Few in the industry would dispute the growing importance of effective client communications as an essential component of client service and retention. Where performance and /or the economic climate are disappointing, however, client servicing and Client Reporting take on a far greater significance. In addition, whilst much of the information the client requires has not significantly evolved over time, their expectations for timeliness, accuracy and delivery mechanisms are now higher than ever.
Fact Sheets
Fact Sheets
Domain-focused content blending education and the unique industry perspective of Citisoft consultants at the forefront of their field.
June 10th, 2013
May 7th, 2012
Investment management firms have invested heavily in strategic business applications over the past two to three years but discretionary spending cutbacks have left many projects on-hold or subject to limited deployment. As a result, strategic projects have fallen short of their expected ROI. With spending expected to take three plus years to return to 2007 levels, unlocking the hidden potential of these stalled or incomplete strategic deployments may prove to be an organization’s most potent and pragmatic enablers for optimization.
June 16th, 2011
Data is perhaps the most important collateral that a fund management company owns. Without accurate and complete data, fund managers, no matter how skilled, will struggle not only to understand the state of the market and future trends, but will struggle to understand even where they are at the moment.
In this Fact Sheet, Citisoft plc discusses some of the current challanges and opportunities in Investment Management Data Management.
June 16th, 2011
In this Fact Sheet, Citisoft plc describes some of the specific challenges and opportunities in using Data Warehouses for investment management purposes.
December 11th, 2008
A general opinion has been expressed that whereas Muslims account for 20% of the world’s population, Islamic finance accounts for less than 1% of its financial instruments. Most people in the west have vague notions about what the term ’Sharia’a Compliant’ means, but clearly the secret to winning management opportunities for this vast pool of wealth, is to understand in detail what the term means, not only in terms of its context within the teachings of the Qur'an, but in particular in the context of the personal faith of millions of Muslims worldwide. This factsheet attempts to lay out the basic principles as a basis for further study.
December 11th, 2008
Volatility, or sigma, is a measure of how probable it is that a quantity value can differ wildly from its current value. Value at Risk (VaR) is the maximum loss not exceeded with a given probability, defined as the confidence level, over a given period of time. Volatility and VaR are vital concepts in the risk management of portfolios and in financially uncertain times, good risk analysis and management becomes ever more important and of vital concern to clients.