BREAKOUT SESSIONS

Breakout sessions

Wednesday September 20

1: Application Management Service: Focus on your business and let SimCorp operate your application

Jesper Aagaard, Senior Manager, Operational Services, SimCorp

The market trend is a continuous focus on reducing the cost of operation and securing critical skills to support an increasing complexity in the overall systems landscape.

To help you meet these challenges, SimCorp offers an Application Management Services portfolio, which supports a holistic view on your operating platform. It is offered as full service or as individual service components.

Join this session to hear about the Application Management Services portfolio and how SimCorp can help operate your SimCorp Dimension application so you can focus on your core business.


Session times:
Wednesday, September 20, 2017 – 10:15 am to 11:00 am
Wednesday, September 20, 2017 – 1:00 pm to 1:45 pm


2: Asset Manager: Simplifying workflows for portfolio managers

Martin Shaw, Product Manager for Portfolio Management, SimCorp

The portfolio management platform is constantly challenged by the need to offer a transparent view across an ever-growing range of data and to provide a range of tools which allow the portfolio manager to act quickly and safely. In this session, you will see how Asset Manager helps the process of adding value with new features specifically designed to improve the decision-making process across a wide range of asset classes.

Asset Manager is a fully integrated part of SimCorp’s Front Office Suite along with Order Manager and Compliance Manager. Each Manager provides a single point of entry for users, as well as seamlessly automated workflows within and between the Managers. It offers a unique view of the investment process, including data often only available in the middle and back office.

Join this session to get a preview of Asset Manager’s development progress and our roadmap.


Session times:
Wednesday, September 20, 2017 – 10:15 am to 11:00 am
Wednesday, September 20, 2017 – 1:00 pm to 1:45 pm


3: Compliance Manager: Flexible rule scheduling, easy data access, and mobile overrides

David Wheatley, Product Manager for Compliance, SimCorp

Compliance Manager is a fully integrated part of SimCorp’s Front Office Suite along with Asset Manager and Order Manager. Each Manager provides a single point of entry for users, as well as seamlessly automated workflows within and between the Managers. Join this session to get an early preview of the Compliance Manager’s current development progress and its latest key features.

Learn how recent developments allow for more flexible rule scheduling, how access to reporting data has been simplified, and gain an early insight in to how managing pre-trade overrides ‘on the move’ can improve your daily productivity.

Attend this session if you are responsible for the compliance area on a day-to-day basis and would like an update on the Compliance Manager roadmap. We will also explain the key elements of SimCorp’s compliance solution strategy specifically, and its front office strategy generally.


Session times:
Wednesday, September 20, 2017 – 10:15 am to 11:00 am
Wednesday, September 20, 2017 – 1:00 pm to 1:45 pm
Wednesday, September 20, 2017 – 3:15 pm to 4:00 pm


4: Order Manager: Fixed income and OTC derivative execution workflows and MiFID II

Matthew Reid, Product Manager for Trading, SimCorp

Order Manager is a fully integrated part of SimCorp’s Front Office Suite along with Asset Manager and Compliance Manager. Each Manager provides a single point of entry for users, as well as seamlessly automated workflows within and between the Managers.
In this session, you will get a chance to see the enhanced fixed income execution workflows delivered in 6.1 along with OTC derivative MTF connectivity. Discussion will also cover the MiFID II deliveries that impact Order Manager and the future roadmap.
If you are responsible for trading on a day-to-day basis, or part of the business analyst/system support team for your traders, and would like an update on the Order Manager roadmap and SimCorp’s Trading domain strategy, this session will be highly relevant.


Session times:
Wednesday, September 20, 2017 – 10:15 am to 11:00 am
Wednesday, September 20, 2017 – 1:00 pm to 1:45 pm
Wednesday, September 20, 2017 – 3:15 pm to 4:00 pm


5: Collateral and OTC Derivatives

Mark Baker, Product Manager for Collateral Management, OTC, and ETD, SimCorp

2017 has represented a year of fundamental change in the combined world of OTC instruments and associated collateral management.

For collateral management, this session will explore the key SimCorp Dimension enhancements in versions 6.1 and 6.2 to support this industry-wide change. We will also elaborate on the roadmap as SimCorp starts to bring together front, middle and back office in the collateral management value chain.

For OTC instruments, this session will provide an update on the additional instrument coverage available in versions 6.1 and 6.2, including front office workflows, and outline the roadmap for future releases.

This session complements the Advanced Instruments and Valuation Models session which will present an overview on recently implemented OTC analytics and the associated roadmap.


Session times:
Wednesday, September 20, 2017 – 10:15 am to 11:00 am
Wednesday, September 20, 2017 – 1:00 pm to 1:45 pm


6: Trade Processing: Securities, private debt, and corporate actions

Igor Gramatikovski, Product Manager for Trade Processing, SimCorp

In this session, we will explore SimCorp’s existing solutions and roadmap for addressing the industry-wide challenges of securities processing under the cost, regulatory, cybersecurity, efficiency, and technological pressures.

Join this session to learn about the evolution of our Trade Processing solutions and to learn more about SimCorp’s plans for addressing developments in the post-trade processing space.

Furthermore, with private debt being a popular investment target in a low/negative interest rate environment, SimCorp proudly announced the release of a dedicated Private Debt module in v6.1 to address the complex structures and manual routines involved.

This session will explain further how the newly released module assists investment managers in simplifying their processing of private debt instruments.


Session times:
Wednesday, September 20, 2017 – 10:15 am to 11:00 am
Wednesday, September 20, 2017 – 1:00 pm to 1:45 pm
Wednesday, September 20, 2017 – 3:15 pm to 4:00 pm


7: Money Markets and Reconciliation

Paul Michael, Product Manager for Money Markets and Reconciliation, SimCorp

Join this session to learn more about the trends in liquidity and inventory management and how an integrated reconciliation solution like Reconciliation Manager optimizes operations in this area.

Attend to find out what SimCorp has done since in the past few versions and what our plans are in the future for both reconciliation and money markets.

This session would be of interest for back office, operations, and reconciliation experts as well as those responsible for inventory management from a front office perspective.


Session times:
Wednesday, September 20, 2017 – 10:15 am to 11:00 am
Wednesday, September 20, 2017 – 1:00 pm to 1:45 pm
Wednesday, September 20, 2017 – 3:15 pm to 4:00 pm


8: Investment Accounting Manager: Mastering the complexity

Arne E. Jørgensen, Product Manager for Accounting, SimCorp

Your daily challenges include new accounting and tax rules, new reporting requirements, and investments in new instruments and new jurisdictions. In addition, you are faced with the internal demand for fast and reliable information. Join this session to learn how SimCorp Dimension can support you in meeting these challenges – in one system.

You will also learn about the latest features in Investment Accounting Manager and General Ledger Manager, as well as our plans for new functionality.

Register for this session if you are a practitioner or manager working with accounting, accounting policies, or the IT infrastructure for your firm’s accounting processes.


Session times:
Wednesday, September 20, 2017 – 10:15 am to 11:00 am
Wednesday, September 20, 2017 – 1:00 pm to 1:45 pm


9: Fund Administration Manager: Obtain workflow control across complex fund structures

Peter Erik Hertel, Product Manager for Fund Accounting, SimCorp

Are you working with tight deadlines and trying to achieve the highest quality in your daily deliveries? Furthermore, can you make the products more complex and still maintain the same quality and control?

Fund Administration Manager is SimCorp Dimension’s solution for processing your recurring workflows. You get an online view of processes, exceptions, and key figures modelled to operational users as well as senior manager level.

Join this session to get a preview of Fund Administration Manager’s current development progress, latest key features, and our roadmap. Learn about enhanced support for new tax transparency requirements and the continuous improvement of the exception-handling process.

Attend this session if you are a Fund Administrator or responsible for the efficiency and quality of the workflow processing of multiple portfolios.


Session times:
Wednesday, September 20, 2017 – 10:15 am to 11:00 am
Wednesday, September 20, 2017 – 1:00 pm to 1:45 pm
Wednesday, September 20, 2017 – 3:15 pm to 4:00 pm


10: Exposure and investment forecasting solutions in Risk Analysis Manager and Strategy Manager

Else Braathen, Product Manager for Risk Management, SimCorp

No one can predict the future, but we can be prepared by seeking answers to a set of good “What-if..” questions.

With Risk Analysis Manager, we provide Value-at-Risk and stress test solutions where the future portfolio values and potential losses are estimated in modelled and user-defined scenarios.

Strategy Manager combines user-defined future market data and asset allocation scenarios, also calculating the values and solvency measures in these scenarios, which enables a useful analysis prior to following a strategy, fulfilling the Solvency 2 regulatory requirements. The roadmap includes re-investment rules for the security and externally provided cash flows and calculation of the important accounting figures.

Join this session to get an overview of the risk and forecasting solutions available and to get insight into our roadmap.


Session times:
Wednesday, September 20, 2017 – 11:15 am to 12:00 pm
Wednesday, September 20, 2017 – 2:00 pm to 2:45 pm


11: Performance Manager: Insight for investors and portfolio managers

Lars Bjerre Hansen, Product Portfolio Manager for Portfolio Analytics and Reporting, SimCorp

Investors and portfolio managers continue to request more insight into performance analytics. Investors seeks to understand the results achieved and portfolio managers to gain insight to confirm or adjust their investment strategy.

Join this session to hear about SimCorp Dimension’s Performance Manager solution. Learn how you can leverage its integrated performance measurement and attribution capabilities to create insight for both investors and portfolio managers.

You will also hear about new analytical capabilities and how you can apply SimCorp’s Factor-Based Fixed Income Attribution model to tailor the analysis to your investment process.

Register for this session if you would like to learn more about how SimCorp Dimension can help you provide better performance insight for your investors and portfolio managers.


Session times:
Wednesday, September 20, 2017 – 11:15 am to 12:00 pm
Wednesday, September 20, 2017 – 2:00 pm to 2:45 pm
Wednesday, September 20, 2017 – 3:15 pm to 4:00 pm


12: KPI Manager: Monitor and benchmark your business

Lars Ole Hansen, Product Manager for Portfolio Analytics and Reporting, SimCorp

Are you a COO or Head of Operations interested in staying up-to-date on your business operations performance? Or are you managing the operations team and need to report operational KPIs and explain root causes of over- as well as underperforming processes?

If so, join this session to learn about SimCorp’s new initiative to expose selected key performance indicators to users of SimCorp’s new cloud platform ‘SimCorp Evolution’ and hear how you in the future will be able to track the performance of your business compared to your peers’.

In this semi-interactive session, we will discuss opportunities related to using cloud technology to calculate market benchmarks of investment managers in the same business.


Session times:
Wednesday, September 20, 2017 – 11:15 am to 12:00 pm
Wednesday, September 20, 2017 – 2:00 pm to 2:45 pm


13: Alternative Investments Manager: The future of alternative assets in SimCorp Dimension

Hugues Chabanis, Product Manager for Alternative Investments, SimCorp

Do you manage alternative investments outside SimCorp Dimension?

Join this session to learn about the existing functionalities provided by SimCorp to support your alternative investments. You will also hear how those will evolve to give you a unique, integrated, and complete alternative investment offering in your SimCorp Dimension solution.

Attend the session to get a status update on our global alternative investments roadmap as well as a preview of the future Alternative Investments Manager. Specifically, you will get insights on the upcoming 6.3 to 6.5 releases, including a new alternative investments data structure, look-through, and an improved transactions flow.


Session times:
Wednesday, September 20, 2017 – 11:15 am to 12:00 pm
Wednesday, September 20, 2017 – 2:00 pm to 2:45 pm
Wednesday, September 20, 2017 – 3:15 pm to 4:00 pm


14: Decreasing Cost of Operations: System Manager, Configuration Management, and Service Platform

Jacob Goltermann, Product Portfolio Manager for Technology, SimCorp

SimCorp Dimension – One System for a Complex World
We know that the world is complex and that operating SimCorp Dimension can be complicated. But how can we improve our system operations to control complexity in a simple way?

SimCorp Dimension offers tools like System Manager, Business Rule Manager, Service Platform, and Configuration Transport. These are all tools designed to decrease the cost of operating SimCorp Dimension.

Join the session to get an overview of the existing tools and capabilities as well as our roadmap, including the idea to establish a multi-tenant Configuration Manager. An application that we envision will be able to control multiple SimCorp Dimension instances and be part of SimCorp’s new cloud solutions.


Session times:
Wednesday, September 20, 2017 – 11:15 am to 12:00 pm
Wednesday, September 20, 2017 – 2:00 pm to 2:45 pm


15: Cloud: Underway to our future platform

Victor Valore, Product Manager for Cloud, SimCorp

SimCorp is dedicated to providing you “One System for a Complex World” and is therefore extending the SimCorp Dimension product with SimCorp Evolution services being available in the cloud.

By extending SimCorp Dimension with SimCorp Evolution, we are creating a hybrid cloud solution for our clients to join through SimCorp Connect.

In this session, we will explain SimCorp Connect, SimCorp Exchange, and SimCorp Evolution, highlighting the business benefits and the steps to join.

This session is equally relevant for business application owners and system administrators who need to understand the future software platform of SimCorp.

Leaving this session, you will be ready to engage your organization in setting up the SimCorp Connect Agreement.


Session times:
Wednesday, September 20, 2017 – 11:15 am to 12:00 pm
Wednesday, September 20, 2017 – 2:00 pm to 2:45 pm
Wednesday, September 20, 2017 – 3:15 pm to 4:00 pm


16: Data Warehouse Manager and the Investment Management Warehouse

Michael Sinnet, Product Manager for Data Warehouse, SimCorp

Being able to report on consistent data is one of the key challenges investment managers are facing today. SimCorp’s integrated data warehouse solution for investment managers features a dimensional data model designed for the investment management industry and provides an easy-to-use structure for business analytics and reporting in a consistent way.

Recently, we have focused on strengthening the solution’s functionalities by consolidating data from different sources as well as delivering strong integration with other areas of SimCorp Dimension.

Join this session to get an overview of what is new in the SimCorp Investment Management Warehouse and learn how you can implement our ready-to-use data warehouse in weeks instead of initiating a multi-year project.

Register for this session if you are a technology officer, data warehouse architect, or owner of the business solution.

Session times:
Wednesday, September 20, 2017 – 11:15 am to 12:00 pm
Wednesday, September 20, 2017 – 2:00 pm to 2:45 pm


17: Connectivity and Data Management: An update

Howie San, Product Portfolio Manager for Data Management, SimCorp

Connectivity and data management. Whilst some may see these topics as “techy” or “geeky” compared to say the front office domain, the reality is that no investment management firm can operate without mastering them.

So, come along to this interesting session to hear and see demonstrated SimCorp’s latest developments in both fields. Find out about our growing data management capabilities, and our new connectivity features. Hear also about where we are going in the future and our vison in these undoubtedly technical but also very important areas, and give feedback to us on what direction you want SimCorp to go in these essential domains.

Anyone interested in connectivity or data management should attend.

Session times:
Wednesday, September 20, 2017 – 11:15 am to 12:00 pm
Wednesday, September 20, 2017 – 2:00 pm to 2:45 pm


18: Advanced Instruments and Valuation Models: A transparent, integrated, and robust solution

Carl Balslev Clausen, Product Manager for Structured Products, SimCorp

Today, even the simplest products such as vanilla swaps have become exotic when you assess their value and risks. The curve construction is complex and requires integration with legal documentation such as the CSA agreement.

Join this session to learn how SimCorp Dimension supports collateral-consistent pricing across all derivatives.

Advanced yield-enhancement or hedging strategies often involve either simple options or exotic derivatives. Recently, SimCorp Dimension has been enhanced with new valuation models, new market data, and increased transparency. In addition, the XpressInstruments framework has been enhanced to support streamlined management and trading of custom instruments.

Join this session to learn about the significant progress in pricing models and management of custom, exotic instruments.

Session times:
Wednesday, September 20, 2017 – 11:15 am to 12:00 pm
Wednesday, September 20, 2017 – 2:00 pm to 2:45 pm
Wednesday, September 20, 2017 – 3:15 pm to 4:00 pm