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Migration of Ex-ante Compliance Monitoring to Charles River IMS

Aug 9, 2013 — While replacing the front office system of a German asset management company we migrated the ex-ante compliance monitoring from the existing system to Charles River IMS. … mehr

How to Recognise and Treat Active Non-Compliance with Investment Guidelines in Funds - for Custodian Banks?

Jul 4, 2013 — Custodian banks are controlling the lawful fund administration and are, pursuant to the custodian bank circular, also facing the daily task of differentiating between active and passive… mehr

Realignment of Pre-trade and Ex-post Investment Guideline Monitoring

Jun 23, 2013 — For an asset management company, Averroes Concept Lounge GmbH researched a possible realignment of pre-trade and ex-post investment guideline monitoring. … mehr

Introducing Pre-trade Investment Guideline Monitoring to Bloomberg AIM

Aug 7, 2012 — Allianz Global Investors transferred its pre-trade monitoring of several hundred funds to Bloomberg Asset and Investment Manager (AIM) in co-operation with Averroes Concept Lounge GmbH (ACL). This transfer was conducted parallel… mehr

FundDesigner

Jun 1, 2011 — The FundDesigner software is designed to manage important aspects of fund contracts. It provides tamper-proof work flows for asset management companies and an enhanced service, which in turn increases the company's reputation among clients. … mehr