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March 24, 2017  |   Volume IX, Issue LXXIV
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Municipal Finance

Software & Services eBriefing
Simplifying the Marks-Roos Bond Pooling Act

Introduced in 1985, The Marks-Roos Act was created to allow local California agencies greater flexibility by pooling loans for financing public infrastructure at reduced borrowing costs. As it is today, pooled financings have many moving parts and can be quite complicated. Here is how you can make it simpler for you.


TRACE for treasuries: Are you ready?

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Since the original Trade Reporting and Compliance Engine (TRACE) rule was enacted by the Securities and Exchange Commission in 2001, it has experienced many reporting requirement changes and amendments. The latest change, effective July 10, 2017, will require FINRA member firms to report transactions executed in Treasury securities to TRACE as defined in Regulatory Notice 16-39. Are you ready for these changes?

Address technology gaps to increase efficiency

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Are you struggling to account for and manage your loans? If yes, it’s likely your current systems are significantly affecting your efficiency. The good news is that with focused attention and effort, you can bridge your technology gaps. Let’s figure out where you need those bridges and how to start building them.
SS&C Blog
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Mar 21, 2018
SS&C GlobeOp Forward Redemption Indicator: March notifications 2.91%

Mar 20, 2018
NorthCoast Asset Management Selects SS&C to Deliver Investment Operation Transformation

Mar 21, 2018 - Mar 22, 2018
CECL 2018 Congress
Marriott Downtown
New York City, NY

Mar 26, 2018 - Mar 27, 2018
InvestOps USA
Grand Hyatt Tampa Bay
Tampa, FL

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