Reconciliation Comes Into Focus Again

Asset safety means more than simply an independent reputable custodian holding the assets under management. High profile frauds exposed during the financial downturn have highlighted the need for processes that ensure timely and accurate recording of assets plus an...

Better vs. Best Practices

With the recent turmoil in the markets, the investment management industry has entered yet another chapter of dramatic change. A myriad of internal and external factors have created significant challenges for those responsible for managing the firms’ operational...