• Asset Management

      • Portfolio modeling may help keep investment firms safe, sound and profitable in uncertain times, but some say even the most advanced technology can't replace the human touch.
      • Retail financial-services firms are betting on a risk-based approach to wealth management. While some are now running complex Monte Carlo simulations on the desktop, the bigger challenge could be changing brokers into risk advisers.
      • Ark Asset Management goes live with Eagle Investment Systems for portfolio management and investment accounting; Ruffer Investment Management selects SunGard's ASP-based accounting and reporting service; Advent Software announces a new solution for hedge fund managers.
      • Discovery Capital Management, a hedge fund, recently went live on the latest version of Finance Kit, Trema's solution for automation of the investment process; Irish Life Investment Managers, an Ireland-based investment manager with assets over $14 billion, recently selected FMCPages, a Financial Models Company product, to perform its client-reporting requirements; Citisoft has launched a Risk and Performance Service aimed at assisting managers in delivering cost-effective solutions required for analyzing, presenting and managing risk and performance.
      • Northern Trust has selected a customized version of Morningstar's online investment planning system; Rorer Asset Management recently announces its creation of Advantage Outsourcing; A new performance-analysis system has been released by Barra.
      • AXA Advisors, LLC has chosen a Web-based financial-planning platform by NaviPlan to be rolled out throughout this year; JBWere, an Australian investment house, is implementing a portfolio-management system from Misys Asset Management Systems; Credit Lyonnais Asset Management has replaced SmartStream Technologies' Corona reconciliation system with Smatch from Monro Business Softwares (Monrosoft).
      • It goes without saying that in a volatile market, traders must be on their toes and ready for anything. One way that firms are keeping pace with rapidly changing markets is by deploying the latest in order-management-system technology.
      • In a tough economy, being complacent about technology is not an option. To that end, buy-side firms are taking a closer look at key applications in an effort to ensure they are getting the most bang for their buck.
      • * Pershing LLC is offering its customers access to Dene International's Dene Gate Software. * NYFIX Transaction Services received approval to become an Electronic Access Member of the International Securities Exchange. * Swapstream reached an agreement to interface with SwapsWire, an integrated, electronic- processing-network for derivatives. * TradeWeb reports an 80 percent increase in trading of fixed-income securities during the first quarter of 2003.
      • * Merrill Lynch has signed a six-year agreement with Dow Jones Newswires to provide a suite of real-time news and information products. * Charles Schwab and CyberTrader announced that their active trader clients will be able to access a new direct streaming real-time quotation service. * Telekurs and Financial Technologies International are combining products to create StreetReference with Telekurs. * SunGard Market Data Services announced that it has entered into an agreement with Comtex News Network to distribute real-time news services and content.

Thought Leaders

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