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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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Regulated Investment Company Modernization Act of 2010The bill, signed into public law on December 22, 2010, streamlines and updates technical tax rules with the objective of correcting inefficiencies, and addressing unintended tax consequences relating to the previous law governing the taxation of regulated investment companies (RICs). Business: Asset Servicing
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Securities Lending, Crisis Management and the Orderly Liquidation AuthorityIn the aftermath of the financial crisis, regulators are working to prevent another disaster similar to Bear Stearns or Lehman Brothers. In the U.S. and Europe, one answer has been to begin to create orderly unwind processes that allow both regulators and the markets to understand what will happen in the event a major institution is near default. International organizations are looking at cross-border resolution capabilities given the interconnectedness of the global financial system. This report evaluates recent government efforts and their potential impacts on beneficial owners in the securities lending market.
In collaboration with: Finadium LLC |
Insights in the ETF MarketReprinted with the permission of Institutional Investor, Inc. Get the latest insights on the exchange-traded fund industry from Joe Keenan, Head of Global Exchange-Traded Fund Services, BNY Mellon. Author: Joe Keenan
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Who is Helping Your Shareholders? Teaming with the Right Business for Your Fund Company's Call Center Services.Reprinted with the permission of SourceMedia, Inc. Since the creation of the customer call center in the 1950's, customer call centers have continually evolved, primarily through the development of new technologies and process impvements alone. In the financial services industry, mutual fund companies have been at the forefront of managing this critical touch point for their shareholders and distributors. Author: Stephen Riley
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Doing More with Less: Fund Financial and Tax ReportingReprinted with the permission of SourceMedia, Inc. Doing more with less and reducing operational risk in the financial services industry continues to be more and more commonplace when examining systems to manage the processing and reporting of mutual funds. Investment firms continue to search for systems that can accommodate numerous functions in the most efficient manner, without losing the sophistication necessary to operate in today's complex and global fund landscape. Author: Mark Spanos
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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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Doing More with Less: Exception-Based ProcessingReprinted with the permission of SourceMedia, Inc. Automated exception-based processing reduces time, expense and the number of resources required for reconciling and validating critical investment data. Through automation, mutual fund companies can drive up their fund accounting ratios and grow operations without increasing staffing. Author: Mark Spanos
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Solid Relationships: Investment Managers and Service Providers Using Collaboration to Build Reliable Middle-Office Outsourcing ModelsIn the last several years, middle-office outsourcing has become an important consideration for investment managers as they evaluate their current business models and renew their focus on core competencies. When used effectively, middle-office outsourcing can generate additional efficiencies and savings, provide more predictable cost structures and help increase speed to market for new products. Business: Asset Servicing
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Unlocking the Power of the Turnkey Mutual Fund PlatformReprinted with the permission of SourceMedia, Inc. The current economic and regulatory environment has proven to be challenging for asset managers. Post Sarbanes-Oxley, the industry has seen an increased demand by asset managers for solutions to help them alleviate the rising costs and increasing time to market that these new regulations bring. Many asset managers are discovering that using a turnkey platform to launch and maintain funds can be a time-saving and cost-effective solution. Author: Jay Nusblatt
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