Date: 01 January 2016
Operational risk and its mitigation is a pertinent topic right now. The new regulatory environment is forcing asset managers to adhere to strict operating and reporting standards; investors are demanding tight operational controls to protect their assets; managers are seeking to minimise middle and back office costs whilst delivering against these growing demands...
Read more >>Date: 01 January 2016
As a relatively young company with a sole purpose of delivering reconciliation solutions we have perhaps a unique perspective on the role of reconciliation in securities operations and the direction that these systems should be taking...
Read more >>Date: 01 January 2016
This paper provides an outline statement of what we consider to be best practice with respect to the use of reconciliation software used by asset managers...
Read more >>Date: 01 January 2016
This paper focuses on data consolidation for asset reconciliation within hedge funds and long only asset managers...
Read more >>Date: 01 January 2016
This paper focuses on the operational control requirements of a buy-side securities trading firm with particular reference to post trade reconciliation...
Read more >>Date: 26 January 2021
Any project is likely to have delays but how can these be minimised when implementing a reconciliation solution or any software solution for that matter? Vendors often pride themselves on rapid implementation but if all the other parts of the project aren’t also given enough consideration it can make for frustratingly long delays or even a poor outcome. In this paper Tom Wheatley, COO of Watson Wheatley, covers the different stages of implementations and makes suggestions for optimal onboarding of new systems.
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