Jun 26, 2020One more FundDesigner client in Switzerland!A Swiss financial institution chose FundDesigner to comprehensively manage investment guidelines with FundDesigner modules Investment...
May 26, 2020Investment Compliance Implementation on Charles River IMSWe support an global asset manager in investment compliance implementation on Charles River IMS as part of an overall strategic...
Feb 3, 2020Conversion of Investment Compliance Monitoring to SimCorp DimensionWe support an independent, global asset manager in migrating investment compliance monitoring to SimCorp Dimension. In the first step, we...
Oct 15, 2019We are implementing Bloomberg Compliance Manager (CMGR)<go> for an international bankAs of today, we are once again delighted to implement the Bloomberg Compliance Manager CMGR. In this case, it is about the contractual...
Jan 10, 2017Standardization and Implementation of Investment Compliance in Bloomberg AIMWe currently advise a global asset manager to standardization and implementation of the investment compliance in Bloomberg AIM What we do...
Jun 1, 2016Training: Investment controlling according to KAGBOn June 14, 2016, we train asset managers, fund administrators and depositaries/custodians in the open training course “Investment...
Aug 9, 2013Migration of Ex-ante Compliance Monitoring to Charles River IMSWhile replacing the front office system of a German asset management company we migrated the ex-ante compliance monitoring from the...