Author: Jake Daly-Leonard

Evaluate the Maturity of Your Derivatives Operations

There’s a classic line from The Simpsons: “The Springfield Police have told me that 91% of all traffic accidents are caused by you six guys,” followed by celebration at Moe’s.   While there is no centralized data source attributing the causes of pricing errors across investment operations, derivatives are often a significant contributor. At times, it

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Transforming Business Glossaries to Unleash Data Value

INTRODUCTION Most firms know their data is valuable but capturing that business value can be challenging. Studies show that poor data quality costs organizations an average of $15 million per year (Gartner, Actian). Data governance tools enable employees to independently validate how to use a given field or search for potential matches for a business

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Enhancing Efficiency in Corporate Actions for OTC Derivatives | Meradia | Two Business Persons Plan A Project

Enhancing Efficiency in Corporate Actions for OTC Derivatives

INTRODUCTION Every time a portfolio manager says, “What do you mean I can’t do that?” a new derivative type is born. I’m half kidding, there are undoubtedly robust regulations to attempt to limit irresponsible decisions from having an outsized impact on the market, but when red tape or cost gets in the way of something

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Reduce Risk and Enable Scalability in Derivatives Processing by Modernizing Processes and Technology

The accumulation of temporary workarounds in back and middle office operations can pose significant risks to firms. As new opportunities arise, scalability is often hindered. Fortunately, new vendor capabilities have made it easier to modernize these operations by integrating applications into IBOR or conducting a complete re-platforming exercise. Read this article to learn how to best utilize derivatives for modernizing operations.

by Jake Daly-Leonard, Consultant

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