by Edward Haslam | Sep 1, 2010 | Newsletter
On a daily basis, many buy-side firms are required to execute cash wire money movements for a variety of routine operations and accounting needs. Given the multitude of portfolios, broker accounts, counterparties and prime brokers, the process of initiating,...
by Mitch Schulman | Sep 1, 2010 | Newsletter
While brainstorming the topics for this newsletter, I came across a song by Bob Dylan titled “Forever Young” (1974). One verse struck me in particular. It states, “May you have a strong foundation when the winds of changes shift.” The words seem so simplistic, yet the...
by Mitch Schulman | Sep 1, 2010 | Newsletter
The operational infrastructure of an investment manager is the very essence of what gives it life. Maintaining and enhancing it is especially complex, due to the ever changing and interrelated combination of client demands, regulations and investment products and...
by Scott Prince | Sep 1, 2010 | Newsletter
CRM’s primary roles within the alternative investments sector are to store and track data, and provide reports associated with investors, potential investors and their associated contacts. However, CRM is also about gaining/having capabilities. For companies that view...
