How huge is the difference between the US investment market and its counterparty formed by the major economies in Europe? Huge indeed, either when looking at the investors’ mindset, the infrastructure that houses it, or the investment alternatives.Read more >>
As a rule of thumb, derivatives are associated with high risk, complexity and operational pitfalls. These are legitimate arguments, however a more detailed analysis of the idiosyncrasies of each type of derivative and, more deeply, of each strategy, provides us with a less gloomy and more pragmatic view of these instruments.Read more >>
The premise of reconciliation is simple. Check one thing against the other; when they match, you are done! Anyone familiar with reconciling position quantities in the firm’s accounting system to custodian records understands the process, and that’s part of the problem. Upon completing basic reconciliations of positions, many advisors feel they have done enough to generate accurate client reports. Our experience tells us that they are in for a rude awakening.Read more >>
Accusource and Pivolt are pleased to announce the availability of a new portfolio accounting solution named Pivolt Portfolio which will be administered by Accusource. Pivolt Portfolio’s approach to portfolio accounting advocates open and connected systems throughout the enterprise.Read more >>
As with any disruptive technology or process on the horizon, robo-advisors are not immune to a hail of fervent criticism. At the same time, virtues are amplified on a large scale, causing frisson even on professionals used to the state of the art in technology.Read more >>
There is no doubt about the importance of technology in the world of finance. In some cases, the lack of automated controls makes it impossible to implement the operation, such as the setting up of strategies with options, in particular those that every investor should at least know: covered calls and the sale of puts.Read more >>
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