Whitepapers

IFRS 9 Data Management Challenges

6th November 2017

Company: Xenomorph
The mandatory adoption of IFRS 9 at the beginning of 2018 will cause a number of data management challenges for firms impacted and required to comply with the new accounting standards. This paper outlines key challenges, including the need to adopt a consistent approach to measuring expected credit losses, as well as accurately classifying assets... read more
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Spreadsheets & Operational Risk: Instrument Valuation Issues, Data & Regulation

3rd November 2017

Company: Xenomorph
Regulations such as BCBS 239 are forcing changes in the usage and governance of spreadsheets and other end-user computing (EUC) applications in financial markets. This paper outlines the main risks in spreadsheet usage in derivative and fixed income valuation, and explains some of the regulators motivations in addressing this source of operational... read more
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The Six Key Areas where CFOs Fail to Deliver for the Board of Directors

2nd November 2017

Company: Kyriba
Every CFO wants to be a better strategic business partner to the board of directors and the CEO. In many cases they are, but in certain areas, they are failing to deliver what the board really wants, according to a new survey from CFO Research in collaboration with Kyriba. Download this exclusive report now to get the latest information and... read more
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Whitepaper: Changing lanes in Hungary - From batch to instant payments

31st October 2017

Company: Icon Solutions
From July 2019, customers of Hungarian banks will be able to make instant credit transfers of up to HUF 10 million and the beneficiaries would be able to use these funds within 5 seconds from the transfer. The use of ‘secondary payment identifiers’ and ‘request for payment’ will also add to the ease and adoption of instant payments by... read more

Data Strategies for Investment Management Success

26th October 2017

It is no secret that investment firms have under-invested in their IT capabilities. The US Securities and Exchange Commission imposing ‘Investment Company Reporting Modernization’ points to acknowledgement within the industry that there is something lacking in firms’ ability to produce and disclose information necessary to run a stable and... read more
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Reimagining global banking services in the connected digital marketplace

26th October 2017

In partnership with Burnmark, our white paper explores the challenges and opportunities faced by financial organisations in a global marketplace. The emergence of the financial utility is set to be a game changer; shaking up the way in which global businesses transact across borders. read more
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Derivatives in Wealth Management

24th October 2017

Company: Objectway
Derivatives are often perceived as high risk, but opportunities are missed when they are ignored. When used as part of a broader trading strategy, the result can often be a reduction of market or currency risk. In this white paper, authored in collaboration with Saxo Bank, you’ll discover how eXimius supports the creation and valuation of... read more
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Implementing a Risk-Based Oversight Model

20th October 2017

Company: Accenture
Changes in service providers, new regulations, emerging technologies and globalization are forcing asset management firms to adapt their business models and upgrade their technology platforms. This is part of Accenture Asset Management's Back-Office Conversion Toolkit. read more
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Defining Standards with Service-Level Agreements

20th October 2017

Company: Accenture
Functionalized operations and business process outsourcing are becoming increasingly popular options among asset managers. The potential benefits of both are significant, but the risks to operations and efficiency are equally great if proper governance is not established up front. This is part of Accenture Asset Management's Back-Office Conversion... read more
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IFRS 9, Stress Testing, ICAAP - A comprehensive framework for PD calculation

20th October 2017

Company: Prometeia
In order to fulfil all the different requirements coming from competent authorities for different regulatory processes, financial institutions are asked to calculate probabilities of default (PD) in several ways. Forward looking lifetime PDs are needed for IFRS 9 compliance while a stressed point in time PD is required to calculate impairment... read more