Solutions
Imagineer Technology Group, a provider of technology solutions for investment management firms, has released a new version of its flagship product, Clienteer CRM.
This version of Clienteer not only features a UI-refresh, but also includes new functionality that allows for better contact data management, investment opportunity forecasting by close date and sales stage, as well as, the ability to seamlessly file emails from G-mail. The system’s report building tool has been added to the Account Screen, making it easy to build on screen pivots to report on account related details such as, the transactions for each account and overall relationship
By George Ralph, RFA – As a technologist, it’s apparent to me that the road to success lies with digitisation, but it can be hard to bring a traditional industry into the digital age. The alternative investment industry is one which is still heavily reliant on tried and tested and partially manual processes throughout the front and back office. However, I think we’ve reached a tipping point whereby not digitising, or using technology to best effect is actually harming profits, and increasing the levels of risk that a firm is exposed to.
From a simple improving efficiency perspective, technology can
Commcise, a buy-side focused commission management, research valuation and research accounting platform, and RSRCHXchange, an aggregator and marketplace for institutional research, have teamed up to deliver an integrated research solution to support the research consumption, valuation and accounting data requirements of buy-side and sell-side firms.
With the MiFID II implementation deadline only a few weeks away, there is an urgent need for investment managers to have their research funding data, consumption data and accounting data in one place in order to comply with the latest requirements. Under the new unbundling regulations due to be implemented on 3 January 2018, buy-side
Quant Insight, a macro research firm providing discretionary managers with actionable investment ideas, has launched an Analytics Dashboard, which brings together the ability to analyse and visualise patterns between asset prices and the macro forces driving them, and tools to identify the best trading expression across all asset classes.
Discretionary portfolio managers face an ever more challenging environment: capital flight and margin compression due to the threat from passive strategies makes it more important than ever that active managers deliver superior performance. An explosion of data, greater cross-asset correlations and geographical inter-connectedness make alpha generation tricky. Moreover, even when managers
Market participants using MarketFacory’s ultra-low latency API for foreign exchange trading, Whisperer, will be able to trade Bitcoin futures on the Chicago Mercantile Exchange (CME) when they launch on 18 December.
Additionally, Whisperer provides access to Bitcoin market data.
“Our Whisperer API and connectivity solution simplifies and reduces our client’s technical cost of entry to new currency markets, and with that in mind, we are pleased to announce that BTC futures are already available to trade via our CME integration,” says Matt Whitaker, director of product management, MarketFactory.
“Traditionally, futures contracts are seen as a means of damping
Ultimus Fund Solutions, one of the largest independent providers of mutual fund, pooled investment and middle office services, has launched uComply, a portfolio compliance application .
An internally developed app, uComply helps fund managers monitor investment portfolios against federal regulations and fund guidelines with a high degree of accuracy while providing flexibility and highly-customisable reporting that managers need. This app is yet another confirmation of Ultimus’ commitment to deliver best-in-class technology for the benefit of investment advisor clients.
Ultimus’ portfolio compliance application, uComply, helps mutual fund managers monitor investment portfolios.
By leveraging Ultimus’ internal application development team to design
Eze Software has partnered with Wise Trading Technologies to enhance its currency offering. With WiseRisk, Eze OMS users will get more automation, visibility and precision in managing currency risk in real-time.
WiseRisk enables users to eliminate fragmented spreadsheets and mitigate laborious, error-prone manual processes.
Wise Trading Technologies specialises in tools to help asset managers automate and optimise many of the tasks associated with managing currency risk. Timing, netting, and broker selection are optimised, taking into account client preferences and constraints, and providing an audit trail related to currency exposure.
“FX risk management is critical to many of our
HFR has launched two new indices, the HFR Blockchain Composite Index and the HFR Cryptocurrency Index, the first family of indices designed to capture performance of hedge funds investing in this rapidly evolving space.
The HFR Blockchain Composite Index includes funds that invest directly in blockchain technology, cryptocurrency or other emerging blockchain innovations. Managers focus on how blockchain technologies have begun to, and will continue to, fundamentally change payments, banking, market trading structure, Internet of things (IoT), healthcare, remittances, supply chains, digital identity and more. In addition, key exposure themes include cloud storage, decentralised computing, digital investment platforms, distributed ledger
Powernext, Central European Gas Hub (CEGH) and Power Exchange Central Europe (PXE) have successfully migrated the CEGH Czech Gas Market to the pan-European trading platform PEGAS, operated by Powernext.
It concludes the integration phase of the cooperation, as initially announced in September 2017.
At 8:00am on Friday 8 December, all CZ VTP spot and futures contracts were available for trading on PEGAS. The migration includes the successful transfer of 17 PXE Gas Exchange members, including the addition of 4 new market participants to the Powernext membership.
David Kucera, CEO of Power Exchange Central Europe, says: “Cooperation with Powernext
A subset of structured products traded on the fixed income markets of Nasdaq Helsinki and Nasdaq Stockholm in Genium INET have been classified as securitised derivatives in accordance with MiFIR and MiFID II.
The products in question are leverage certificates such as market warrants. MiFIR stipulates that transactions in securitised derivatives must be cleared by a CCP when traded on a regulated market. As a consequence, the instruments will be transferred to the multilateral trading facility Nasdaq First North, operated by Nasdaq Nordic on 18 December, 2017.
Nasdaq Nordic has published a new rulebook that covers securitised derivatives traded in Genium
