Migration project successfully completed
We completed a migration project with 4 master funds and many segments in mid-August with satisfaction on both sides. Despite a tight...
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Mar 9, 2021
Conversion of Investment Guideline Monitoring to SimCorp Dimension
We support a global asset manager with the migration of investment guideline monitoring to SimCorp Dimension. In the first step, we are...
May 26, 2020
Investment Compliance Implementation on Charles River IMS
We support an global asset manager in investment compliance implementation on Charles River IMS as part of an overall strategic...
Mar 23, 2020
Institutional Client Onboarding with FundDesigner
A German full service asset manager / fund admnistrator is now using FundDesigner for institutional client onboarding. In cooperation...
Feb 3, 2020
Conversion of Investment Compliance Monitoring to SimCorp Dimension
We support an independent, global asset manager in migrating investment compliance monitoring to SimCorp Dimension. In the first step, we...
Oct 15, 2019
We are implementing Bloomberg Compliance Manager (CMGR)<go> for an international bank
As of today, we are once again delighted to implement the Bloomberg Compliance Manager CMGR. In this case, it is about the contractual...
Jan 21, 2019
...one more Blackrock Aladdin® Go-Live
We did it again – and went live today with one more global asset manager on Blackrock Aladdin®. Apart from a few typical pre-trade master...
Jun 7, 2017
Transformation of AM processes to Blackrock Aladdin
We now support a global asset manager in transforming its AM processes and implementing several thousand funds and mandates into...
Jan 10, 2017
Standardization and Implementation of Investment Compliance in Bloomberg AIM
We currently advise a global asset manager to standardization and implementation of the investment compliance in Bloomberg AIM What we do...
Jun 1, 2016
Training: Investment controlling according to KAGB
On June 14, 2016, we train asset managers, fund administrators and depositaries/custodians in the open training course “Investment...
Jan 21, 2016
Management and automated implementation of contractual fund specifications
With the introduction of the Averroes FundDesigner® LBBW Asset Management Investmentgesellschaft mbH has set a milestone in the...
Oct 30, 2015
Implementation of Austrian regulations in the investment guideline monitoring
For an international Full Service Asset Manager we are currently implementing Austrian regulations in MIG21: InvFG, WPV, AIFMG, DRMV,...
Dec 14, 2014
Thank you! Yet another asset manager opts for FundDesigner®
A german full service fund manager organises investment guideline management with FundDesigner®, incl. guideline feed into his investment...
Nov 18, 2013
Migrating Investment Compliance to Aladdin®
We support a global Asset Manager migrating the Investment Compliance to Blackrock Aladdin®. Starting today.
Aug 9, 2013
Migration of Ex-ante Compliance Monitoring to Charles River IMS
While replacing the front office system of a German asset management company we migrated the ex-ante compliance monitoring from the...
Jul 17, 2013
Implementing Pre-trade and Ex-post Investment Guideline Monitoring to Charles River
Averroes Concept Lounge GmbH implemented pre-trade and ex-post investment guideline monitoring for approx. 1500 funds and agreements of...
Jul 4, 2013
How to Recognise and Treat Active Non-Compliance with Investment Guidelines in Funds – for Custodian
Custodian banks are controlling the lawful fund administration and are, pursuant to the custodian bank circular, also facing the daily...
Jun 23, 2013
Realignment of Pre-trade and Ex-post Investment Guideline Monitoring
For an asset management company, Averroes Concept Lounge GmbH researched a possible realignment of pre-trade and ex-post investment...
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