Månedsarkiv: maj 2014

investment management software

Finding the Best Investment Management Software

As a serious investor, you should not be complacent about the conditions of your investment portfolios.  You should remember always that you have spent huge amounts of money in acquiring such stocks or shares.  In this circumstance, you simply should not allow losses in whatever way.  This could be resolved with the help of investment management software. When you have more than just a few investment portfolios, you would certainly feel the need for the capabilities of investment management software. The next thing that you may have to deal with is the question of where you could acquire such software.  You may also need it to be the best.

You really do not have to look far for searching investment management software.  All that you have to do is to make good use of the internet.  You could particularly seek the help of Google for your search. Once you hit the search button, you would be surprised to find out that there are many websites that actually offer to sell investment management software.  You could browse these one by one and get to know more about the software and what it could do for your business.  However, this may be considered as a long and tedious process.

You must realize that even as you encounter so much information about investment management software, you could still end up clueless on the matter. This can be attributed to the fact that you may still not know what the necessary features that such software must have are.  One of the features that investment management software must have is that it should be able to help you in managing more than one portfolio investments.  Actually, such a feature is imperative because, you may have to diversify and increase the number investments in the future.  Managing these portfolios could be very difficult if you do not have such software.

There are two types of investment management software that you should learn about.   These are web-based and installed software programs.  The former means that the software that you are going to use would require you to have a stable internet connection all of the time. If you are not connected to the internet, you may not be able to make use of the said software.  Obviously, there is a disadvantage here.  On the other hand, installed investment management software does not require internet.  It is downloaded and directly runs on your PC independent of the web.  However, you must realize that the information that the software would need to process may come from the internet too.  This is the reason why many would prefer the one that is internet-based.

If you wish to know what the best investment management software programs are, you could make use of the reviews.  There are websites that are totally dedicated to providing people like you with reviews on the different investment management software programs.  However, you should still try to be objective in determining which really can be considered as the best.  You could always do some trial though.

Read more about investment management software here.

post trade processing

The Importance of Post Trade Processing

Many traders commit the mistake of sealing a negotiated trade with no room for doubts.  While there are instances that trading is successful right from the start of the process down to the very end until the goods or investments are delivered, there are also a number that went awry with one of the parties getting the losing end.  Apparently, failures like these could be attributed to the absence of proper post trade processing.  There could be some loose ends during the actual trade but with the application of post trade processing, errors or vulnerabilities could be avoided.  This means that both parties could come up with fair bargains.

Usually, the weak points of the trade do not become very obvious while negotiations are going on.  This could be caused by many factors.  In cases when both parties involved in the trade are fair and honest in their dealings, such weak points could still occur because of miscommunication.  This is particularly common when it comes to trading that is done through the internet, where communication may not be as effective as when the parties involved actually sit and discuss. With post trade processing though said vulnerabilities could be discovered.  This happens when the parties go through the details of the transaction.  This is why post trade processing should be part of the agenda as an important process.

Ownership of stocks that are subjected to a trading transaction is the main concern.  Apparently, unless the papers related to the ownership of stocks or commodities are not transferred to the buyer, the trade may be deemed as unconsummated.  However, the transfer of records of ownership does not occur immediately.  It happens after a lengthy process of negotiation between the seller and the buyer. Once the deal is done, the transfer could be carried out as part of the post trade processing.  Such transfer of ownership rarely happens before the post trade processing.

Another agenda that should be tackled during the negotiation or transaction is the transfer of securities or cash.  A clear process should be implemented in this regard, one that is beyond the suspicion or doubt of either party.  This too is part of post trade processing.   Details about the procedure for the transfer may be discussed during the actual transaction.  However, these should be reiterated by both parties during the post trade processing.  The absence of such could lead to mistrust that could result in either party being labeled in a negative way, which is definitely not an advantage for traders.

There are cases when it is through post trade processing that adjustments are made; ones that may absolutely change the nature of the previous transaction.  This is primarily because of the fact that the market is constantly fluctuations.  If the fluctuations do not create a huge difference in the prices, then the adjustments may not be necessary.  However, if the prices on the trade were based increases or decreases sharply, then there may be a need for adjustments during the post trade processing.