Chris Caliendo’s Post

The SEC’s new 13f-2 rule introduces new challenges for short sellers to identify which positions meet the reporting requirements and how to consolidate the necessary data. PB Optimize has built a solution for each of these challenges. Contact a member of our sales team at [email protected] to see how our solutions can help your firm. #PortfolioFinance #AssetManagers #HedgeFundsTechnology

The SEC’s new 13f-2 rule introduces new challenges for short sellers to identify which positions meet the reporting requirements and how to consolidate the necessary data. PB Optimize has built a solution for each of these challenges. Contact a member of our sales team at [email protected] to see how our solutions can help your firm. #PortfolioFinance #AssetManagers #HedgeFundsTechnology

The SEC’s new 13f-2 rule introduces new challenges for short sellers to identify which positions meet the reporting requirements and how to consolidate the necessary data. PB Optimize has built a solution for each of these challenges. Contact a member of our sales team at [email protected] to see how our solutions can help your firm. #PortfolioFinance #AssetManagers #HedgeFundsTechnology

The SEC’s new 13f-2 rule introduces new challenges for short sellers to identify which positions meet the reporting requirements and how to consolidate the necessary data. PB Optimize has built a solution for each of these challenges. Contact a member of our sales team at [email protected] to see how our solutions can help your firm. #PortfolioFinance #AssetManagers #HedgeFundsTechnology

The SEC’s new 13f-2 rule introduces new challenges for short sellers to identify which positions meet the reporting requirements and how to consolidate the necessary data. PB Optimize has built a solution for each of these challenges. Contact a member of our sales team at [email protected] to see how our solutions can help your firm. #PortfolioFinance #AssetManagers #HedgeFundsTechnology

The SEC’s new 13f-2 rule introduces new challenges for short sellers to identify which positions meet the reporting requirements and how to consolidate the necessary data. PB Optimize has built a solution for each of these challenges. Contact a member of our sales team at [email protected] to see how our solutions can help your firm. #PortfolioFinance #AssetManagers #HedgeFundsTechnology

The SEC’s new 13f-2 rule introduces new challenges for short sellers to identify which positions meet the reporting requirements and how to consolidate the necessary data. PB Optimize has built a solution for each of these challenges. Contact a member of our sales team at [email protected] to see how our solutions can help your firm. #PortfolioFinance #AssetManagers #HedgeFundsTechnology

❗Are you facing challenges when it comes to navigating your distribution channels? Is your current setup prone to errors and financial discrepancies? Manual processes and inadequate system controls can lead to potential annual losses of £1.2M. FE fundinfo's Fee & Distribution Channel Management Solution offers streamlined, secure operations to mitigate these risks. ➡️ Learn more or request a meeting with Olivier GNOS here: https://hubs.ly/Q02GxtBB0 #AssetManagement #CostSavings #FinancialEfficiency #DistributorRelationships #Rebates #FeeManagement #OperationalEfficiency

In light of recent market developments, EAMs are encountering the challenge of swiftly gaining an overview of their current exposures and keeping track of key levels for their structured products. This complexity is heightened by the involvement of multiple custodian banks and brokers. EasyView's portfolio and order management modules offer a solution to this challenge. Our clients can efficiently filter and assess their firm's overall exposure and easily monitor all their structured investments across various issuers, streamlining their oversight and management processes. Learn more: www.easyview.com.hk #EasyView #portfoliomanagement #EAM #Familyoffice

❗Are you facing challenges when it comes to navigating your distribution channels? Is your current setup prone to errors and financial discrepancies? Manual processes and inadequate system controls can lead to potential annual losses of £1.2M. FE fundinfo's Fee & Distribution Channel Management Solution offers streamlined, secure operations to mitigate these risks. ➡️ Learn more or request a meeting with Olivier GNOS here: https://hubs.ly/Q02GxtBB0 #AssetManagement #CostSavings #FinancialEfficiency #DistributorRelationships #Rebates #FeeManagement#OperationalEfficiency