In this issue:
Institutional Asset Management
Outsourcing Means Having Options
Outsourcing continues to be a hot issue for investment managers of all sizes. By outsourcing certain IT and back office processes, you can save time and money, free up in-house staff for higher-level tasks, and tap into valuable skill sets your firm may lack internally. Some fear a loss of control over their business. A critical success factor is to clearly establish at the outset what you want to accomplish from an outsourcing arrangement.
Commercial Lending
Advancing Loans Based on Solid Underwriting
When determining whether to advance a loan request to the next stage, you need to wade through a lot of information. Without the right screening criteria and tools, you can waste time underwriting loan applications that are deficient from the start. The two most basic measures are debt service coverage and loan-to-value ratios.
Financial Institutions
Managing Problem Loans
Problem loans are a painful but unavoidable part of any financial institution's lending program. There is no cure, but dealing with them sooner rather than later, as well as putting a solid procedure in place that loan officers can depend on can ease the pain.
Hedge Fund & Family Office
Handling Increasing Trade Volumes
Every hedge fund manager is aware that trade volumes have been increasing dramatically. To the back office professional, increasing trade volumes in equities, foreign exchange and treasuries means more problems can occur during reconciliation. Add to that, more trading in exotic derivatives, exchange traded options and mortgage-backed securities, and the complexity of reconciliation increases.
Insurance & Pension Funds
Risk Based Capital Requirements
Insurers writing variable annuity policies are using numerous features to minimize the risk for policyholders. The problem is that the new features don't correlate well with risk-based capital requirement regulations developed in the early 90s. Now regulators want to ensure that insurers are reserving enough for the new risks they have assumed.
Municipal Finance
Recycling Loan Receipts
Recycling is when part or all of the specified monthly student loan receipts are used to buy additional new loans. The recycling period could range from six months to 2 years depending on the deal structure of the issuance. Having the right system can help you easily structure cash flow models to use any monthly excess spread/surplus or part of the loan receipts to purchase additional loans.
Real
Estate Property Management
Hurricane Coverage
Insuring commercial properties against hurricane-related damage is never straightforward. Typically, owners will have a hodgepodge of exclusions, limits, or additional insurance to make sure they have comprehensive coverage. Determining where your coverage begins and ends, and what is covered and what is not, can be confusing.
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Fortnightly, we bring you the latest business and software issues that impact how investment and financial managers can use technology to their advantage.
Featuring:
Outcome-Based Sourcing Addresses Insurance Imperatives
Featuring:
The Ten Pillars of Straight Through Processing
FMC Product Suite
Treasury & Capital Markets Processing
Wealth Management
Fund Administration
Portfolio Management & Accounting
Outsourcing
Trading
Property Management
Financial Modeling
Online Backup and Recovery
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