Buy-Side Cash Wire Movements: Current Practices and Meeting the Scrutiny of Audit and Control Reviews

by Edward Haslam | Sep 1, 2010 | Newsletter

This entry is part 2 of 4 in the series Newsletter Issue II - September 2010On 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...

Winds Of Changes: Have A Strong Foundation When They Shift

by Mitch Schulman | Sep 1, 2010 | Newsletter

This entry is part 1 of 4 in the series Newsletter Issue II - September 2010While 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...

Strategic Planning Process: The Renewable Roadmap That is a Must

by Mitch Schulman | Sep 1, 2010 | Newsletter

This entry is part 4 of 4 in the series Newsletter Issue II - September 2010The 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...

Implementing and Operating Your CRM: The Road to Successful Outcomes

by Scott Prince | Sep 1, 2010 | Newsletter

This entry is part 3 of 4 in the series Newsletter Issue II - September 2010CRM’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....