Archive | Expense Processing

Fund Automation: The Final Frontier

For years, the fund industry has been looking for ways to manage costs while continuing to provide competitive products to the increasingly complex marketplace. Ironically, we have done little to look in the mirror and realize how diametrically opposed those two concepts are. As traders continue to invent and then trade in new derivatives, and regulators subsequently […]

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Thinking Mobile First

Are you reading this blog post on your phone or tablet?  If so, then you are still in the minority – but not for long.  According to an article I recently read, mobile share is about 25 percent, on average – and is rising fast.   So, I wasn’t surprised when I saw this article in […]

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A Love Hate Relationship with Spreadsheets

Another article was published recently about the proliferation of spreadsheet errors and the impact that has had on the validity of data analysis done through the use of spreadsheets. http://www.marketwatch.com/story/88-of-spreadsheets-have-errors-2013-04-17 This got me thinking about the spreadsheet problem in the investment fund industry, specifically in the realm of expense processing.  When I started in the […]

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