Due Diligence: An Asset In Your Arsenal

Due Diligence: An Asset In Your Arsenal

Jane Stabile, IMP's President, interviews Matt Gould in this short (7 minute) podcast to discover how firms can prepare for a due diligence review, and how due diligence can ultimately improve a firms business.

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MiFID II Across Five Areas of Focus

MiFID II Across Five Areas of Focus

The primary purpose of MiFID II is to enhance and strengthen “MiFID I.” However, MiFID II is a complicated, winding road of directives. The areas of business impacted cover everything from the investment decision, all the way to client reporting. The systems impacted span from the front to back office. To break the enormity of MiFID II for the sake of sanity, we will cover five main areas of focus.

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If You’re Sticking with PORT – Don’t Just Sit There!

If You’re Sticking with PORT – Don’t Just Sit There!

It’s the first day after the cut-off for the POINT transition, and you are just settling down at your desk with the Wall Street Journal and a cup of hot coffee. You log in to your beloved performance system, expecting everything to look the same as the day before, and…surprise! You dropped the ball on the POINT to PORT transition.

Rewind back to January 2017. What could you have done differently?

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This Old Performance System – Visualizing the Gaps in Your POINT Transition Roadmap

This Old Performance System – Visualizing the Gaps in Your POINT Transition Roadmap

This Old House magazine closes every edition with a featured house in dire need of renovation. Typically, the homes are of historical relevance and have existed firmly in place for 100+ years. For those who can visualize how to transform the house beyond its former glory, the opportunity may seem like a dream come true. However, for those who have experienced the less glamorous side of restoration - such as upgrading the systems that drive the house including electrical, mechanical, heating and plumbing- the opportunity to transition can be overwhelming.   

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Preparing for Barclays POINT® to Bloomberg PORT – The Top 3 Tasks That You Can Do Today

Preparing for Barclays POINT® to Bloomberg PORT – The Top 3 Tasks That You Can Do Today

As we learned in the initial announcement, Barclays will continue to operate POINT for 18 months after the deal completes to help clients transition to other providers. This leaves a bit of lead-time prior to the deal completion plus 18 months to take the proper steps to ensure the right planning, budget and resources are in place. Focusing on the known entities can help you to prepare and persevere.

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Barclays POINT® to Bloomberg PORT – Why The Sky Isn’t Falling

Since the announcement in December that Barclays has agreed to sell its risk analytics and index solutions business to Bloomberg LP, there has been an underlying tone of skepticism in many of the articles, reports and commentaries that have popped up. Of course, a healthy dose of caution isn’t necessarily a bad approach; but the POINT to PORT conversion doesn’t have to mean that the sky is falling in portfolio analytics.

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