Hot topics

Tuesday September 19

1: Strategy Manager: Regulatory reporting and forecasting – 6.3 focus on Solvency 2

Else Braathen, Product Manager for Risk Management, SimCorp

What are the consequenses of:
• changing the asset allocations;
• entering new products or markets; and/or
• changing the cash in- and outflows of the portfolios?

In this session, we will look at these interesting questions to portfolio, risk, and strategic investment managers seeking to predict future portfolio values (potential losses), regulatory impact, and accounting figures like forecasted balance sheets.

Strategy Manager is a powerful what-if solution taking the outset in current/past positions and adding user-defined potential future market scenarios and cash/holding changes.

Join this session to learn about the 6.3 deliveries for Strategy Manager in detail. We will focus on the Solvency 2 requirements which present some very cumbersome workflows, but you will also find the solution useful for general investment decision support. We will also outline the roadmap beyond 6.3 where we will include more sophisticated cash flow investment rules and accounting figures.

Session times:
Tuesday, September 19, 2017 – 10:45 am to 11:30 am
Tuesday, September 19, 2017 – 11:45 pm to 12:30 pm
Tuesday, September 19, 2017 – 1:30 pm to 2:15 pm

2: The New Collateral Landscape: Visualization, notification, and optimization

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

The global adoption of BCBS / IOSCO rules has significantly increased the workload for collateral operations deparments whilst simultaneously increasing both front- and middle office’s oversight of the process.

The session will cover:
• Dashboards to enhance the visualization of key margin call data for front, middle and back office
• Margin Manager to efficiently communicate with counterparties either electronically or via email
• Auto-allocation to automate and optimize the selection of collateral based on defined rules
• Compliance Manager to maintain adherence to in-house compliance rules, in addition to standard CSA collateral eligibility
• Asset Manager to enable the front office to review CSA exposure, undertake stress tests and review proposed collateral transactions

The session is applicable to all stakeholders in the collateral process.

Session times:
Tuesday, September 19, 2017 – 10:45 am to 11:30 am
Tuesday, September 19, 2017 – 1:30 pm to 2:15 pm
Tuesday, September 19, 2017 – 2:30 pm to 3:15 pm

3: Alternative Investment Manager: A new, fully integrated solution for your alternative investments

Hugues Chabanis, Product Manager for Alternative Investments, SimCorp

Join this session to get a first sneak pre-view of the new Alternative Investment Manager being released in version 6.3, including:

  • New Manager application dedicated to alternative investments
  • Dedicated support for the core alternative investments asset classes, including configuration options for custom data models
  • Improved transaction handling for alternative investments assets
  • Support for direct and fund-based investments
  • Fund look-through and decomposition

The release of the integrated Alternative Investment Manager will enable you to simplify your architecture by using SimCorp Dimension across both traditional and alternative asset classes. This will give you all the benefits of one integrated platform across all your investments.

Session times:
Tuesday, September 19, 2017 – 10:45 am to 11:30 am
Tuesday, September 19, 2017 – 1:30 pm to 2:15 pm
Tuesday, September 19, 2017 – 2:30 pm to 3:15 pm

4: Cloud: The why and the what

Anders Kirkeby, Technical Fellow, Vice President – Enterprise Architecture, SimCorp

SimCorp is heading into the cloud and we very much hope you will join us!

Moving into the cloud is a long-term strategy, which is ultimately about delivering seamlessly integrated functionality that can quickly adapt to your evolving needs – without you having to host and operate systems.

We will show what we have launched and delve into the bigger picture, where our priorities are and how you can influence our direction and pace.

Join this session to learn at least three things:

• Benefits of joining our cloud now
• What you can expect from SimCorp in the cloud
• How the cloud is a safe and secure place

Session times:
Tuesday, September 19, 2017 – 10:45 am to 11:30 am
Tuesday, September 19, 2017 – 1:30 pm to 2:15 pm
Tuesday, September 19, 2017 – 2:30 pm to 3:15 pm

5: MiFID II: Only pain and no gain?

Gernot Schmidt, Product Manager for Front Office, SimCorp
Nicolas Koechlin, CEO, OTCX

There is industry-wide agreement that MiFID II is the biggest regulatory challenge ever faced by the buy side. It impacts every aspect of investment managers’ business models – from client relationship management to product design and distribution to trade execution and post-trade reporting.

The implications of MiFID II are increasing complexity at a time when buy-side firms are already under intense pressure to adjust their business model to accommodate growing investor sophistication, margin reductions, and low-yield markets.

This session’s aim is to answer how compliance with MiFID II can help your organization to address these problems. Join the discussion if you agree (or want to believe) that regulatory compliance can be an enabler for success.

Session times:
Tuesday, September 19, 2017 – 10:45 am to 11:30 am
Tuesday, September 19, 2017 – 11:45 am to 12:30 pm
Tuesday, September 19, 2017 – 1:30 pm to 2:15 pm

6: Digital First

Host: Tomas Edwards, Senior Product Marketing Manager, SimCorp
David Villaseca, Financial Services Lead, Accenture Digital
Marc Mallet, Vice President, Sales, SimCorp

Investment managers and their clients are thinking about digital. The term “Digital Transformation” is being used to describe the processes occurring when new technologies are replacing manual processes and/or human involvement.

All organizations should have a digital strategy of some kind, or be in the process of developing one. “DIGITAL FIRST” is almost becoming a mantra and reflects a situation where all decisions, projects, and so forth are considered in a digital context, i.e. does it fit the future state of the organization and the challenges to be met. Today’s complex world can be better understood, analyzed, and tackled with appropriate technology.

Attend this session to get insight and knowledge from leading experts on “digital” and how it is (or will be) transforming your worklife and organization.

Anyone with an interest in their organization’s strategy, the future state of our industry, or in technology revolution should register for this session.

Session times:
Tuesday, September 19, 2017 – 10:45 am to 11:30 am
Tuesday, September 19, 2017 – 11:45 am to 12:30 pm

7: Regulatory Change Management

Moderator: Martin Engdal, Director, Global Product Marketing, SimCorp
Nicole Grootveld, COO, MN Services
Erwin Jager, Manager Functioneel Beheer & Datamanagement, Achmea Investment Management
Umar Zaman, Director Wealth and Asset Management, EY
Carsten Kunkel, Head of SimCorp Regulatory Center of Excellence, SimCorp

How do investment managers prepare to efficiently respond to existing and upcoming regulations? Replying to this question, we will focus less on individual regulations and rather take a holistic stance on the topic of change management.

Currently, investment managers are accelerating the maturity of their regulatory change-management programs. This will lead to increasing technology investments to better utilize existing resources, reduce operating costs, satisfy regulators, and ultimately forecast the potential impact(s) of new and changing regulations on their products and business lines.

Join this session to get insights from industry experts into how you best adapt to a complex world, particularly, the challenges from increasing regulation, reporting, and transparency demands.

Session times:
Tuesday, September 19, 2017 – 10:45 am to 11:30 am
Tuesday, September 19, 2017 – 11:45 am to 12:30 pm

8: Multi-Asset Class Strategies: Supporting new instruments and asset classes effectively

Host: Even Claussen, Senior Product Marketing Manager, SimCorp
Zeynep Meric-Smith, Director, Wealth and Asset Management, Ernst & Young LLP

While the concept of multi-asset class investments has been around for many years, they are growing in popularity as the low-return investment markets are pushing investors to go beyond their traditional strategies to increase revenue.

However, multi-asset class stragies present operational and technological challenges when it comes to supporting multi-geography and multi-asset class investing, accounting, monitoring and reporting.

In addition, you have the operational system challenges from the emergence of new instruments and asset classes, not the least alternative investment types like private equity, real estate, and infrastructure. Does your investment management system support all the new instruments or are you forced to cover these with disparate specialized systems (or Excel)?

This session will delve into emerging new strategies, in particular alternative investments, and discuss challenges and opportunities for supporting multi-asset strategies effectively from a systems perspective.

Session times:
Tuesday, September 19, 2017 – 10:45 am to 11:30 am
Tuesday, September 19, 2017 – 2:30 pm to 3:15 pm

9: System Consolidation: Optimizing your business model and maintaining control over investments

Host: Marlena Fitts, Senior Product Marketing Manager, SimCorp
Greg Faragher-Thomas, Director, Alpha Financial Markets Consulting

System consolidation is top of mind for firms that want to effectively compete in today’s environment. The cost of a fragmented infrastructure is too high.

This session aims to give the audience insight into how they can apply a consolidated approach in a systematic way without breaking the budget or increasing risk. Insourced and outsourced client examples will be cited.

System consolidation is a roadmap toward the successful execution of our “One System for a Complex World” conference theme.

This session is for investment management leaders looking for ways to simplify their, or their clients’, business and to empower their teams to be innovative and act with agility by removing technological limitations.

Session times:
Tuesday, September 19, 2017 – 1:30 pm to 2:15 pm
Tuesday, September 19, 2017 – 2:30 pm to 3:15 pm

10: SimCorp Coric: Marrying agility with simplicity in client communications and reporting

Ian Rees, Product Manager, SimCorp Coric

Quality of client service, combined with performance, is what keeps clients loyal. If you lack the power and agility to create high-quality personalized client communications, and to modify them in a timely manner when requested to do so by clients – or regulators – your business is at risk of attrition and non-compliance.

Join this session to learn how SimCorp Coric with the added flexibility of the new Coric Connect module, is tightly integrated with SimCorp Dimension’s front-to-back platform giving you the power to deliver ad-hoc client reports, fund fact sheets, pitch books, client meeting packs, and other client communications, in print or via a self-service online reporting environment.

During a live, interactive demo, you will see how reports, websites, and webpages can be created simply and quickly, with instantaneous results, and no IT involvement. Learn what’s new, and what’s coming soon.

Session times:
Tuesday, September 19, 2017 – 11:45 am to 12:30 pm
Tuesday, September 19, 2017 – 1:30 pm to 2:15 pm

11: Regulatory Monitoring Services: Keeping up with frequently changing regulations

Markus Volk, Regulatory Center of Excellence, Business Consultant Principal, SimCorp
Michael Schuler, Regulatory Center of Excellence, Senior Business Consultant, SimCorp

Achieving regulatory compliance in today’s financial industry is a challenge. It requires agile systems, expert teams, and flexible organizations to ensure timely regulatory compliance in a cost-efficient way.

What is even more challenging for financial institutions is to keep up with the speed of changes to existing regulations. Good examples are UCITS, but even more so Europe’s derivatives regulation, EMIR.

Join this session to hear about SimCorp’ Regulatory Monitoring Services and how clients benefit from the insights provided by SimCorp’s Regulatory Center of Excellence. You will also learn about the imminent changes within EMIR Trade Repository Reporting and how SimCorp supports clients in keeping up.

Finally, one of our Regulatory Monitoring Service clients will speak about their experiences and how the service helps them reduce the effort required to keep up-to-date with changing regulations.

Session times:
Tuesday, September 19, 2017 – 1:30 pm to 2:15 pm
Tuesday, September 19, 2017 – 2:30 pm to 3:15 pm

12: SFTR: A view on the similarities and differences with EMIR and the outlook for its implementation

Sandra Castro López, Relationship Manager UK, Ireland & Nordics, REGIS-TR

Join this session to get an overview on the regulatory framework for Securities Financing Transactions Regulation (SFTR) and how this compares to EMIR. Hear from REGIS-TR why they regard SFTR to be more complex than EMIR in many respects, yet remain optimistic for its implementation as many lessons appear to have already been learned.

Session time:
Tuesday, September 19, 2017 – 11:45 am to 12:30 pm

13: MIFID II: Addressing the best execution challenges for Fixed Income

Paul Williams, Senior Director, ICE Data Services

Attend this session, if you would like to learn about addressing MIFID II challenges for Fixed Income through ensuring that ‘all sufficient steps’ are taken to achieve the best execution for fixed income trades. We will review the challenges, share different approaches being implemented, and highlight the data, analytics, and tools available to assist firms in meeting the best-execution requirements.

Session time:
Tuesday, September 19, 2017 – 1:30 pm to 2:15 pm