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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 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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