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The Product is comprised of two files: an enhanced Compliance Data File and an Issuer Analytics File.  The Compliance Data File provides more than 80 current and historical OTC compliance data points, including current and former Caveat Emptor status, shell and delinquency status. Additionally, it includes security name change history, split history and 30-day price and volume averages. The Issuer Analytics File provides an overall risk ranking for all OTC equity securities based on a proprietary algorithm which assigns a value to key risk variables. The 16-category scoring system includes: Penny Stock status, Caveat Emptor status, number of corporate name changes, price/volume changes vs. 30-day moving averages, and changes to authorized shares and shares outstanding. The scoring output is flexible, allowing compliance teams to assign their own weightings and priorities based on their firm's individual needs. "We are honored that our OTC Compliance Analytics Product has been recognized in the prestigious IMD/IRD Awards program," said Matthew Fuchs, EVP of Market Data and Strategy at OTC Markets Group. "The Compliance Analytics Product is another powerful tool to bring greater transparency to the market. By quantifying these compliance data points, the Analytics Product helps broker-dealers, banks and asset managers quickly identify risk. It also helps these firms identify and eliminate the unnecessary restrictions often placed on OTCQX and OTCQB securities." "On behalf of Inside Market Data and Inside Reference Data, we congratulate OTC Markets on winning the Most Innovative Market Data Project in this year's IMD and IRD awards with its OTC Compliance Analytics Product. This year, this category was extremely competitive, with a wide range of projects and data types. OTC Markets is filling a clear need for compliance tools in the over-the-counter equities space. Beating the other entries demonstrates the importance that end users place on data for compliance purposes. By following up last year's win for Best Real-Time Market Data Initiative with its OTC Compliance Data File product, OTC Markets is establishing itself as the leading source of over-the-counter equities data and compliance tools," says Max Bowie, editor of Inside Market Data and Inside Data Management. Hosted by Inside Market Data, Inside Reference Data and Waters Technology, the Inside Market Data/Inside Reference Data Awards recognize industry excellence within market data, reference data and enterprise data management. About OTC Markets Group Inc. OTC Markets Group Inc. (OTCQX: OTCM) operates the OTCQX® Best Market, the OTCQB® Venture Market, and the Pink® Open Market for 10,000 U.S. and global securities. Through OTC Link® ATS, we connect a diverse network of broker-dealers that provide liquidity and execution services. We enable investors to easily trade through the broker of their choice and empower companies to improve the quality of information available for investors. To learn more about how we create better informed and more efficient markets, visit www.otcmarkets.com. OTC Link ATS is operated by OTC Link LLC, member FINRA/SIPC and SEC regulated ATS. Subscribe to the OTC Markets RSS Feed To view the original version on PR Newswire, visit:http://www.prnewswire.com/news-releases/otc-markets-groups-otc-compliance-analytics-product-wins-at-2017-inside-market-datainside-reference-data-awards-300463561.html


News Article | December 6, 2016
Site: www.businesswire.com

A Fenergo percebeu notáveis ascensões nas classificações de 2017 em todas as categorias, incluindo Funcionalidade, Tecnologia Central, Estratégia e Inovação, bem como observou as ascensões em Presença no Mercado (até 13% desde o último ano e cobrindo a penetração no mercado, potencial de mercado e impulso) e Serviços ao Cliente (até 8% a partir da classificação do último ano cobrindo relação qualidade / preço, serviços pós-vendas e suporte, bem como atualizações de produtos). "A classificação neste ano ilustra o panorama da tecnologia de conformidade e risco em rápida mudança," disse Peyman Mestchian, Sócio de Gestão na Chartis Research. "Os fornecedores estão mais do que nunca sob mais pressão para desenvolver soluções que atendo aos desafios reais da indústria e forneçam maior retorno nos investimentos. Com uma notável ascensão na classificação em todas as categorias neste ano, a Fenergo continua o conquistar fatias de mercado e a atenção ao alinhar estritamente suas soluções de Gestão de Ciclos de Vida de Clientes com as necessidades financeiras de instituições, fornecendo soluções que ajudam bancos a cumprirem uma ampla gama de regulamentações, administrar dados de clientes em toda a empresa e criar um processo de integração e de gestão de ciclos de vida." A Fenergo trabalha com algumas das maiores instituições financeiras do mundo, incluindo HSBC, Barclays, UBS, BBVA e Bank of New York Mellon. A empresa lançou recentemente novas soluções para atualizações da Conformidade com Requisitos de Margem, Gestão de Integração de Dados e KYC/AML. A Fenergo é líder no fornecimento de soluções de software para Gestão de Ciclos de Vida de Clientes para bancos de investimento, corporativos, comerciais e privados. Suas soluções ajudam as instituições a administrar com eficiência processos regulatórios de integração de ponta a ponta bem como administração de dados de clientes. Sua solução orientada por regras assegura a conformidade com múltiplas estruturas de regulatório e dá suporte à coleta, centralização e compartilhamento de dados de clientes e de contraparte bem como documentação de toda a instituição. Ao expedir a conformidade e aumentar as eficiências operacionais, as soluções da Fenergo podem integrar clientes de modo mais rápido, melhorar o tempo para receitas e a experiência geral do cliente. Prêmios recentes da Fenergo incluem: Top Performer in RegTech Performance (Banking Technology / MarketFintech, 2016); Best Compliance Product (Sell-Side Technology Awards, 2016), FinTech Forward Company to Watch (American Banker, 2015), Chartis RiskTech100® (2016 e 2015) e Best Enterprise Data Management Initiative (Inside Reference Data, 2014). A Chartis é líder no fornecimento de pesquisa e análise no mercado global para tecnologia de risco, sendo parte da Incisive Media que tem negociado marcas de liderança como Risk and Waters Technology. O objetivo da Chartis é dar suporte às empresas à medida que conduzem o desempenho comercial através da melhor gestão de risco, governança corporativa e conformidade, bem como ajudar clientes a tomar decisões em tecnologia e negócios com informação ao fornecer análise em profundidade e assessoria acionável em virtualmente todos os aspectos de tecnologia de risco. O texto no idioma original deste anúncio é a versão oficial autorizada. As traduções são fornecidas apenas como uma facilidade e devem se referir ao texto no idioma original, que é a única versão do texto que tem efeito legal.


News Article | November 8, 2016
Site: www.prweb.com

Shifting regulatory compliance and financial standards create an urgent need for banks to dismantle barriers between finance and risk departments. SAS® Expected Credit Loss is a new solution that’s helping them succeed. To manage the massive amounts of required data and increasingly complex models, corporate functions that have historically analyzed and reported in their own data silos will need to come together. Working within a single, transparent and controlled SAS modeling and reporting workspace allows banks to establish processes across departments. Not only will that enable them to meet the expectations of auditors and regulators, it reduces the costs of compliance by minimizing duplication and errors. The International Accounting Standards Board (IASB) and the Financial Accounting Standards Board (FASB) may have diverged along the path to a common accounting standard for expected credit losses (ECL), but both want to avoid a repeat of the 2008 global financial crisis. As a result, they have issued their respective standards known as International Financial Reporting Standard 9 (IFRS 9), and its U.S variation, Current Expected Credit Loss (CECL). The common thread linking the two standards: increased complexity and granularity. Whether reporting under IFRS 9 or CECL, the data and modeling required to project future credit losses and impairments are more detailed and asset-specific. Additionally, the SAS platform’s capabilities can be used by companies for other purposes such as stress testing. “The main challenge with IFRS 9 and CECL will be ensuring a strong governance structure for model storage and modification that is consistent between departments,” said Peyman Mestchian, Managing Partner at Chartis Research. “SAS has the experience to integrate data management, advanced risk and finance methodology to meet regulatory requirements. SAS Expected Credit Loss provides a structured environment for the overall impairment process, which should make it easier for users to interact with different types of analytic model and manage the analysis in a controlled environment.” Compliance with IFRS 9 and CECL is no small feat. The new standards are expected to significantly raise the overall loss reserve requirement for banks, which will affect their profitability and capital. It is important for banks to proactively address these new regulations to avoid sanctions, fines and worst case, another economic collapse. SAS is the choice for IFRS 9 Leading businesses in the financial industry are addressing multiple requirements with SAS Expected Credit Loss, which combines support for accounting standards as well as stress testing compliance. Bancolombia, Bank of Montreal, Coventry Building Society, Standard Chartered and Swedbank for example, have chosen SAS to manage IFRS 9 impairment requirements. “The decision to partner with SAS to ensure we met the requirements of IFRS 9 in an effective and efficient manner was a natural choice,” said Sanjiv Talwar, Head of Risk Capital, Stress Testing and Model Development at Bank of Montreal. “We chose SAS because of our strong existing relationship, a relationship dating back to the 1970s, and one that aligns closely with the infrastructure of a premier bank. A SAS implementation builds on Bank of Montreal’s consistently strong practices in data management; model development and implementation; and stress testing, and now adds IFRS 9 execution, analysis and reporting.” Largely principles-based, the new accounting standards leave room for interpretation and will require evolving adoption. Banks and companies under IFRS accounting standards will need to refine their calculation methodologies over time and will need a solution that can facilitate this progression. SAS Expected Credit Loss is a comprehensive, modular platform that supports the overall calculation and reporting process – from data management, modeling and impairment estimation to forecasting, accounting and reporting. As with other accounting and regulatory compliance standards, transparency and auditability are key aspects. SAS Expected Credit Loss can help organizations implement strong governance and bridge the data and reporting requirements necessary for both risk and finance departments. “The new accounting standards offer a perfect opportunity for banks to take a hard look at internal silos,” said Martim Rocha, Director for Risk Business Consulting at SAS. “IFRS 9 can be a catalyst for increased integration of risk and finance. A common data repository and model management workspace lessens the overhead of managing multiple platforms and will strengthen the audit trail.” To learn more, download the white paper Navigating the route to IFRS 9 compliance, and see how Swedbank is working with SAS to manage impairment requirements for IFRS 9. Today’s announcement came at the Analytics Experience conference in Rome, a business technology conference presented by SAS that brings together more than 900 attendees from the public and private sectors to share ideas on critical business issues. About Chartis Chartis is the leading provider of research and analysis on the global market for risk technology and is part of Incisive Media which has market leading brands such as Risk and Waters Technology. Chartis' goal is to support enterprises as they drive business performance through better risk management, corporate governance and compliance and to help clients make informed technology and business decisions by providing in-depth analysis and actionable advice on virtually all aspects of risk technology. RiskTech Quadrant®, RiskTech100® and FinTech Quadrant™ are registered trademarks of Chartis Research (http://www.chartis-research.com). About SAS SAS is the leader in analytics. Through innovative analytics, business intelligence and data management software and services, SAS helps customers at more than 80,000 sites make better decisions faster. Since 1976, SAS has been giving customers around the world THE POWER TO KNOW®. SAS and all other SAS Institute Inc. product or service names are registered trademarks or trademarks of SAS Institute Inc. in the USA and other countries. ® indicates USA registration. Other brand and product names are trademarks of their respective companies. Copyright © 2016 SAS Institute Inc. All rights reserved.


News Article | November 8, 2016
Site: globenewswire.com

NEW YORK, Nov. 08, 2016 (GLOBE NEWSWIRE) -- Nasdaq (Nasdaq:NDAQ), the world's leading provider of market technology, was selected as 'Best Buy-side Market Surveillance Provider' in the 10th Annual Buy-Side Technology Awards in London. This is the first win for Nasdaq’s SMARTS Trade Surveillance product within the buy-side audience. SMARTS Trade Surveillance is currently used by more than 120 market participants across 139 global markets and across all asset classes. The aim of the awards is to recognize the leading technologies and vendors in their area of expertise, through an auditable and transparent methodology underpinned by the input and experience of seven judges - five buy-side-focused technology consultants and two of Buy-Side Technology's editors. “We are extremely honored to be named ‘Best Market Surveillance Provider’ for the buy-side,” said Valerie Bannert-Thurner, Senior Vice President & Head of Risk and Surveillance Solutions, Nasdaq. “During the past 12-18 months we have seen regulators across the globe taking more of an interest in the buy-side and dissecting their trading behaviors. Under heightened scrutiny, it is imperative that buy-side firms have systematic surveillance measures in place to meet these demands. Nasdaq is committed to integrity of the marketplace and to ensuring that all constituents can play a role in furthering market transparency.” Nasdaq’s SMARTS Surveillance solutions provide a readily deployable data model which sources, captures, and maintains the firm’s order and trade execution data, as well as the market data for each traded instrument which is essential to carrying out effective trade surveillance. With this comprehensive view of the firm’s trading, SMARTS not only delivers targeted market abuse alerts across markets and asset classes, it also provides the buy-side firm with un-paralleled visibility and transparency of how their order flow interacts with, and impacts on, the market. In addition, working with its existing customers, SMARTS continues to build out functionality that directly services the requirements of the buy-side – this includes, enhanced visualizations around Parent Orders and how they track and execute along each stage of the trade cycle;  alerts focusing on internal events within the firm which involve the handling of price sensitive information; and, the integration of data points which would enable SMARTS to assist the buy side firm in addressing conflict management issues. SMARTS’ recognition throughout the past few years is a testament to Nasdaq’s dedication to providing global market participants, regulators and exchanges with unrivalled surveillance technology. In addition to being selected as ‘Best Buy-side Market Surveillance Provider’ by Buy-Side Technology, SMARTS was recognized by Waters Technology’s Waters Rankings in 2013, 2014, 2015 and 2016, SMARTS has also received the Sell-Side Technology award for ‘Best Sell-Side Surveillance Product’ for three consecutive years as well as this year’s Energy Risk Awards’ #1 Trade Surveillance Vendor and OpRisk Awards’ ‘Best Financial Crime Product’ and ‘Best Overall Provider’. SMARTS Surveillance solutions power monitoring for more than 120 market participants, 45 exchanges and 13 regulators globally. Nasdaq (Nasdaq:NDAQ) is a leading provider of trading, clearing, exchange technology, listing, information and public company services across six continents. Through its diverse portfolio of solutions, Nasdaq enables customers to plan, optimize and execute their business vision with confidence, using proven technologies that provide transparency and insight for navigating today's global capital markets. As the creator of the world's first electronic stock market, its technology powers more than 70 marketplaces in 50 countries, and 1 in 10 of the world's securities transactions. Nasdaq is home to more than 3,700 listed companies with a market value of approximately $9.3 trillion and more than 17,000 corporate clients. To learn more, visit: nasdaq.com/ambition or business.nasdaq.com.


News Article | November 8, 2016
Site: globenewswire.com

NEW YORK, Nov. 08, 2016 (GLOBE NEWSWIRE) -- Nasdaq (Nasdaq:NDAQ), the world's leading provider of market technology, was selected as 'Best Buy-side Market Surveillance Provider' in the 10th Annual Buy-Side Technology Awards in London. This is the first win for Nasdaq’s SMARTS Trade Surveillance product within the buy-side audience. SMARTS Trade Surveillance is currently used by more than 120 market participants across 139 global markets and across all asset classes. The aim of the awards is to recognize the leading technologies and vendors in their area of expertise, through an auditable and transparent methodology underpinned by the input and experience of seven judges - five buy-side-focused technology consultants and two of Buy-Side Technology's editors. “We are extremely honored to be named ‘Best Market Surveillance Provider’ for the buy-side,” said Valerie Bannert-Thurner, Senior Vice President & Head of Risk and Surveillance Solutions, Nasdaq. “During the past 12-18 months we have seen regulators across the globe taking more of an interest in the buy-side and dissecting their trading behaviors. Under heightened scrutiny, it is imperative that buy-side firms have systematic surveillance measures in place to meet these demands. Nasdaq is committed to integrity of the marketplace and to ensuring that all constituents can play a role in furthering market transparency.” Nasdaq’s SMARTS Surveillance solutions provide a readily deployable data model which sources, captures, and maintains the firm’s order and trade execution data, as well as the market data for each traded instrument which is essential to carrying out effective trade surveillance. With this comprehensive view of the firm’s trading, SMARTS not only delivers targeted market abuse alerts across markets and asset classes, it also provides the buy-side firm with un-paralleled visibility and transparency of how their order flow interacts with, and impacts on, the market. In addition, working with its existing customers, SMARTS continues to build out functionality that directly services the requirements of the buy-side – this includes, enhanced visualizations around Parent Orders and how they track and execute along each stage of the trade cycle;  alerts focusing on internal events within the firm which involve the handling of price sensitive information; and, the integration of data points which would enable SMARTS to assist the buy side firm in addressing conflict management issues. SMARTS’ recognition throughout the past few years is a testament to Nasdaq’s dedication to providing global market participants, regulators and exchanges with unrivalled surveillance technology. In addition to being selected as ‘Best Buy-side Market Surveillance Provider’ by Buy-Side Technology, SMARTS was recognized by Waters Technology’s Waters Rankings in 2013, 2014, 2015 and 2016, SMARTS has also received the Sell-Side Technology award for ‘Best Sell-Side Surveillance Product’ for three consecutive years as well as this year’s Energy Risk Awards’ #1 Trade Surveillance Vendor and OpRisk Awards’ ‘Best Financial Crime Product’ and ‘Best Overall Provider’. SMARTS Surveillance solutions power monitoring for more than 120 market participants, 45 exchanges and 13 regulators globally. Nasdaq (Nasdaq:NDAQ) is a leading provider of trading, clearing, exchange technology, listing, information and public company services across six continents. Through its diverse portfolio of solutions, Nasdaq enables customers to plan, optimize and execute their business vision with confidence, using proven technologies that provide transparency and insight for navigating today's global capital markets. As the creator of the world's first electronic stock market, its technology powers more than 70 marketplaces in 50 countries, and 1 in 10 of the world's securities transactions. Nasdaq is home to more than 3,700 listed companies with a market value of approximately $9.3 trillion and more than 17,000 corporate clients. To learn more, visit: nasdaq.com/ambition or business.nasdaq.com.


SimCorp, a leading provider of investment management solutions and services for the global financial services industry, today announced that its IBOR solution has won Best Buy-Side IBOR (Investment Book of Record) Platform at the Buy-Side Technology Awards 2016, hosted by Waters Technology. This accolade marks the third consecutive year that SimCorp has won the award since it was introduced in 2014. SimCorp’s IBOR is an integrated solution covering the front-, middle- and back-office. It ensures that asset managers have a complete overview of their operations by providing them with reliable, event adjusted and up-to-date positions data – one source of truth required to make more informed investment decisions. In the last year alone, a number of large investment management firms signed up to use SimCorp’s solution, including KBC Asset Management, Exane Asset Management and several North American firms. The Buy-Side Technology awards were judged by five independent buy-side-focused technology experts as well as senior editorial staff from Waters Technology. The key factors determining the success of an entry were the tangible business benefits offered by an IBOR that provide user firms with a competitive advantage. Klaus Holse, CEO, SimCorp, said: “The IBOR is at the core of our integrated solution and we continue to develop its functionality, helping firms to make well informed investment decisions based on accurate and timely analysis of complex data. Our third consecutive award win is certainly testament to this and we are delighted to be recognized as a leading provider of solutions to the investment management industry.” Victor Anderson, Editor, Waters Technology, said: “Our awards recognize the leading vendors providing cutting-edge technology solutions to support the evolving needs of buy-side firms. We received a large number of entries in each category, and were extremely impressed by the outstanding quality of this year’s nominations.” The awards were announced at the 10th annual Buy-Side Technology Awards ceremony in London on 4 November 2016. Enquiries regarding this announcement should be addressed to:           Anders Crillesen, SimCorp Corporate Communications, +45 3544 6474 About SimCorp SimCorp provides integrated, best-in-class investment management solutions to the world’s leading asset managers, fund managers, asset servicers, pension and insurance funds, wealth managers and sovereign wealth funds. Whether deployed on premise or as an ASP solution, its core system, SimCorp Dimension, supports the entire investment value chain and range of instruments, all based on a market-leading IBOR. SimCorp invests more than 20% of its annual revenue in R&D, helping clients develop their business and stay ahead of ever-changing industry demands. Listed on NASDAQ Copenhagen, SimCorp is a global company, regionally covering all of Europe, North America, and Asia Pacific. For more information, please visit www.simcorp.com.


ClusterSeven the only EUC management solution provider in the best-of-breed category London, U.K., 14 December 2016 – ClusterSeven, the leading provider of strategic software for End User Computing (EUC) management, today announced that Chartis, a research provider on global market for risk technology, has named its EUC governance platform as ‘best-of-breed’ in its 2016 FinTech Quadrant for data integrity and control solutions in financial services. ClusterSeven is the only EUC management solutions provider included in the best-of-breed category in the Quadrant. Chartis describes best-of-breed solutions as having best-in-class point solution capabilities, depth of functionality, a growing client base, superior sales and marketing execution and a clear strategy for sustainable profitable growth. Crucially, best-of-breed solution providers demonstrate a healthy rate of investment in R&D, and have specific product or go-to-market capabilities that give them a competitive advantage. ClusterSeven solution’s key differentiators as emphasised by Chartis include speed of deployment, offering visibility and control, supporting rapid evolution, detecting and escalating anomalies in unstructured data to reduce manual checks, automation and EUC management. Peyman Mestchian, Managing Partner, Chartis, said, “While many vendors offer some form of EUC management capability, the ClusterSeven solution delivers transparency of all EUC activity to substantial depth across multiple corporate financial and regulatory processes. This is a key differentiator.” Additionally, Chartis especially highlighted ClusterSeven’s functionality from a regulatory perspective, stating, “ClusterSeven functionality is particularly associated with new or unusual data integrity and control processes, typically associated with new regulatory demands (such as BCBS 239 or stress testing), or processes tied to legacy architecture or customer-specific requirements that cannot easily be met by third-party solutions.” “Data integrity and quality is fundamental to regulatory commitments of course, but also for the more strategic aspects of business,” commented Chris Gomersall, CEO of ClusterSeven. “The ClusterSeven platform is designed to deliver visibility and control of organisations’ entire EUC landscape to minimise financial, operational, regulatory and reputational risk. We are delighted with our positioning in the quadrant and for the ‘shout out’ by Chartis.” The full 2016 Data Integrity and Control in Financial Services Report by Chartis is available here: http://www.chartis-research.com/research/reports/data-integrity-and-control-solutions-in-financial-services-2016 About Chartis Chartis is the leading provider of research and analysis on the global market for risk technology and is part of Incisive Media which has market leading brands such as Risk and Waters Technology. Chartis' goal is to support enterprises as they drive business performance through better risk management, corporate governance and compliance and to help clients make informed technology and business decisions by providing in-depth analysis and actionable advice on virtually all aspects of risk technology. RiskTech Quadrant®, RiskTech100® and FinTech QuadrantTM are registered trademarks of Chartis Research (http://www.chartis-research.com). About ClusterSeven London-based ClusterSeven has developed a range of market-leading software products that provide oversight and transparency of a firm’s spreadsheets, user-built databases and modelling tools. ClusterSeven’s solutions provide departments such as finance and internal audit full confidence in the integrity of their firm’s spreadsheet data, while also offering substantial savings on the time and resources used to check data processes and accuracy. ClusterSeven was founded in 2003 and established a New York office in 2006. The firm now has a third of the world’s top 30 banks as clients as well as multiple leading insurers, investment managers and energy firms. In June 2015, private equity firm Azini Capital Partners LLP acquired 100% of ClusterSeven and has provided additional investment to promote high quality product development and wider customer engagement. For more information about ClusterSeven, visit www.clusterseven.com. For any PR & Media enquiries, please contact Laura Whitehead at PR@clusterseven.com


BISAM Recognized in Two Major Categories by Waters Buy-Side Technology for its Market-Leading Performance and Risk Management Software and Services NEW YORK, NY and LONDON, UNITED KINGDOM--(Marketwired - November 08, 2016) - BISAM, the leading provider of sophisticated digital solutions for performance and attribution, multi-asset risk, GIPS composites management and reporting, today announced that their flagship B-One solution has once again been awarded the "Best Performance Measurement and Attribution Product." This is the firm's ninth consecutive win in the category and is accompanied by an award in collaboration with Natixis Global Asset Management for the "Best buy-side risk management initiative over the last 12 months." Over the last year, facing an increased demand across the buy-side, BISAM has structured its strategic roadmaps to provide compelling solutions across multiple segments and use cases. The award recognizes this initiative, as well as the firm's broadening of its portfolio analytics services to the buy-side with the March 2016 acquisition of FinAnalytica and its multi-asset class Cognity® solution for market risk, portfolio construction and investment decision analytics. "We are pleased and proud of BISAM's concurrent awards in the Performance and Risk Management categories, and honored to be recognized alongside Natixis for our collaboration on their Natixis Portfolio Clarity® Web Portal," said William Haney, CEO, BISAM. "As these awards recognize, BISAM remains dedicated to driving best practices for Performance and Risk across the buy-side, enabling our customers to deliver superior analytics across their enterprise and scale operations for the long term." As Waters Technology noted last year, BISAM's ongoing accolades in the Performance and Attribution category "speak volumes about its knowledge of the intricacies of the subject, its attention to detail from both a service and technology perspective, and its ability to sign new clients, and crucially, retain existing ones." BISAM also received special acknowledgement at this year's Buy-Side Technology Awards luncheon for its "outstanding contribution to the industry," with Waters citing the firm's "continued excellence." This year marks Waters' 10-year anniversary for the Buy-Side Technology Awards. About BISAM BISAM is the leading provider of sophisticated solutions for performance and attribution, GIPS composites management, multi-asset risk analysis, portfolio construction and reporting. Many of the world's largest buy-side firms use BISAM to evaluate and enhance their investment strategies and better service their clients, while maintaining high levels of security, transparency, process control and operational scale. BISAM's unique combination of best-in-class product capabilities and staff expertise empowers our customers to differentiate with unique analytics and timely, accurate results. www.bisam.com


Patent
Waters Technology | Date: 2011-11-28

Described are a method and an apparatus for delivering a fluid having a desired mass composition. According to the method, temperatures of the fluids to be mixed are sensed and the densities of the fluids at the sensed temperatures are determined. The volume of each fluid is determined so that a mixture of the fluids at the sensed temperatures has the desired mass composition. The determined volumes of the fluids are combined to create the mixture. In one option, combining the determined volumes includes metering flows of the fluids sequentially into a common fluid channel. Alternatively, combining the determined volumes includes controlling a flow rate of each of the fluids and directing the fluids into a common fluid channel.


News Article | December 2, 2016
Site: www.prweb.com

Allegro Development Corp., a leading maker of commodity trading and risk management software with customers around the globe, has been named the winner of the Commodity Trading category in the RiskTech100® 2017 report from Chartis. Allegro was chosen as Category Winner following an industry analysis that examined the top risk and compliance technology firms worldwide. For Allegro, which has users in oil and gas production, refining, utilities, chemicals, agriculture and other commodity specialties, the win marks the most recent recognition for our CTRM software. Earlier in 2016, for example, Energy Risk Magazine’s editorial board named Allegro as the Commodity Trading and Risk Management Software House of the Year, while in 2014, CIO Review called Allegro one of its 20 Most Promising Compliance Technology Solution Providers. “We at Allegro couldn’t be more pleased that Chartis has chosen our CTRM software solution for its Commodity Trading Award this year,” said Frank Brienzi, Chief Executive Officer at Allegro. “After carefully surveying the competitive landscape, Chartis determined that our software stood clear from the field and deserved special recognition for the innovative and powerful product we provide to our customers. This is a team win, and it yet again serves as confirmation that everyone at Allegro is determined to deliver the undisputed, industry-leading commodity trading software platform to the marketplace.” The Allegro software system, the latest version of which is known as Horizon, offers deal capture, valuation and risk functionalities for a variety of securities, including exchange-traded and OTC futures, forwards, swaps and options, from the simple to the complex. Allegro is built around commodity verticals offering contract-to-cash logistics and settlement for single- and cross-commodity positions. Allegro’s software is a highly configurable and customizable package built to serve the requirements of front, middle and back office personnel by promising them the position visibility, controls, regulatory compliance and risk management they need for efficient and profitable commodity trading. While it’s designed to offer tremendous capabilities the day it goes live, Allegro can be extended easily depending on a customer’s specific needs. A further testament to its flexibility is the fact that Allegro can be installed either on site or operated as a cloud-based implementation. The RiskTech100 Awards dinner, where Allegro received the Commodity Trading Award from Chartis, was held in New York on Nov. 9, 2016, following the first day of the Risk USA 2016 Conference. Chartis is the leading provider of research and analysis on the global market for risk technology and is part of Incisive Media which has market leading brands such as Risk and Waters Technology. Chartis’ goal is to support enterprises as they drive business performance through better risk management, corporate governance and compliance and to help clients make informed technology and business decisions by providing in-depth analysis and actionable advice on virtually all aspects of risk technology. RiskTech Quadrant®, RiskTech100® and FinTech Quadrant(TM) are registered trademarks of Chartis Research (http://www.chartis-research.com). Allegro, based in Dallas, develops and markets integrated commodity management software, providing position visibility, risk management, comprehensive controls and regulatory compliance. Allegro customers manage commodities from production to consumption, including oil and gas production, petroleum refining, agriculture and forestry, mining, chemicals, metals, food, transportation, commercial and utility sectors. Allegro’s software is tailored to the specific needs of each commodity, with a comprehensive set of features and functions to support profitable decisions.

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