Forward Features Calendar

Compliance

Mike Stepanovich, ONEaccess

ONEaccess launches research valuation solution for MiFID II compliance

ONEaccess has made enhancements to its platform that will allow asset managers to comply with MiFID II requirements, including regular assessment of research quality, management of research budgets and enforcement of stricter controls around inducements. The ONEaccess platform enables asset

Tom Wheatley, Watson Wheatley

Watson Wheatley adds DTCC reconciliation to offering

Watson Wheatley Financial Systems (WWFS), a provider of securities reconciliation, has added DTCC reconciliation to their offering. The iRecs platform automatically downloads and links daily positions with underlying trade data and reconciles it against internal records.   “Adding the DTCC

Amrish Ganatra, Commcise

Commcise and Westminster launch MiFID II compliant research solution

Commcise and Convergex's Westminster Research Associates are to offer a fully integrated, technology-based solution that allows asset managers to be compliant with the upcoming MiFID II regulations relating to payment for research.  Westminster is a broker-dealer specialising in providing full-service

David J Csiki, INDATA

INDATA launches enhanced platform functionality for MiFID II

INDATA, a provider of software, technology and services for buy-side firms, has made functionality enhancements geared towards the MiFID II implementation date of January 2018. More than 350 changes have been made to the iPM Epic software suite.   Numerous

Lucas Wurfbain, Feedstock

Feedstock platform offers MiFID II research compliance

London-based Feedstock is operating a research platform that offers buy-side fund managers a one-stop-shop to managing their research activities under MiFID II. Feedstock acts as a productivity tool by integrating with a buy-side firm’s email system. By filtering through the

Matthew Kerfoot, Dechert

Financial Stability Board targets fund finance

Dechert’s Matthew Kerfoot (pictured) comments on FSB’s newly issued Policy Recommendations on the use of leverage by investment funds… In marked contrast to the emerging US deregulatory climate, the Financial Stability Board (FSB) has issued Policy Recommendations to regulate the use

Jody Drulard, Dealogic

Dealogic launches Dealogic Connect

Dealogic has combined its buy-side products into a single offering, Dealogic Connect, creating an MiFID II compliant solution that links a network of 250-plus investment firms to 150-plus sell-side partners. Dealogic Connect brings together Dealogic's acquisition of A2 Access' aggregated

Todd Moyer, Confluence

Confluence extends regulatory filing capabilities on Unity NXT

Confluence, a provider of investment data management automation for regulatory, financial and investor reporting and performance calculation and analytics, has extended the regulatory filing capabilities on its Unity NXT Regulatory platform. Launched in May, Unity NXT Regulatory Reporting supports the

Silverfinch John Dowdall

JOHCM appoints Silverfinch to handle pan-European regulations

JO Hambro Capital Management (JOHCM), the international investment boutique, has contracted Silverfinch to address the steep rise in regulatory reporting requirements the firm is facing. Silverfinch, a look-through and data distribution hub for client regulatory reporting, recently launched a quadruple

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