Simplifying Buy-Side Operations with SaaS

Tom Driscoll, Global Managing Director, on the benefits of combining software, data, infrastructure, FIX Network and other services with Charles River’s SaaS-based deployment. Visit the services overview page and read the press release on Charles River's Global ISO...

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Two Approaches to Stress Testing

Stress tests are risk management tools widely used by both institutional investment managers and regulatory authorities. While annual Dodd-Frank Act stress tests of large financial institutions garner lots of media coverage, the same tools are applied by portfolio...

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Buy-Side Data: Getting it Right

Data management and provisioning are two of the biggest challenges facing buy-side firms. Front and middle office operations require significant amounts of pricing and security reference data from a number of disparate sources. The individual vendors of those data...

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An Execution Analysis Framework

Regulators and institutional investors are demanding that buy-side firms demonstrate “best execution” for fixed income instruments. But defining the term in a fixed income context is rather subjective. While regulators are working on a detailed definition that...

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Easing the e-Trading Transition

The massive changes in fixed income markets since 2008 have been widely discussed; see these Institutional Investor and BIS articles for an in-depth analysis. Shrinking liquidity and limited price transparency pose significant problems for credit desks, leaving...

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MiFID II – Uncertainty Abounds

No one doubts that MiFID II will have a major impact on investment management in the European Union, from changes in venue requirements to execution data tracking and post-transaction transparency. However, there’s a lot of uncertainty as to how Buy-Side firms should...

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MiFID II – Preparing for Change

The implementation of MiFID II will have a major impact on investment management in the European Union, from changes in venue requirements to execution data tracking and post-transaction transparency. This extensive regulation presents significant changes in the...

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