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February 8, 2008  |   Volume IX, Issue III
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Mark Bramley
(617) 648-0923 | Email
SOFTWARE & SERVICES EBRIEFING

Asset Management


Software & Services eBriefing
2007 was a Record Year for Options Trading

The Options Industry Council (OIC) recently reported that a new annual volume record was set in 2007, with a total of 2,862,826,218 contracts changing hands. This surpassed 2006's record by 41.18 percent. With all this volume, how can you ensure that you have the correct pricing information when you need it?

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How Do You Measure Success?

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In the field of wealth management, success is often measured by the performance of a portfolio relative to a certain benchmark. However, success may also be measured by how well a portfolio aligns with a client's objectives, risk profile and time horizon, and how well the investment advisor reacts to changes in a client's circumstances and the market.

Ending the Year-End Close Blues

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Since most companies are still on a December 31st year-end, you have probably just finished or are currently finalizing your year-end numbers. The year-end close is one of the most significant financial accounting reporting events of the year.
SS&C Blog
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