Business Case #2: 
Portman Porteføljestyringssystem & Web API

I forrige post om anvendelse af Portman til afkastberegninger, tog vi udgangspunkt i to danske finansielle virksomheders omlægning til API’et for, at se på hvornår API’et repræsenterer et fordelagtigt alternativ – og hvornår det ikke gør. I denne post går vi i detaljerne med, hvordan API’et kan bruges og implementeres.

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Business Case #1: 
Portman Porteføljestyringssystem & Web API

Portman er et porteføljestyringssystem. Fremadrettet ønsker Portman, at deres kunder skal anvende deres såkaldte Web API, hvor kunderne kan læse/skrive data direkte på Portmans database. Med afsæt i to danske finansielle virksomheder, tager denne business case udgangspunkt i omlægningen til API’et med eksempler på hvornår API’et repræsenterer et fordelagtigt alternativ, som organisationen kan drage fordel af – og hvornår det ikke gør, baseret på det eksisterende system set-up.

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Upgrade Testing of Capital Market- and Investment Management Systems

Though there can be many reasons for system upgrades, one thing seems certain, most financial institutions would like to avoid them. In the pursuit of making upgrade testing as pain free as possible, many seem to forget that testing can provide organizational value. Value creation should be the achievement of upgrade testing.

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Long Term Effects of MiFID II – 3rd Edition

For Whom the Bell Tolls

– Will MiFID II Bring About the End of the OTC Era?

Over the last couple of days, I have posted on what I see as the likely effect of MiFIR on respectively the equity and bond markets. In this post, we will turn to the derivatives markets. These are the “true” OTC markets, and my prediction is, that this is where the impact of MiFIR will be felt the hardest.  I see several factors combining to bring this about.

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Long Term Effects of MiFID II – 2nd Edition

For Whom the Bell Tolls

– Will MiFID II Bring About the End of the OTC Era?

MiFID II/MiFIR is a broad regulatory complex, that influences a lot of activities within the banks. Currently, people within the financial sector across Europe are busy getting it right and delivered in time. In three editions, I can hopefully broaden the perspective of the consequences of MiFID within the next couple of years. In this series of posts, I will take my point of departure in three important markets: equity, bonds and derivatives.

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Long Term Effects of MiFID II – 1st Edition

For Whom the Bell Tolls

– Will MiFID II Bring About the End of the OTC Era?

A whole lot of people are currently very busy across the European financial sector getting ready for MiFID II/MiFIR for January 2018. It’s a broad regulatory complex, touching many aspects of the banks’ activities. I imagine that project owners and steering groups – not to mention the project managers and the many project participants – are focused on getting the many deliverables in place, getting the details right and fretting about the lack of legal clarity on important aspects.

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Reviewing the IT landscape

All financial organizations are heavily dependent on IT systems. And in most cases, organizations have several systems, with a lot of connectivity, which create a large and complicated IT landscape.

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Kenneth Brandbord is wrapping up this year's conference

CFA: Day #4 – Wrapping up this year’s conference

In the final post from the CFA Institute Annual Conference, Kenneth Brandborg, gives you his insights from the  reception, and final remarks from the last speeches at this year’s conference.

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CFA: Day #3 – Vanguard, US Stock Market and Blockchains

From the 3rd day of the CFA Institute Annual Conference, Kenneth Brandborg, Associate partner, shares his insights and highlights the most important debates of the day.

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CFA: Day #2: The conflicts of interest between clients and investment management service providers

Second day at the CFA Institute Annual Conference, Kenneth Brandborg, Associate Partner highlights his key learning points and reflections from today’s debates and speakers.

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