February 8, 2008
Volume IX, Issue III
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?

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.

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Ending the Year-End Close Blues

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.

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FOR MORE INFORMATION

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CONTACT

Mark Bramley
(617) 648-0923
Email us



PRESS RELEASES

5/21/2015
SS&C GlobeOp Forward Redemption Indicator: May notifications 4.68%

5/13/2015
SS&C Unveils Precision LM™ at its 2015 Investment Intelligence Summit


EVENTS

June 2, 2015
ALFI’s US Breakfast Briefing: Practical Insight on marketing and distribution in Europe under AIFMD
The Lamb’s Club
New York City, NY
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June 7 - 10, 2015
IASA Annual Conference
Mandalay Bay
Las Vegas, NV
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PRODUCT ALERTS

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