Data is perhaps the most important collateral that a fund management company owns. Without accurate and complete data, fund managers, no matter how skilled, will struggle not only to understand the state of the market and future trends, but will struggle to understand even where they are at the moment.
In this Fact Sheet, Citisoft plc discusses some of the current challanges and opportunities in Investment Management Data Management.
In this Fact Sheet, Citisoft plc describes some of the specific challenges and opportunities in using Data Warehouses for investment management purposes.
Risk in investment management is a comprehensive and complex subject. The term Enterprise Risk has been coined to represent the total risk facing a fund management company and this is a large subject, forming the basis of another factsheet. Within Enterprise Risk, fund managers talk about Market Risk, Operational Risk and Counterparty Risk. This factsheet will focus on Market Risk.
Volatility, or sigma, is a measure of how probable it is that a quantity value can differ wildly from its current value. Value at Risk (VaR) is the maximum loss not exceeded with a given probability, defined as the confidence level, over a given period of time. Volatility and VaR are vital concepts in the risk management of portfolios and in financially uncertain times, good risk analysis and management becomes ever more important and of vital concern to clients.
A general opinion has been expressed that whereas Muslims account for 20% of the world’s population, Islamic finance accounts for less than 1% of its financial instruments. Most people in the west have vague notions about what the term ’Sharia’a Compliant’ means, but clearly the secret to winning management opportunities for this vast pool of wealth, is to understand in detail what the term means, not only in terms of its context within the teachings of the Qur'an, but in particular in the context of the personal faith of millions of Muslims worldwide. This factsheet attempts to lay out the basic principles as a basis for further study.
