Category

Consulting

Moving to Geneva? Here’s a Guide to Help You Plan Ahead

By | Blog, Consulting | No Comments
Asset managers’ need for a robust and reliable portfolio accounting system has increased substantially over the years to help meet investor and regulator demands for more comprehensive reporting. As the backbone of the middle and back office, these systems must be able to perform key functions such as record trades from the OMS, load prices daily and monthly, and feed the reconciliation system or data warehouse with final accounting data.

Read More

Mitigating Operational Risk in CLOs with Automation

Mitigating Operational Risk in CLOs with Automation

By | Blog, Consulting, IVP NAVigate | No Comments

CLO managers are responsible for extensive due diligence on investment-related functions, such as credit strategy and performance measurement, as well as non-investment functions in the middle and back-office where demands are especially challenging. However, with the implementation of automation technology, these activities can be less burdensome by helping to reduce manual work, improve control and mitigate operational risk. Let’s explore how.

Read More