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...