by GRMAAnalyst | Feb 11, 2020 | Uncategorized
Solution will integrate PCR’s data aggregation capabilities with GRMA’s comprehensive and cost effective SaaS-driven data enrichment and outsourced reporting. New York, NY – February 11, 2020 — Private Client Resources (PCR), the leading provider of total wealth...
by GRMAAnalyst | Sep 10, 2019 | Uncategorized
DANBURY, Conn., Sept. 10, 2019 /PRNewswire/ — ClearStructure announced today that it has entered a strategic partnership with GRMA, a leading financial technology firm providing curated data and reporting on a SaaS basis. To read the press release, please...
by GRMAAnalyst | Apr 11, 2019 | Uncategorized
Asset management firms, including wealth managers, face ever growing challenges in terms of data management and reporting related to their investment exposure, risk management and performance attribution and benchmarking. One driver is that investors and regulators...
by GRMAAnalyst | Feb 26, 2019 | Uncategorized
In the wake of the global financial crisis, a few countries have made some efforts at deregulation. However, by and large, both the number and complexity of regulations, and the associated reporting requirements for asset managers continue to mushroom globally. For...
by GRMAAnalyst | Feb 26, 2019 | Uncategorized
Today, family of offices are invested in a wide range of increasingly more complex and diversified assets. As a result, there is a growing trend among family of offices that are now adopting a model that is similar to what institutional investors such as pensions,...
by GRMAAnalyst | Feb 26, 2019 | Uncategorized
In the last several years, there has been much hype in the media about the importance of ‘Big Data’ and how transformative it will be in producing efficiencies and facilitating better decision making for many businesses and institutions. However, in the investment...
by GRMAAnalyst | Feb 26, 2019 | Uncategorized
In ACQ5 Magazine’s annual Hedge Fund Awards edition, GRMA was named the best “Investment Risk Management Advisory Firm” of the year for 2018. This was the fifth time that a leading investment publication has named GRMA as the best for investment risk management....
by GRMAAnalyst | Feb 26, 2019 | Uncategorized
When it comes to artificial intelligence, investment analysts, customer service managers and compliance managers seem to agree that the technology can help them make informed decisions more quickly and reduce investment, credit and regulatory risk. What about risk...
by GRMAAnalyst | Feb 26, 2019 | Uncategorized
On October 13, 2016, the US Securities and Exchange Commission (SEC) approved new and comprehensive rules to address liquidity risks for mutual funds. In addition, the SEC adopted new mutual fund reporting rules and an optional “swing pricing” rule. Key elements of...
by GRMAAnalyst | Feb 26, 2019 | Uncategorized
Highly liquid, moderately liquid, less liquid, and illiquid. Classifying securities in one of those four buckets for the first time under the US Securities and Exchange Commission’s new liquidity rule will force compliance and risk managers at US mutual funds and...
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