide intended to help financial services firms working with smart contract platforms, decentralized applications, and bitcoin. The guide, “Valuation of Cryptoassets: A Guide for Investment Professionals,” was developed by… Read More >>

Filed Under: Securities Operations, Affirmation, Allocation & Confirmation, Back Office, Buy-Side, Data Management, Operational Risk, Digital Transformation, FinTech Trends, Back-Office, Blockchain/DLT, Integration, GIPS News, Performance Analytics, Performance Attribution, Performance Measurement, Portfolio Management, Industry News Tagged With: automation, back office, CFA, CFA Institute, crypto-assets, cryptocurrencies, cryptocurrency trading, operational risk, pricing valuation, quantitative evaluation, Securities Operations

Ready for CCAR & Stress Test Season?

February 8, 2018 by Eugene Grygo

Ready for CCAR & Stress Test Season?

Just in case you forgot, we are entering Comprehensive Capital Analysis and Review (CCAR) and Dodd-Frank Act stress test season. Earlier this month, the Federal Reserve Board released scenarios for the 2018 CCAR and Dodd-Frank Act stress test exercises and has published instructions for firms that face CCAR compliance. In particular, the CCAR process covers… Read More >>

Filed Under: Securities Operations, Data Management, Middle-Office, Risk Management, General Interest, Governance, Standards, Opinion, Minding the Gap, Regulation & Compliance, Regulatory Compliance, Regulatory Reporting, Industry News Tagged With: Comprehensive Capital Analysis and Review (CCAR), Eugene Grygo, Minding the Gap, qualitative evaluation, quantitative evaluation, The Dodd Frank Act

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