Top Methods Used for Investment Accounting

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 Different asset classes have different ways to account for the value of their assets. Because any asset can be put on several users, it is important to use perspective in deciding how the investor intends to use the asset. It is in the use of an asset that gives it different values that the market … [Read more…]

Essential Insurance Risk Management Tips for Brokers

insurance risk management

There are so many factors that brokers should consider when it comes to improving insurance risk management in their firm. Below are some key suggestions for reducing your exposure to professional indemnity claims. To ensure good insurance risk management, make sure that you are aware of, and comply with, all your regulatory requirements when conducting … [Read more…]

Looking into the Next Frontier for Post Trade Processing

post trade processing

As financial institutions strive to do more with less, we can expect continued emphasis on eliminating manual post trade processing to enhance efficiency and reduce risk. Increasing automation and transparency is a top priority these days, as organizations continue to work toward a holistic and real time view of their counterparty risk and exposure to … [Read more…]

Portfolio Management versus Asset Management

asset management

As a Portfolio Manager you will make investment decisions with money that clients have placed under your control. The management in itself is about using the SWOT-model (strengths, weaknesses, opportunities and threats) in the choice of debt versus equity, domestic versus international and other elements and areas, having the purpose of maximize return at a … [Read more…]

Customer Relationsship management

CRM for financial services

  Customer Relationship Management, also called CRM, is way of managing a company’s interactions with customers, current ones as well as future ones. The art of CRM is to use technology to organize and automate areas such as sales, marketing and customer service. When working with CRM, a company want to use it for attracting … [Read more…]

Does your company need pension fund?

pension fund management software

It is really important that you make sure to get a good system to take care of your company’s pension. Important as it is, it can still be difficult to find where to turn to when finding the right offer for your company. A great advice within this aspect, is always to take a look … [Read more…]