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The Next-Generation of Reporting: Understanding Needs of the Asset Management Industry

A unique set of forces including emerging markets, regulation, the need to restore investor confidence, a squeeze on margins, and technological advances are shaping the next generation of the asset management industry. It’s a time in which transparency is critical for both investors and regulators, forcing buy side firms to take a hard look at their service models. Buy side firms are witnessing increased competition, particularly in the institutional investor market. It has never been more important to produce detailed and transparent investment performance reports. Changes in how asset management firms approach reporting presents an opportunity to deepen the client relationship.
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Collaborative Technologies and the Impact on GRC: Balancing Risk with Rewards

The rapid adoption of collaborative technologies such as mobile and cloud computing, social media and instant messaging has changed how financial services firms approach governance
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How Regulatory Reforms are Changing Governance, Risk Management, and Compliance in the Banking and Capital Markets Industry: Results of FSOkx’s GRC Survey

Subsequent to the 2008 financial crises, regulatory agencies are keeping a close watch on the global financial services industry and working to protect investors’ interests by increasing transparency in banks and capital markets firms. In 2011, reforms passed by financial regulators pressured financial firms to mitigate various risks and safeguard financial stakeholders.
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The Evolving Knowledge Process Outsourcing Landscape

To compete in the race for productivity improvement, financial services organizations across the globe are looking beyond labor arbitrage and are increasingly outsourcing high-end knowledge intensive processes. Knowledge Process Outsourcing (KPO)—the outsourcing of knowledgeenabled processes to leverage analytical skills and domain expertise—has proven a viable strategic business model for financial services organizations.
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Analyzing New Outsourcing Destinations: Factors to Consider to Stay Competitive

Banks, Financial Services Firms, and insurers increasingly look at offshore outsourcing as an option to minimize operational costs and enhance the service quality. FSOkx has conducted a comprehensive research study to understand and analyze the outsourcing opportunities around the globe.
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Investment Management and Asset Management Outsourcing Services Trends and Analysis

After the wake-up call of the recession, asset managers are reevaluating their outsourcing strategies. They are looking at new outsourcing service delivery models as they consider how outsourcing can benefit their organizations.
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Next Generation IT in the Financial Industry

The Olympic saying "Citius, Altius, Fortius" (translated: Swifter, Higher, Stronger) could be applied to today’s technology environment. In an effort to manage huge volumes of data, financial services firms are continuing to push the envelope on what is possible in technology.
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As Trust and Wealth Management Converge, Technology Becomes Critical

As fiduciaries embrace householding, the personal trust channel is increasingly converging with the agency wealth management business. In order to best complete this transition, fiduciaries need a robust, cutting edge technology solution capable of taking a holistic view of client assets across multiple accounts, managers, and vehicles.
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Transparency in Derivatives Market Regulation: Measures and Meanings

Recent events such as the SEC’s case against Goldman Sachs and the passage of the Wall Street Reform Bill highlight grave lapses of the US financial system, particularly of the derivatives market. The derivatives market, cited as a major cause of the financial crisis and the failure of several huge financial institutions, is under fire from the US government for its fragility and lack of transparency. Mortgage-backed securities, a once-useful tool, have turned into the “security that ate the Ame
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Service Level Agreement: Monitoring & Management

The primary survey was rolled out to over 40 professionals from the asset management industry. It was aimed at finding the current state of service level monitoring and management as well as the identifying the strategic significance of SLAs. The survey objective was to identify and understand the industry’s (both the service provider’s and service buyer’s) plan of actions that steer SLA monitoring and management processes to meet today’s regulatory and compliance requirements.
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