head of strategy, Investran, SunGard's asset management business
Contributor: Jon Broch
Wherever private equity firms are based, it seems, they need a global grasp of regulatory requirements. At SunGard’s recent San Francisco private equity event, guest speaker Richard Hinton, Partner at KPMG gave the example of the Alternative Investment Fund Managers Directive (AIFMD). Being a European regulation, it’s tempting to view AIFMD as a Europe-centric issue. But as Richard pointed out, it also has a widespread impact on, and implications for, US firms that are looking to raise capital from European investors.... read more
vice president, InvestOne, SunGard's asset management business
Contributor: Tony Warren
First came Accounting Book of Records (ABOR), then Investment Book of Records (IBOR), followed by Alternate GAAP view. Now the next generation is here: Multiple Books of Record (MBOR), allowing full accounting automation from a single control point.
How to do more with less? It is a key challenge facing all investment management industry participants, as they strive to deliver outstanding customer service while wrestling with intensifying regulatory demands, and the need to manage risks and control costs.... read more
head of research, APT, SunGard’s alternative investments business
Contributor: Laurence Wormald
Separating the alpha from the beta - savvy investors know they need to separate the alpha, or investment gains made from decisions made by manager, from the beta, or returns attributable to the market. Traditionally this has meant seeing how individual funds or managers do compared with an index or other baseline. But these simple measurements have led to underestimating the effects of beta and giving too much credit to active managers.... read more
operations director, Asset Arena Pricing Services
Contributor: Trevor Beach
We know it’s there, but in many cases the extent and complexity of manual pricing can be significantly under estimated. If we choose to be complacent by ignoring the elephant in the room and maintaining the status quo, ever increasing volumes of manual pricing have the potential to consume asset management and fund administration pricing teams and in turn expose firms to huge risk.... read more
Commentary from SunGard experts on news and events affecting the financial services industry.
Contributor: SunGard Viewpoint
Q: Tell us a bit about the challenges you’re seeing in the asset management industry today. What are customers asking for?
A: Today’s industry has become more and more dynamic, and we still see growth in the volumes of different types of products available. The challenges can be put down into two broad areas...... read more