Buggy Whips, Kodak Film and Typesetting
When I first started out in the investment management industry many years ago, I became intimately familiar with the various FedEx drop boxes… typesetting
UK Authorities Grant Much Needed Extension for AIFMD Authorisation Filing
The FCA’s decision to change the filing deadline is a direct result of concerns raised by stakeholders in the industry to … AIFMD
The Regulatory Change Sneaking Up on Investment Advisers
No, I am not talking about the second round of Money Market Reform and the accompanying changes to Form N-MFP. I am talking about … regulatory change
StatPro Revolution Update – December 2013
The December release of StatPro Revolution includes the second part of the advanced portfolio sharing and user management roll out.
The psychology of sharing – Infographic
Sharing online has become a part of our everyday lives and it’s increasingly becoming important to businesses. Our infographic ‘The Psychology of Sharing’ shows how we can all be characterized as part
Sharing relevant information for the right reasons – a compliance view
Dallas McGillivray, Group MD, FMConsult discusses how controlled sharing is needed in the investment community but only if it is the right information, shared for the right reasons.
Five Steps to Stress Free Year End After-Tax Returns
…my five steps for a quick and less painful after-tax returns season. You just might have more time for the craziness noted above–or for those who… stress free
AIFMD Forces Asset Managers to Focus on Their “True Intentions”
As I travel through Europe meeting with asset managers, it is apparent that many are unprepared to face the challenges that AIFMD will impose across the financial services industry.
The Business Value of Corporate Values
In practice, each member of the Confluence team is tasked with thinking about how to make the rest of the organization succeed… corporate values
Share this…not that
Katie Ohnemus, on StatPro Revolution’s sharing capabilities and their impact for global organizations.
Stop, collaborate and listen…sharing performance data in a controlled way
Neil Smyth, Marketing and Technology Director discusses how he’s sharing applications in a controlled environment at StatPro and how the cloud can enable rapid deployment of valuable information acros
StatPro Revolution Update – October 2013
The October release of StatPro Revolution includes part of the advanced portfolio sharing and user management roll out.