PB Optimize has a solution to solve for the upcoming 13f-2 regulatory requirement by identifying the positions and data which funds are required to report to the SEC. Contact a member of the PB Optimize sales team for more information at [email protected]. #PortfolioFinance #AssetManagers #HedgeFundsTechnology
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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
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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
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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
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Are you interested in the Common Domain Model and how it can make your digital documentation or collateral representation processes more efficient, but you don't know where to start? Check out the new Start-Up Guide for CDM Collateral use cases.
ISDA has developed collateral management solutions that apply the Common Domain Model (CDM) – a free-to-use data standard for financial products, trades and lifecycle events. These digital documentation and collateral representation use cases have a common goal of driving efficiency and interoperability and reducing operational, liquidity and counterparty risks. ISDA has launched a new start-up guide to help firms with implementation of the CDM. The guide includes six modules and is structured as a set of short tutorials, giving users the opportunity to interact with the CDM and understand the features and tools available. Click here to download the guides and view ISDA’s suite of collateral initiatives: https://lnkd.in/eaRKeKVw
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❗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
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❗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
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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
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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
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Senior Sales Vice President at Fidelity Investments - Fidelity Institutional Wealth Management Services
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
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How much do you know about asset classes in regulatory transaction reporting? Test yourself with this question in regards to the field 'Exchange rate basis' and which asset class it falls under. You're on a timer, so think fast! #TestYourKnowledgeThursday #TransactionReporting #RegulatoryReporting #Regtech
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