Posts Tagged ‘asset management’

Maintenance. A word that does not inspire many people. It implies either an undesirable task or an unwanted cost. But, is maintenance really a bad thing? In this post, we’ll discuss some Asset Maintenance Management philosophies and how they can positively impact your everyday life. Types of Asset Maintenance Asset Maintenance is broken down into […]

It’s DAM, not damn. Let’s dissect what these tools are, what to seek in a DAM, and more about managing your assets. Digital Asset Management (DAM) systems are a commonly misunderstood tool. “They’re like a file storage system, right?”. Technically, that’s not wrong, but that’s like saying that Google is “just a search engine”. Also, […]

If you have not read my post explaining how to show/hide page properties based on a template in AEM 6.4  you may want to stop and read that before this one. Especially the “Granite Render Condition” section as it is the basis for this post. Now onto the good stuff! Banner Photo by Glenn Carstens-Peters on Unsplash The Use Case […]

The first thing any investment company must do in response to the new SEC Investment Company Reporting Modernization is evaluate its current state of readiness. Chances are you have started a compliance program. However, we can help you understand your gaps, including areas where you need immediate action and longer-term changes to support the program. […]

In a new guide, we discuss the background of the SEC’s Investment Company Reporting Modernization Rules and the potential effects on individual financial institutions. The snippet below talks about the challenges you can expect when developing a response program. Expect challenges in various areas: Data Availability: All required data elements may not be available internally. […]

In a new guide, we discuss the background of the SEC’s Investment Company Reporting Modernization Rules and the potential effects on individual financial institutions. The snippet below talks about the foundational work companies should have already completed. By now, you should have a program in place that covers the following work streams: Engage Report Filing […]

In our new guide, we discuss the background of the SEC’s Investment Company Reporting Modernization Rules and the potential effects on individual financial institutions. While you can check out the full guide here, the snippet below shares some of deadlines that the new rules present. Form N-PORT If you are a larger entity with net […]

In a new guide, we discuss the background of the SEC’s Investment Company Reporting Modernization Rules and the potential effects on individual financial institutions. The snippet below shares the rules’ objectives and expectations. The SEC wants to improve: The quality of information that funds report to the Commission The Commission’s risk monitoring and oversight, examination, […]

In an effort to increase transparency, the Securities and Exchange Commission (SEC) has adopted new rules and amendments, called Investment Company Reporting Modernization Rules, which require registered investment companies to modernize their reporting and disclosures. While many investment managers have started their journey towards compliance, others have struggled. The new requirements can be daunting for […]

This table below highlights how blockchain can disrupt various aspects of the financial services industry. If you are interested in learning more about blockchain, download our new guide titled “Getting Ahead with Blockchain in Financial Services.”

If you’re reading this, it’s probably because you keep hearing that blockchain is the next transformative technology. And while you want to make sure you’re fully informed and in a position to exploit any opportunities this technology could bring to you and your organization, you still don’t fully understand what blockchain means. Moreover, based on […]

Now that March is here, I thought it would be neat to look back at what our readers found most interesting last month. Below are the top five blog posts Perficient’s life sciences practice wrote in February – they’re ranked in order of popularity, with number one being the most viewed piece. How And Why I Use Oracle VM […]