Sleeping on the MIFID watch

This is another alarming report, predominantly from the french point of view, here focussing on custodians: "There’s been some talking but I’m not really sure they’re doing anything about it". The word is spread on the situation everywhere, but why isn't (almost) anything happening ?

CitiGroup: Selecting a Transfer Agency Provider

This article focusses on the available options when selecting a transfer agency provider from CitiGroups point of view. It focusses on "multi" capabilities (multi-lingual, multi-currency, etc.).

Link Lists for Investment Systems from Front- to Back-Office

I have compiled lists for fund accounting systems (see the surveys on the resepective topic, here from Barrington), transfer agency (see also the Barrington survey), compliance and order / portfolio management systems and added them as link lists on this blog (displayed on the right side). They will constantly be updated.

You may find other overviews on WallStreetAndTech (in English) and BankersPlus (in German, you might have to register first). Also interesting is the survey from Investment Advisor Association or the general surveys from Celent, or on specific issues on requirements for those systems at SourceMedia.

GCEY and KPMG also do surveys, but the the last publicly available survey on fund accounting systems I found is from 2004.

Bank Lounge: MiFID Online-Studie

Die Bank Lounge weisst auf eine interessante Untersuchung hin: Berater e.V. (die studentische Unternehmensberatung an der Universität Mainz) untersucht hier den aktuellen Stand der MiFID-Umsetzung in Deutschland. Die Ergebnisse können dann im Juni auf der Seite www.mifid-studie.de bestellt werden.

Andere Länder sind hier schon längst in der Umsetzung, wir analysieren noch...

Technorati Blog Claim

I am herewith adding my blog to technorati. This is obviously a very fast way to get public attention - yes, I am very interested in comments!

MiFID White Paper

Given away by GoldenGate Software, Inc.

ZKA fordert Verzicht auf geplante Beschränkung der Verlustverrechnung bei Abgeltungsteuer

Die deutsche Politik lässt sich wiederum auf Überlegungen ein, die die ohnehin eher skeptischen Anleger in Deutschland weiter irritieren - natürlich befürchten die deutschen Finanzinstitute daher eine weitere Schwächung ihrer Position.

COMIT acquired International Financial Business Solutions

The headline is: COMIT, a Swisscom Company, has acquired International Financial Business Solutions (IFBS AG), a leading Securities Finance and Collateral Management software application provider. This is one of several steps to come that Comit will do in order to follow their defined strategy: moving more into the corporate banking world. With the power of their stakeholder, the Swiss telco giant Swisscom, this should be rather easy. Just have to wait and see how this all fits together...