December 1, 2020 | Rebecca Baldridge |

Category:

Insights

Leveraging Software and Analytics to Manage Outsourced Providers

Although the global financial services industry continues to expand, firms across the industry nonetheless face pressure on profitability. Competition is fierce and margins are thinning. The COVID-19 pandemic has increased this strain, and firms are continuously looking for ways to expand their businesses and strengthen their balance sheets while reducing expenditures. One of the most p

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November 16, 2020 | Rebecca Baldridge |

Category:

Insights

Leverage Post-Trade Processing Software for More Robust Valuations

A timely and accurate valuation is one of the highest priorities for investment managers. Both investors and regulatory authorities such as the Securities & Exchange Commission (SEC) are keenly interested in the way investment firms calculate fund value. Valuation data is used to calculate net asset value (NAV), and errors can lead to misstated returns, incorrect purchase or redemption

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