Månedsarkiv: december 2013


Trading Order at Its Best


In a fast-changing market, managing a comprehensive system for the trading workflow is best. The client and market demands will always seek for a quick response to on the trading process. Thus, it can be obtain in various ways. The system must be efficient enough to sustain its demands to continuously adhere to its goals. It is said that trade order management system has established the institutions’ goals on achieving wellness and development with the help of diverse trading strategies implemented; global, multi-asset trading solutions to optimize your trading workflow, massive global distribution to markets, managing risk and compliance, and improvement on operational efficiency.


Qualities of an Effective Trading Order Management System



You can take control on your market risk and compliance better through the help of an effective trade order management system which can provide a full range of derivatives for managing market, credit, and risk; find one who supports regulatory and firm compliance requirements with reporting.



It is important to have an improvised single workspace for individual users is provided to fully manage the workflow; flexibility to define and change display options based on their individual needs because this will help the users to comprehensively do the duties without delay and error. Also, you need to have a real-time monitoring with reversible reports wherein you can simply edit your reports easily and save it.



Your trade order management system is effective when you can capitalize on the largest network in the side of the buyer and seller investors as well as the customers. You must also try to consider the use of advanced pricing tools to be able to produce and distribute quotes to the global markets.



Change is the only constant thing in this world. Moreover, changes give birth to development and improvement. With the help of continuous innovation, improving operational efficiency is elevated to produce admirable results; platforms, and post-trade matching facilities to achieve straight through processing. These improvements generate firm-wide operational efficiency through seamless workflow and pre-integration.


In the end, taking the risk of keeping up with the costs of development prerequisite with changing markets, instruments, and technologies will always be your choice.


pension fund management

Fund Management System the Key of Every Firm’s Success

One thing to think about in the identification of a company’s pension fund management system is being able to select a management system without hurting other key areas of your organization, particularly on personnel budgets. Costs of the company’s pension fund services must be minimized. That’s the reason why being able to carefully choose a system which can lift the company’s venture on this matter should dominate along the process.


You would also need to determine those highly appreciative employee retirement schemes which are known around the world that you could possibly apply on your company. Deal with award-winning individuals and trusted partners to confidently pursue on these goals. You can try to explore a lot systems that will help you tag the system that would best suit to your business.


Pension fund management software takes a very big role in determining your company’s pension fund management system. With the continuous growth and innovation at present, it is set that identifying the optimum key of success is quiet unclear, but with the help of software and computer assistance, surely a massive development will surely be an outcome.


Gain from a pension fund management software which allows you to attain a high level of straight-through-processing in all key areas of your organization. Deal with complex requirements from external and internal clients, as well as regulators, while minimizing the impact on your system and personnel budgets.


Utilize sophisticated tools for special requirements and efficiency. Pension fund management software has support for alpha/beta strategies, asset allocation, FX overlays, internally or externally managed mandates, and more.


You can get efficient system support for key pension fund business operations, including:

  • Portfolio Analysis tool and model portfolio design
  • Pre- and post-trade compliance checks
  • Rebalancing
  • Order management
  • Performance measurement
  • Risk management
  • Reporting


With all the features and the benefits your firm can take advantage of having an effective pension management system of your choice, your firm will get the competitive edge and will always be on the right pathway for a stronger and more productive future ahead.


financial services risk management

Expert Remodeling Tips for Financial Services Risk Management

A remodel can be a confusing and stressful process, with most of the stress centering on the amount of money involved as well as the complex nature of construction projects. With the following financial services risk management tips, you can manage the finances of your home remodel and safe you from major headaches and disasters down the line.

  • At the start, work to reduce the chance that something goes wrong as mistakes can cost money. The key to financial services risk management is specificity, so you have to be clear about what you want. This will define your desired outcome.
  • Reduce your financial risk with a fixed price contract. Remodeling comes with many factors outside the control of you and your contractor. Perform financial services risk management by ensuring that you give your contractor a set price.
  • Create a smart payment plan. Your payment plan should make sense for your project, and come with a schedule so your contract will only get paid for work completed and to your satisfaction.
  • Have a task schedule, and only pay for tasks completed in that schedule. In the contract, specify to the best of your ability the exact tasks that need to be done and how much each task costs. Check if the work is done.
  • Know whether and why you need a change order. Having a clear scope of work in your financial services risk management will be your best leverage should there be any unnecessarily expensive change orders.
  • Only make the final payment once your task list is complete. Each task in the list should be finished before handing the last check. A good contractor will return to fix problems with his workmanship on reputation.
  • Motivate your contractor by providing that he will get paid. The best way to ensure great work from your contractor and satisfactory financial services risk management is to prove that you can and will pay him.

Never pay in cash and keep receipts. Handing over cash will leave you paper trail for the payment you made, which is bad financial services risk management. You will have no protection if you discover something is wrong with the work.


Diversification of Portfolio to Better Portfolio Management

In establishing a strategy that tempers potential losses in a particular market, portfolio management systems preaches for the right and subtle process of every endeavour, asking for excellence on this particular field to better serve and help the needs the recipients.

Diversification has always been a battle cry for many financial planners, fund managers, and individual investors alike. If the market is booming, it seems almost impossible to sell a stock for any less than the price at which you bought it. When the indexes are increasing generously, it will seem foolish to be in anything but equities. But because we can never be sure of what the market will be at the moment, we cannot forget the importance of a well-diversified portfolio.

Diversification is not a new concept. Remember that investing is a passion and not a game that you can gamble on. The moment you venture into business that is the time to practice disciplined investing with a diversified portfolio. Diversification becomes a necessity indeed. A well-diversified portfolio clashed with an investment horizon of in the span of five years will beat portfolio management systems. Here are some diversification tips:

Distribute the Wealth

Equities are wonderful; however, don’t put all of your investment in one stock or one sector. Be smart. Create your own virtual mutual fund by investing in a handful of companies you know, trust, and perhaps even use in your day-to-day life. People will somehow argue with this idea but knowing a company or using its goods and services can be a healthy and its going to be a wholesome approach to the sector.

Emphasize on Index or Bond Funds

Consider adding index funds or fixed income funds. Investing in securities that will help you track a variety of indexes will provide you long term diversification investment on your portfolio. By giving additional fixed income solutions, you are taking your portfolio to a higher level and eliminating volatility and uncertainty.

Keep Building

Increase your investments on a regular basis. In that way, there will be a smooth out on the peaks. Just make sure you invest your money into a specified portfolio of stocks or funds.

Be intelligent, know when to go out

Investing with a large amount can sounds strategic, but just because you have invested in a trusted one does not mean you should ignore the forces of work. Be vigilant with your undertakings and remain in control with the overall market conditions. Know every single detail of the company you are joining with.

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Man holding piggy bank. Shallow DOF

Your Organization’s Real Time Market Data

Data management is a vital process in any organization. Data management is achieved when there is access to the data which is made available in-house or via third party providers. It allows real time analysis and access to information that is needed by a specific person or department. Getting real time market data allows the organization to make real time analysis and decisions.

The procedures on data retrieval and database storage can be integrated in a way that it will be reflective of the real time market data that is available at a specified period. This will be used in various important aspects of the organization.


Data downloads

Downloading data as well as managing these downloaded data can be challenging most especially if it is real time process. Real time access to such market data will be very essential to the organization’s operation so it has to come from a well established system or provider.

Aside from that one, having access to such data will not only be essential but will also be a basis for an effective and improved decision making. These data downloads will be accessible to the organization’s decision making body. This real time market data may also be imported from a specified data provider if the organization wants to do so.


Data retrieval

A number of providers will offer various steps and procedures for the retrieval of data especially if that is real time market data. Retrieving the data that is needed real time can be done by the integration of automated data imports from any preferred provider assigned by the organization to take charge of this process.

Access to such real time market data will be imperative to various decisions an organization needs to make. Retrieval should be secured as well so the organization must choose the right provider for them.


Data pricing

Pricing will vary depending on certain factors. A wide range of formats as well as data providers can be utilized in a manner that it will allow the fulfilment of an organization’s real time market data needs. They are later on integrated in numerous price providers. Once achieved, this will be the basis for data pricing in the end.


Photo credit: uk.finance.yahoo.com

portfolio management systems

The Development of Investment Performance Measurement

Investment performance is the result of your investment portfolio. The investment portfolio may contain a single asset or it could be multiple assets. The investment performance is measured at a span of time and in a specific currency. Investors often distinguish different types of return. One is the distinction between the total return and the price return, where the former takes into account income; interest and dividends

Investment Performance Measurement provides the performance and risk calculation, attribution, presentation, and interpretation of an establishment including calculation of the returns earned by portfolios; measurement of the risks taken to earn these returns; measurement of the risk and return efficiency of the portfolio and other indicators of manager skill. It has been always important to measure, present, and evaluate your investment performance results. That is why Investment Performance Measurement has been developed and continuously improved for your convenience.

Benefits of Investment Performance Measurement

It gives you the background to the subject; objective investment performance measurement has for both the investment manager and the investor. It describes the methods of measuring performance using overall rates of return. An investment performance measurement deals with comparisons of performances; from the beginning up until the end, this can help you identify which particular time have your performance decrease so that you can be able to think of possible ways to avoid things to happen again. Being able to constantly review performance can decrease the risk of low performance. The advantage of analyzing results is given

Methods are suggested for comparisons of actual rates of return with those of indices, notional portfolios and other funds. The introduction to the idea of risk and suggesting that risk is something for future policy rather than past performance measurement. The application of the principles of performance to various types of funds gives difficulties. The paper ends with the idea of using a common objective performance measurement

Quick and Easy Performance Measurement Online

Mentioned that investment performance measurement is important, there are online tools can help you check how well your online investment portfolio is doing — quickly and easily. Software is flooding in the market and majority of them gives you a positive feedback. Ideally, you can browse the web to a variety of performance measurement tools that will assist you along the way. At your convenience, you can manage everything at ease.



7 Asset Management Tips in Financial Asset Management Systems

Proper maintenance is essential to ensure maximum useful life and reduce unexpected failures of equipment. A good financial asset management system can help you manage both preventive and unplanned maintenance. Aside from helping you manage equipment maintenance, the financial asset management system can also help you manage and retain various equipment related information.

  1. Collect equipment information. You can enter information about your asset on financial asset management systems, including model numbers, serial numbers, manufacturer, warranty details, purchase dates and so on. This allows for better asset tracking, warranty work, recalls, and planning for equipment replacements.
  2. Establish relationship between equipment. You can establish relationship between assets in financial asset management systems, like identifying a piece of equipment as part of a group of equipment. This equipment tree makes it easier to locate specific equipment, especially in similar environments.
  3. Categorize equipment for better management. Financial asset management systems can categorize a particular piece of equipment. This can help you define standardized operations for all equipment in a certain category, such as depreciation schedules, cost benefit analysis, maintenance needed, and so on.
  4. Spares and supplies management. Manufacturer information can be used to identify part vendors, supplies and parts needed by different equipment. The financial asset management system can help you consolidate purchases of spare parts and supplies minus the paperwork and delay of getting the items.
  5. Collect maintenance history and costs. Reporting features allow you to check and review the maintenance history of specific equipment. This should come in handy especially if you are thinking of replacing a piece of equipment and you want to compare its costs versus new equipment.
  6. Collect operational history. You can log and retain information in financial asset management systems about changes to equipment. Having all these information in one place makes it easier to review equipment information and identify actions required, be it for troubleshooting, warranty calls, and replacement.
  7. Collect other useful information. You can store pictures of equipment in financial asset management systems, including engineering drawings and the layout and parts of complex items. This should come in handy when maintenance work has to be done, planning for additions, replacement or moving of equipment, and so on.
stock portfolio manager

Take Advantage of a Good Asset Management Solution

Asset management is important to any organization. Appropriate tools are necessary to assist organizations on how to create, implement and manage their assets. There are many things to consider when looking into the different asset management solutions.

For example, an organization’s physical assets are those large and necessary investments made to produce certain products or services. Aside from that asset management solutions will allow the organization to achieve success when it comes to the goals that they have set. Furthermore, it is crucial for their competitive advantage. The appropriate use of these solutions will be essential and practical for the organization as a whole.

Supports objectives or strategies set. For an organization to work and achieve growth as well as competitive advantage, their strategies and objectives need to be well defined and communicated properly. In doing such, this organization needs to address customer needs and acknowledge the constraints that the organization operates within so they need to have those asset management solutions for their organization that will help them do so. These solutions will support them in making sure that such strategies and objectives are met.

Better decisions. Decision making is very important. There are a lot of options these days when it comes to asset management. Since these solutions are necessary for the achievement of organizational goals, choosing the best one is critical for better decision making. Asset management solutions should be those that allows configuration and will be dependent on certain factors like the size and requirements of the organization. These solutions when appropriately and effectively used will then allow better decisions when it comes to asset management. It is of value to the company and will be utilized to the fullest.

Performance measurement. There are measures used by the organization when it comes to asset management and its performance. These measures will ensure that asset management solutions used by the organization supports their needs. It will showcase the progress of the organization when it comes to asset management. The existence of asset management solutions will be measured so that the organization can carry out its goals and have continuous improvement initiated.

investment management software

Portfolio Accounting Tips for Young Investors

Many young people rarely invest for their retirement years. But without investments, retirees can have a difficult time paying for their necessities. Smart and regular investment in portfolio accounting can yield favorable long-term returns for retirement, giving additional income throughout an investor’s working life.

However, you need to start investing in portfolio accounting now. The earlier you begin, the more time your investments will grow in value. Below are tips on how you can start and manage portfolio accounting for the best results.

Start early. Start saving as soon as you go to work by taking part in a 401(k) retirement plan, if it is offered by your employer. In such kinds of portfolio accounting plans, the savings accumulated and the interest compounds without taxes for as long as you do not withdraw your money.

Diversity. Pick stocks across a broad spectrum of market categories, which you can achieve with an index fund. Invest portfolio accounting in conservative stocks with regular dividends, stocks with long-term growth potential, and a small percent of stocks with better returns, along with higher risk potential.

Keep costs to a minimum. Invest portfolio accounting with a discount brokerage firm. One reason to use index funds when starting to invest is because they have low fees. And since you will invest long-term, do not regularly buy and sell in response to market up and downs. This can save you commission expenses as well as management fees, and even prevent cash loses should your stock price declines.

Discipline and regular investing. Ensure that you put your portfolio accounting investments on regular and disciplined basis. This might not be possible if you lose your job, but when you find a new job, continue to put money into your portfolio.

Asset allocation and re-balance. Assign a certain percentage of your portfolio to dividend paying stocks, growth stocks, index funds and stocks with a higher risk, but better returns. When there are changes in your portfolio accounting, re-balance your portfolio by adjusting your monetary stake in every category to reflect your original percentage.


The Growth of Fund Management Software

The finance industry is ever dynamic and constantly changing. Fund managers are faced with challenges and demands at all times and during this age of technology, they also have turn to utilizing fund management software. Full automation of most of the process awards fund managers more time to focus on maintaining stability as well as venture into growth and expansion for the business.

Offerings for fund management software are limited and a good one is even more difficult to obtain. It primarily makes room in the team’s free time but taking menial tasks from their hands and making them automated instead. With a constantly shifting environment, workaround are inevitable, as well as updating and recompiling data. Because the same environment molds a business, growth, maturation, and expansion and the ups and downs of an institution is anything but predictable.

Very often, critical decisions need to be made and managers rely on fund management software to mitigate risks at each step, bring down operating costs, and even to promote growth. Some IT companies who specialize in fund management software also offer solutions that are tailor-made for each institution, making sure that the processes are exactly what is expected of.

It is also crucial that the entire team as well as all departments concerned have access to the same information to ensure continuity of service — from the front line teams who do the grunt work to the top level bosses who finalizes groundbreaking decisions. All this in an effort to deliver quality service, business health and upkeep while keeping expenses at bay.