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Focus On: Ucits IVReprinted with the permission of Pageant Media As the hedge fund sector adapts to the arrival of Ucits IV, four industry experts share their thoughts on how regulation is playing a bigger part in fund management. David Claus, head of offshore BNY Mellon Asset Servicing, took part in the roundtable discussion for LatAm Fund Manager magazine. Author: David Claus
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Exploring the Possibilities of SubaccountingReprinted with the permission of Institutional Investor News Today more than 150 million mutual fund accounts are cleared through the use of subaccounting -- up more than 600% over the past 10 years. Subaccounting has grown to be the preferred method of clearing mutual fund accounts. allowing broker-dealers to aggregate more of their clients' accounts, Opportunities abound as new ways of using this aggregated data are developed into effective tools, helping broker-dealers distribute funds to their clients, and helping fund companies manage assets efficiently. Author: Elisa Colkitt
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The Continued Evolution of Technology and Process in a Subaccounting WorldBroker-dealers seeking greater efficiencies have fueled the trend to Subaccounting over the last 10 years, but it is its growth in the past four years that has cemented the process as an industry standard. Author: Elisa Colkitt
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Focus on: Investing in BrazilReprinted with the permission of Pageant Media As fund markets within the Latam region continue to improve their standing as investment destinations, Alberto Elias of BNY Mellon takes a look at the advantages Brazil holds. Author: Alberto Elias
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VIDEO: Grasping GIPS - Understanding New Global Investment Performance StandardsGlobal Investment Performance Standards underwent major revisions in 2011. Bruce Feibel, Managing Director, BNY Mellon Asset Servicing talks about the impact of the changes and how these revisions, along with existing GIPS provisions, help investment managers transparently present and communicate performance information to prospective investors. Author: Bruce Feibel
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Key Elements of CCO Oversight of Service ProvidersReprinted with the permission of Institutional Investor News Rule 38a-1 under the Investment Company Act of 1940 requires that investment companies adopt comprehensive compliance programs including written policies and procedures and designation of a chief compliance officer (CCO). For fund clients that have limited resources or choose not to build the infrastructure needed to comply with all requirements of Rule 38a-1, service providers can fulfill an important function -- providing CCOs with the necessary tools, information and insights to meet their oversight obligations. Author: Martha Fox
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Investment Portfolio Data ManagementEvery industry presents its own challenges to successful data management. Terry Jenkins, Principal Analyst - Eagle Investment Systems, examines the factors that make investment portfolio data management unique and outlines how four key data management activities -- data integration, data quality, data enrichment and business intelligence -- must be organized to support the particular needs of financial institutions. Author: Terry Jenkins
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VIDEO: New Dynamics - The Changing Landscape for Asset Servicing in EMEAHani Kablawi, Head of Asset Servicing for Europe, Middle East and Africa explores the key priorities for institutional investors as they seek to grow and transform their businesses in today's challenging and evolving environment. Author: Hani Kablawi
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An Examination of the Latin American Pension Systems - The Challenges AheadLatin America's economic ascendancy exemplifies the success in debt and inflation management and the solidification of democratic rule. While not facing the imminent demographic challenges of the developing world, the long-term macroeconomic viability of the region is predicated upon building upon prior structural reforms, namely pension reform to ensure popular expectations are met within the realm of fiscal responsibility. To achieve this objective, public-private partnerships will need to consider certain recommendations. Author: Michael Kalavritinos
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Latin Trade, Investment Prospects and the U.S. ElectionReprinted with the permission of The Rio Times, Inc. In the context of the Presidential election, it remains to be seen what prominence U.S.-Latin America trade relations are afforded, but the opportunities in a region that boasts some of the world's fastest growing economies should not be missed. Author: Michael Kalavritinos
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