senior vice president, advisor and investment solutions, SunGard’s wealth management business

30
Jun
2011

Offering retirement income planning: Addressing the obstacles and challenges

Contributor:

Retirement income is getting a fair bit of industry attention these days, as it shifts from being a niche segment of the wealth management industry to become a driving force. However, retirement income planning is still in its infancy, and no one is quite sure where it will end up.... read more

evp, product management & strategy, Ambit, SunGard’s banking business

29
Jun
2011

Collateral, margin and Dodd-Frank

Contributor:

Last month we saw the widely anticipated delay in deadlines for implementation of Dodd-Frank regulations. This month the European Parliament took a similar step in delaying rules intended to improve transparency around OTC derivatives trading. As market participants examine the proposed regulations more closely, the associated operational challenges become more evident, and hence the push to delay compliance.... read more

principal, SunGard Global Services

28
Jun
2011

Will careful investments in collateral management create winners?

Contributor:

As regulators work through the implementation of the Dodd-Frank Act, Basel III and Solvency II, change in the financial markets is inevitable. While the industry awaits final outcomes, industry participants are seeking strategic guidance to proactively prepare for compliance. Since collateral is one of the key focal points for mitigating systemic risk, making the right investments in collateral management is a good place to start.... read more

vice president, SunGard's asset management business

27
Jun
2011

Algorithms making their move from the trading floor to the operations department

Contributor:

Many of us are familiar with those credit card companies which call us to question the validity of a transaction for potential fraud. That action is a result of an automated operation triggered by a calculation – an algorithm – that communicated, in effect, “Something is not quite right here.” In most cases no fraud has occurred, and we have simply made a purchase that did not conform to our purchasing behavior.... read more

vice president, risk solutions, SunGard's capital markets business

24
Jun
2011

Who stole the show at SunGard’s New York City Day 2011?

Contributor:

I spent Monday, June 20 at the SunGard’s New York City Day. This year’s event brought another full house, with a provocative keynote speaker and an afternoon full of industry debate and questions. Not surprisingly, regulatory reform dominated many of the presentations throughout the afternoon and found its way into most of the conversations in the networking sessions. Neither Barney Frank nor Chris Dodd was at the Waldorf-Astoria that day, but their long shadows certainly were.... read more