Investment Guideline Management

 

Find out how client and investor expectations are changing – and examine the impact on asset management investment operations 

 

• Analysing new trends in IMAs and client agreements 

• Impact of global mandates and multi-jurisdictional business models

• Creating ‘effective’ contracts 

• Standardising investment schedules 

• Structuring standardised and generic contracts around models 

• Legal precedents affecting contracts

• Why litigation occurs and how to avoid it

 

Drill down on the more complex areas of investment guideline management

 

• OTC derivatives – the challenge of deriving clear benefits 

• Triggers and performance fees

• CESR’s guidelines 

• Calculation of global exposure and counterparty risk for UCITS

• Leverage calculation and disclosure

• EMIR and the move to central clearing of OTC derivatives

• UCITS VI

 

on risk measurement 

 

Focus on data: implementing emerging industry standards and guidelines 

• Data governance for buy-side firms 

• How well are providers responding to the need for clean data

• Data quality and risk management  

• Industry initiatives – EDM  

• Data scrubbing through the system

• Ensuring and facilitating connectivity

 

Satisfying more stringent internal risk management requirements

 

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