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Solving Buy-Side Investment Managers’ Corporate Actions Data Challenge

By Todd Sloan For decades, there has been significant interest in automating corporate actions processing across the buy-side community. Meanwhile, the global pandemic’s impact on corporate actions has been significant as firms faced fluctuating timelines and high processing volumes amid cancelled dividends, shifted schedules, postponed mergers and acquisitions, and frequent trading halt...

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Why Intelligence Augmentation is the Buy-Side’s AI Answer to Solving Persistent Reconciliation Challenges

By Todd Sloan Practical artificial intelligence (AI) use cases and applications in buy-side reconciliation and post-trade operations are prevalent, yet many have yielded uneven and questionable results. AI can go only so far to autonomously solve the operational problems investment management firms face. The solution? An intelligence augmentation (IA) approach to AI. Artificial intellige...

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Why Investment Managers Should Stop Managing Reconciliation Processes in Departmental Silos - Now

By Todd Sloan An investment manager’s post-trade operations environment generally evolves as the firm grows. Technology solutions are important for helping firms manage increased trade volumes, mitigate risk and lower costs. Operational efficiency is always the goal, but over time, siloed solutions used to manage a particular area of operations get in the way of reaching that goal due to...

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How Investment Firms Can Rise Above the SEC's Six Most Frequent Issues with Advisory Fee Billing

By Doug Fritz It has been about a year since the U.S. Securities and Exchange Commission announced a risk alert that “Most Frequent Advisory Fee and Expense Compliance Issues Identified in Examinations of Investment Advisers.” Such inappropriate fee billing and expense practices may violate the Investment Advisers Act of 1940 and the rules implementing it, including anti-fraud provisions...

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