Adeptyx Update – August 2012

August 21st, 2012

Adeptyx

Adeptyx Consulting, Inc.

952-943-3948

 

Volume 1, Issue 2
August 2012
Adeptyx
In This Issue
Getting Vendor Applications to Actually Work
Optimizing Convexity Risk through Fixed Income Analytics
Adeptyx Welcomes New Consultants
    

 

    

 

    
    
Welcome to the August edition of the Adeptyx Update. We focus exclusively on Investment Management Systems and Process Solutions. We work with many leading firms to improve operational efficiencies while reducing risk.  We hope you find these articles both interesting and thought provoking.

Getting Vendor Applications to Actually Work

 

Have you been seduced by technology?  Imagine sitting in a conference room listening to a vendor expound on the amazing capabilities of their products. Then you take the plunge and integrate this amazing software into your workflows.  The vendor sends out an integration specialist (at your expense) to help implement said software.  Everything is going wonderfully.  Then, the specialist moves on to his next project, only to leave you with software that doesn’t quite live up to its conference room presentation.

Vendor presentations are created to show the capabilities of their products.  Therefore, they are crafted and designed with precise parameters.  Carefully rehearsed so there are no rough edges.  Wouldn’t it be great if there were no rough edges in the real world?

Adeptyx consultants can help smooth out the rough edges.  We take an objective view of your workflow and of the vendor solutions.  Applying industry best practices, we construct workflows that work for your business utilizing the capabilities of software. Read about a real world solution

 

Optimizing Convexity Risk through Fixed Income Analytics

Adeptyx In today’s market environment, several key factors exist that serve to make the effect of convexity on a MBS portfolio especially pronounced.  This article will briefly review two principal issues that mortgage portfolio managers are currently focused on – volatility in the US Treasury market and options for hedging – together with the corresponding impact on fixed income analytic systems (such as Yield Book, POINT or Blackrock). Read more

Adeptyx Welcomes New Consultants

Mark Bredesen

Mark is a versatile and skilled project manager and business analyst with more than ten years experience in investment banking and asset management firms in NYC and Boston.  He has a particular focus on developing complex fixed income analytics and data warehouse solutions.

Read more about Mark

Michael Nguyen

Michael has over 20 years of experience in financial services on a variety of platforms for leading global institutions.  His skills as a developer have enabled him to lead large scale development on systems such as PORTIA, EDS Metaphase and Axiom among others.

Read more about Michael

Terry Claude

Terry is an IT, Trading and Operations Specialist with over 20 years of experience in large Investment Management firms.  She has been a leader in large global implementations including trading and back office systems.  She has extensive knowledge in all aspects of Investment and Wealth Management including accounting, compliance, marketing, portfolio management and research analysis.

Read more about Terry

 

 

Thank you for taking time to keep up-to-date on Adeptyx.  Please contact us if you would like to learn more about how we can help your firm manage the complex systems essential to Institutional Asset Management.
Sincerely,

Ari Fuad, CFA

President, Adeptyx Consulting

 

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