Eric Maldonado

SS&C ALPS Advisors explores the concepts of Generative Artificial Intelligence, parses the narratives and identifies potential implications for investment portfolios. https://ow.ly/ZgNC30sC1Y9

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TransUnion designed an informative infographic showcasing a summary of our Q2 2024 Credit Card Industry Insights Report. Explore it now to discover data-driven insights into current, key developments and trends in the credit card landscape: https://gag.gl/BeBAyr

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Explore how our learning solution has empowered banking customers to achieve business success!

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Broadridge's annual U.S. Investor Study gives you valuable insights into the holdings of U.S. retail investors, helping asset managers, broker-dealers and advisors understand the national investment landscape better. “Our Study provides key insight into investor habits and sales channels, with the goal of delivering valuable data to inform investment product strategy and investment advice in the year ahead,” says Dan Cwenar, Head of Broadridge Data and Analytics. Take a closer look at the insights into investor holdings and sales channels to empower you in making smarter, more informed business decisions. http://spklr.io/6049qE7T #AssetManagers #Advisors #Investors

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Our monthly Credit Industry Snapshot report summarizes key credit metrics for the four major loan verticals: credit card, auto finance, mortgage and unsecured personal loan. Lenders, click here for the latest insights on consumer credit trends to help guide your business strategies: https://gag.gl/YY6hJZ

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In the latest episode of the ION Markets Quick Takes podcast series, Chris and I take a closer look at Credit Support Annexes (CSAs), how they influence derivatives portfolio valuation, and how CSA mechanics shape trading strategies. Tune in today for more details.

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Fractionalizing treasury bills is here. Another partner launch! This lets broader consumer markets save for short-term goals in lieu of only holding cash. Using NerdWallet? Check out the new feature! 👏 👏 👏 ~~~ "The challenge that Nerdwallet and Atomic set out to solve is how can we make treasury bills behave and feel like cash. When you think about treasury bills today, they’re much less flexible than cash in the sense that you have to buy them in the secondary market, and in increments of $1000. We built technology to fractionalize ownership of treasury bills so you could actually purchase in increments of one cent. Which means if you put it into an account, you can actually deposit and spend as well in increments of one cent." -David Dindi ~~~ #digitalwealth #makewealthaccessible Atomic Invest

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Data governance isn't just a compliance checkbox, it's a critical part of protecting the integrity of our operations and the trust of our clients. The recent $1.4 million fine imposed on BNY Pershing by FINRA for data governance flaws serves as a stark reminder of the importance of robust data management practices in financial firms. As I often say, financial firms should use multiple data sources for the same information. At Exchange Data International (EDI), we recommend this approach because it helps firms identify and fix discrepancies, leading to a single, reliable ‘golden copy’ of the data. This single, trusted version of data is crucial for the security master file and ensures accuracy across all downstream applications, from trade confirmations to customer reporting. Read more: https://lnkd.in/evNj3fbM

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If you find yourself spending too much time managing your derivative's data I would love to have a conversation. SmartStream Reference Data Services can help reduce your cost and increase data accuracy. #Derivatives are our specialty!

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Q2 2024 saw an 8.75% increase in dollar volume trading of international securities on OTC Markets Group. Learn more about how the trading of international securities continues to be the driving force of volume on our markets. https://lnkd.in/ebMjWxu7

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High Impact PortCo Leaders Helping PE Sponsors Achieve EBIDTA Targets As seen in Hunt Scanlon Media's recently released 2024 Private Equity Recruiting Report, Tim Tolan, founder, executive chairman, and managing partner, and Tim Russell, head of business development and managing partner at The Tolan Group, sat down with our editors to discuss their longstanding role as #talent advisors to private equity (PE) firms, and how they have always embraced a consultative approach. "Typically, we provide #portco talent from the director level to the C Suite as well as individual contributors depending on the clients’ talent needs," said Mr. Tolan. "We place CEOs and CFOs on a regular basis but in most cases, we are called on time and time again when there is a need to upgrade talent for a given role. It’s not uncommon for us to be asked to build the entire team across a given platform. One example comes to mind for one of clients where we completed 15 search assignments including directors and VP level roles over the course of 18 months. As the platform continued to grow, they needed more expertise and talent to support their #growth." To read more, and download the full report, please visit: https://lnkd.in/efMupGRk

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Just when you think the Deposits cycle was beginning to normalize - the market starts shifting. Check out our latest insights State of US deposits ebook that summarizes some of the latest trends by various bank sizes and products.

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I am proud to share the 28th edition of Capgemini’s World Wealth Report which launched today.,   Lifted by rebounding stock markets and optimism for a brighter economic outlook, we find global HNWI population and wealth erased 2022 declines reaching record levels, putting HNWI trends back on a growth path. North America posted the most robust recovery, expanding by 7.2% in HNWI wealth and 7.1% in HNWI population.   For wealth management firms, this is a pivotal moment to deepen their understanding of clients' evolving behaviors and expectations. In our view, given the increasing unpredictability across the economy, winning and retaining the lucrative ultra-HNWI – holding over 34% of HNWI wealth and just 1% of the HNWI population – is essential to profitable growth.   The strategy for the industry’s success will be threefold: ✅Be prepared to provide robust and tailored investment opportunities that strike the right balance between wealth preservation and growth ✅Turbocharge client intimacy with AI-powered behavioral finance to enhance personalization and customer relationships ✅ Become a one-stop through ecosystem partnership and collaborate with family offices   We cover in detail how firms can chart their path towards sustained profitability and create the foundation for solid, long-lasting relationships with clients: https://bit.ly/4dNiEoY   #WWR24 #AI #HNWI

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Download the latest Credit Industry Snapshot to gain exclusive access to month-over-month comparison highlights from our November 2024 report — which includes consumer credit metrics for auto, bankcard, mortgage and unsecured personal loan. Dive into all the findings here: https://gag.gl/9il4SO #CreditIndustry #CreditInsights #Lending #IndustrySnapshot

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Consumer Technology Association joined our association colleagues in sending this memo to the congressional committees of jurisdiction for international trade precisely because we believe that USTR can and should address harmful barriers to digital trade in foreign markets. Sitting back, “pausing”, ignoring barriers or pretending they don’t exist, and doing nothing is not a posture the Congress should accept for USTR. But perhaps other USG agencies can pick up the USTR slack. #digitaltrade #PutUSbackinUSTR #consumertech

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🌎 Stay-up-to-date with the latest COP29 conference in Baku, Azerbaijan. Read the latest blog by our ESG sub brand Holtara: https://okt.to/aQqwOT The blog covers crucial topics like advancements in carbon markets, the ongoing challenges with emissions reduction commitments, and the debates surrounding fossil fuel phase-outs. Stay informed on the latest developments and understand how these challenges could impact your ESG strategy. #COP29 #COP30 #ClimateChange #ESG #CarbonEmissions

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It was a pleasure speaking with Risk.net to uncover how firms are adjusting their strategies and capabilities to embrace a more holistic view of risk. At S&P Global Market Intelligence our offering is evolving to provide insights across all risk domains – credit, market, operational – with a particular focus in areas related to AI, private markets and private credit, climate and supply chains, as well as third-party risk management. The full interview is available to read here: https://okt.to/WDvV98 #definitiveriskintelligence #creditrisk #marketrisk #operationalrisk

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Insightful report by Shenal Kakad highlighting the increased interest in Private Equity from family offices and HNWIs to capture higher returns. Also includes a great interview with Lord Jitesh Gadhia about opportunities and access to private markets. #privatemarkets #privateequity https://lnkd.in/e7uQuC88

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