Regulatory Intelligence Service expanded

We have added a few interesting sources of regulatory information from Hong Kong, Ireland, Luxembourg and Singapore to our Regulatory Intelligence Service. more

Transformation of AM processes to Blackrock Aladdin

We now support a global asset manager in transforming its AM processes and implementing several thousand funds and mandates into Blackrock Aladdin®. more

Standardization and Implementation of Investment Compliance in Bloomberg AIM

We currently advise a global asset manager to standardization and implementation of the investment compliance in Bloomberg AIM. more

Automated assessment of investment restrictions

Automated assessment of investment restrictions is worthwhile and fun. The regular analysis of the Investment Guideline Management is an integral part of the application of the FondsDesigner (R). For the automated assessment, one of our customers measured an automation level of just over 95% for the month of August. more

Training: Investment controlling according to KAGB

On June 14, 2016, we train asset managers, fund administrators and depositaries/custodians in the open training course "Investment Controlling according to KAGB" more