We currently advise a global asset manager to standardization and implementation of the investment compliance in Bloomberg AIM
What we do in the project:
Conception and implementation of a new, global standard for investment guidelines
Development of global best-practice guides
Conception and launch of the first global template for investment guidelines
Know-how transfer to the customer employees
Development and launch of the first global template for investment guidelines
Conception and implementation of new standards in Bloomberg AIM including rule coding and testing (rule elements, standard rules, internal rules, regulatory rules, contractual rules)
Definition and commissioning of data requirements, coordination of the necessary activities, testing of the data deliveries
Support of the global project management
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