Timing of intra-day cash flows
Carl Bacon discusses the six different approaches that portfolio managers might use to determine the time of an intra-day cash flow as well as his preferred method.
StatPro Revolution vs. Bernanke: Analysis of a North American Fixed Income Fund
James discusses the profound change in the fixed income sector now that the Fed’s Quantitative easing program is over.
Using Agile Methods to Increase New Product Development
The well-known Standish Chaos Survey (The Standish Group) tells us that over two-thirds of IT projects … agile methods
StatPro Revolution Update – August 2013
The August release of StatPro Revolution includes a new liquidity risk dashboard and the UK and US Freedom Indexes for all StatPro Revolution users.
Thinking Mobile First
Responsive design takes that frustration away from the user. Plus, it eliminates the need to develop and maintain different websites… mobile
Can Implementing Agile Product Management Practices REALLY Help You Deliver Good Products Faster?
At Confluence, we also view agile product management as fundamentally different from traditional product management practices, but not mutually exclusive…
Do you know the risk and exposure of your portfolios? – UCITS Infographic
We’ve created an infographic that explains the concept behind UCITS and how StatPro Revolution can help you manage exposure and risk in your UCITS and AIFMD funds.
New Cloud Features Reduce TCO While Improving User Experience
This feature not only makes applications more responsive, but also lowers the total-cost-of-ownership for running a system… user experience
Do you have the right toolset to tackle UCITS IV?
Asset managers are facing increasing levels of regulation such as UCITS IV and AIFMD, and this is putting pressure on operating costs and levels of efficiency. The industry needs to ensure it has the
A Love Hate Relationship with Spreadsheets
This got me thinking about the spreadsheet problem in the investment fund industry, specifically in the realm of expense processing… spreadsheet errors
Risk takers and the tools to monitor them
A look at testosterone and cortisol levels. The link between stress and portfolio management and what to be looking out for.
The importance of being open
Having an open approach to investment portfolio analytics across the security master, benchmarks and classifications.