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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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Helping Mutual Fund Clients Do More With LessThe past several years have marked a new era for the way in which mutual fund companies do business. Changes in the regulatory landscape have played a large part in this evolution, as proposed legislation has called for enhanced risk management and increased oversight of mutual funds, as well as for an increase in transparency through the use of additional disclosures and reporting. In order to be ready for the new requirements, fund companies may need to implement additional systems, which may lead to greater expenses. Author: Jay Nusblatt
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European Securities Settlement: Steps Toward HarmonizationThe evolution of the European Union (EU) has meant rapid integration across its member nations to form a more cohesive governance model. Much of this transformation has occurred in the financial markets, from the creation of the European Central Bank to the adoption of a common currency. As a way to bring about further harmonization among its various financial markets, European leaders have agreed that a uniform schedule must be implemented for trade settlement across the different EU nations. Author: Jim Cecere
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A Clear Case for ChangeReprinted with the permission of Financial-i The move to central clearing for OTC derivatives is causing consternation, especially amongst fund managers, and many foresee changes in investor behaviour to avoid charges when the new regulations come into force. This article was first published in Financial-i Q2 2011. www.financial-i.com. Authors: Jonathan Bowler, Christopher Coleman
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ETFs 2.0: The Next Wave of Growth and Opportunity in the U.S. ETF MarketExchange Traded Funds (ETFs) in the U.S. have never been more popular, and while the market has never before been so crowded, it is also ripe with potential for firms willing to innovate. This report looks at the state of the nascent ETF market and the reasons behind its boom in recent years. It explains why ETFs are entering the mainstream, how they are redefining investment management and how asset managers can still tap the vigorous growth of this industry with products that are passive, active, or somewhere in between. Author: Joe Keenan
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Tax-Transparent Investing Via Common Contractual FundsReprinted with the permission of IndexUniverse LLC Asset pooling allows investors to pool their assets in order to co-invest. It is used by investment companies to offer investors of varying scale access to specialised investment products. This article outlines the benefits available to institutional investors who choose to invest their assets via a tax-transparent pooling structure such as the Irish Common Contractual Fund (CCF). Properly establishing the infrastructure to support a CCF requires a degree of effort, but the benefits make it worthwhile. In collaboration with Shawn Travis and Mark Cerimele of The Vanguard Group, Inc. Author: Kerry White
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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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GCC Asset Servicing Roundtable - Asset Servicing in a High-Growth Region: The Risks & RewardsReprinted with the permission of Berlinguer Ltd Helped by strong oil prices and increased government spending, the Gulf Cooperation Council (GCC) countries are witnessing a return to robust growth. Despite some political instability, the region should continue to advance, sustained by population growth, a growing labour force and rising savings. Moreover, reform efforts have been moving ahead across the region. Against this backdrop, some of the region's asset management and asset servicing experts provide their insights into the continuing reforms, opportunities and challenges for their particular business segment. Author: Brian Leddy
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Insurance IT Roundtable - Regulation Overload Sparks IT Re-thinkReprinted with the permission of Euromoney Institutional Investor PLC The regulatory changes that have occurred or are being anticipated in the future are forcing insurance companies to review and rethink how they do things internally. The demands that are being forced on the back and middle office operations of insurance companies are increasing. Learn how the various regulatory initiatives globally are affecting insurance firms' technology demands. Authors: Peter Keaveney, Jason Knight, John Lehner
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ETFs: Growing UpReprinted with the permission of Asset International, Inc. Exchange-traded funds have been lauded for their efficiency and cost effectiveness over traditional fund structures. As their global and market expansion quickens, Joe Keenan, head of Global Exchange Traded Fund Services at BNY Mellon Asset Servicing, speaks with Global Custodian about what is behind the growth and what the world's largest global custodian can do for ETFs as they evolve. Author: Joe Keenan
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