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Validating NAVs: An Ounce of Prevention Saves a Lot of Grief

March 13, 2014 By Chris Kentouris Leave a Comment

leaked nudes porn Ceren Bal Free Net asset value, or NAV for short: it’s a basic calculation which hundreds of mutual and other investment fund managers have to make each day to allow investors to know just how much they will pay to buy and sell shares or units. While the timetable for when the […]

Filed Under: Data, Funds, Reporting, Slider Tagged With: Fund Ops, Reporting, Valuation

Scottrade Fine: $2.5 Million When “Oops” Isn’t Enough

February 27, 2014 By Chris Kentouris Leave a Comment

US IT and compliance directors need to pay a lot closer attention to how they jointly test and evaluate critical data generated by back-office systems. That’s the bare bones lesson, according to ten IT and compliance managers speaking with FinOps Report, that financial firms should learn from Scottrade’s reporting fiasco which resulted in a fine […]

Filed Under: Compliance, Reporting, Slider, Trading Tagged With: Brokerage Ops, Compliance, Reporting

Where the Buck Stops: FINRA Fines BBH and Anti-Money Laundering Director

February 21, 2014 By Chris Kentouris Leave a Comment

Absolute personal responsibility with little to no authority. That’s how anti-money laundering specialists at some of the world’s largest banks summarize the job description of Brown Brothers Harriman’s global director of anti-money laundering (AML) activities. Besides a hefty fine to be paid by BBH in a settlement, Harold (Hal) Crawford will pay US$25,000 to the US Financial […]

Filed Under: Compliance, Regulations, Slider, Trading Tagged With: Brokerage Ops, Compliance, Custodians, Regulators

FINRA: Even Tougher Margining Rules

February 18, 2014 By Chris Kentouris Leave a Comment

catkitty21 nudes sensualimagination69 US broker-dealers and their fund manager customers that deal in forward-settling agency mortgage-backed securities or similar asset classes better prepare for even more legal and operational stress. The Financial Industry Regulatory Authority (FINRA) has just come up a set of far more rigid and comprehensive rules than guidelines from a committee of the Federal Reserve Bank […]

Filed Under: Compliance, Financing, Rules, Slider Tagged With: Brokerage Ops, Collateral, Fund Ops, Regulators

Hedge Fund Managers: Taming the Data Headache

February 14, 2014 By Chris Kentouris Leave a Comment

It’s a given that hedge fund managers consume data — and lots of it — to ensure the most lucrative trading strategies and efficient post-trade processes. They need to know just how the global market is moving at every fraction of a second every business day and just which transactions must be cleared and settled […]

Filed Under: Compliance, Data, Reporting, Slider, Trading Tagged With: Compliance, Data, Hedge Funds, Reporting

Legal Entity Identifiers: Scrutiny of EU Firms Tightens

February 13, 2014 By Chris Kentouris Leave a Comment

When the concept of a new global legal entity identifier first took shape among regulators in the US and across the globe, it was hailed as a brilliant revolutionary move. Financial firms and trading counterparties could now be appropriately identified and tracked by regulators seeking to mitigate systemic risk. No longer would they have to […]

Filed Under: Compliance, Data, Reporting, Slider Tagged With: Compliance, Data, Regulators, Reporting, Swaps

Hedge Fund Accounting: Beyond a Shadow of a Doubt

February 7, 2014 By Chris Kentouris Leave a Comment

With eagle-eyed institutional investors needing assurance of the accuracy of hedge funds’ operations, as well as their returns, keeping books and records is no easy one-shot deal. No matter who serves as the official fund administrator, back-up verification or “shadow accounting” has already become the modus operandi for the largest funds and is quickly taking hold among smaller ones. Over 75 percent of hedge […]

Filed Under: Funds, Reporting, Slider Tagged With: Fund Ops, Hedge Funds, Reconciliation, Reporting, Valuation

WAMCO Fine: A Coding Error or Compliance Breakdown?

February 5, 2014 By Chris Kentouris 2 Comments

A computer coding error. That’s how most media outlets explained one of the key reasons the US Securities and Exchange Commission and the US Department of Labor whammied a large US fixed-income fund manager with a US$22 million fine. The second is inappropriate cross-trading which unfairly benefited one group of clients at the expense of others. But […]

Filed Under: Compliance, Funds, Regulations, Slider Tagged With: Brokerage Ops, Compliance, Fund Ops, Regulators

Private Equity Managers: Data Becoming a ‘Four-Letter Word’?

January 29, 2014 By Chris Kentouris Leave a Comment

Private equity fund managers are starting to crack under the pressure of finding data and turning it into useful intelligence for investors and regulators at record speed, say investment operations experts. Although many of them can ill afford it, they will eventually have to invest in the necessary data infrastructure for the same reasons as […]

Filed Under: Data, Funds, Regulations, Reporting, Slider Tagged With: Data, Fund Ops, Hedge Funds, Reporting

EMIR: One Little Number Can Make or Break Reporting

January 28, 2014 By Chris Kentouris Leave a Comment

With the European regulatory requirements for reporting exchange-traded and over-the-counter swap transactions less than a month away, fund managers can’t afford a leap of faith that they will be ready, warn regulatory and operations experts. There is a key nagging issue they must resolve before February 12: just who will create the 52-character unique trade […]

Filed Under: Data, Derivatives, Regulations, Reporting, Slider Tagged With: Compliance, Depositories, Dodd-Frank, EMIR, ESMA, Fund Ops, Middle Office Ops, Reconciliation, Reporting

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