Enhancing Derivative Processing As the Key To Financial Growth

derivatives processing

Your business does not deserve to be on the sloppy edge in the financial market just because you could not properly manage your derivative trading and secure an advantageous position in all of your trade contracts. Perhaps you are now thinking of pulling out from the derivative market scene and focus your asset investment strategies … [Read more…]

The Choice of Portfolio Accounting Solution

portfolio accounting

There is no doubt that anyone with enough funds could entertain going into business.  Upon retirement, the said situation could happen to you, especially when you start getting your pension funds.  One of the more clever ways of getting into business is through portfolio investments.  By going into this, you could get involved in many … [Read more…]

The Basics of the Pension Fund Management System

pension fund management

The right way for accountants, auditors and actuaries to quantify the assets and the liabilities of pension fund management systems has been a matter of great controversy for a long time. Before 1985, companies in the United States had wide latitude in recognizing expenses and setting the assumptions that should guide pension fund management systems. … [Read more…]

Techniques Used in Investment Management Software

investment management

Investment management software techniques fall into 2 major camps: technical analysis and fundamental analysis. Technical analysis looks at the price of the security and its pricing trends over time. This analysis will allow the investor to monitor the mood of the market surrounding the security. The trends can reveal that a security trades at an … [Read more…]

What You Need to Know about Asset Management System

asset management systems

An asset management system is a financial and business process that analyzes the value of certain assets. It also helps determine financial health, investment opportunities and growth potential for various investments. It gives a clearer idea of what an individual or company has and potentially give an idea on how to work on it for … [Read more…]

Better Investment Management by Software Solutions

portfolio accounting

Research reports are produced by a variety of sources, ranging from market research firms to in-house departments at large organizations. But, in the investment industry, the term usually refers to “sell side” research, or investment research. Such research is distributed to the institutional and retail clients of the brokerage that produces it. Research produced by … [Read more…]

Finding Your Right Fund Accounting Software Fit

fund accounting software

One of the most challenging tasks you could face in your professional career is selecting an accounting software package that matches the needs of your client or company. The product must be just right; it shouldn’t contain more features than you need since it might to its cost and makes it more complicated and difficult … [Read more…]

Setting Up Organized Folders in Your Asset Manager System

asset manager system

Based on asset manager system experience that uses folder structures, here are some tips on setting up folder structures that will help you and your team work more efficiently. These tips will be helpful whether or not you are using an asset manager system. Use the following techniques to get started with new folder hierarchies … [Read more…]

The Accountability of Fund Accounting

fund accounting

Fund accounting is a system emphasizing accountability rather than profitability. Non-profit organizations and governments often use this system. Here, the fund is a self-balancing set of accounts, segregated for specific purposes in accordance with laws and regulations and set with limitations. Fund accounting is often linked with investment accounting, portfolio accounting or securities accounting. Synonymously, … [Read more…]