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MiFID II Transaction Reporting Challenges for the Buy-Side

We discuss the key role that technology plays in helping buy-side firms achieve compliance with the regulation’s extensive trade and transaction reporting requirements. Technology solutions must integrate dozens of reporting fields from disparate OMS/EMS, legal...

Two Approaches to Buy-Side Scenario Analysis

Buy-side firms increasingly offer a diverse set of funds and products to meet the risk appetites and investment objectives of their institutional clients. Multi-asset, long-only, and leveraged portfolios all have very different characteristics that require front and...

Understanding Mortgage Prepayment Models

U.S. agency residential mortgage-backed securities (RMBS) are the largest and most liquid securitized asset class in the world. Pooling thousands of individual mortgages into a standardized security lets investors easily gain exposure to this important asset class....

A Buy-Side Framework for Managing OTC Derivatives

Learn how several regulatory and structural drivers are affecting buy-side usage of OTC derivatives, leading to higher trading costs and a fundamental reshaping of technology infrastructure for managing derivatives. Charles River Development discusses those challenges...