BondEdge Compliance Module

Dear Fixed Income Professional:

We invite you to register for access to the replay of our recently recorded webcast: BondEdge Compliance Module

Recording Info:
Topic:
Recorded:
Duration:
Cost:
BondEdge Compliance Module
Thursday, July 19, 2012
1 hour
Free
Register Now!
Recording Description:

The BondEdge® Compliance Module provides a straight-forward and efficient way to monitor single or multiple portfolio compliance with your investment guidelines on a pre- or post-trade basis. During this webcast, we will provide our customers a demonstration of the BondEdge Compliance Module, including a review of:

  • Compliance guidelines setup, including establishing constraints based upon portfolio averages, sector and credit rating distribution, as well as issuer and issue allocation
  • Pre-trade compliance checking within the BondEdge “What-If functionality”
  • Post-trade compliance reporting, at both the single and multiple portfolio level
  • Exceptions reporting which includes only those portfolios which deviate from the compliance guidelines
  • Recent enhancements, including additional issue and issuer constraints, and the addition of compliance notes fields

Panelist Info:
Louis J. GehringLouis J. Gehring
Senior Vice President, BondEdge® Product Manager
Louis J. Gehring is Senior Vice President, BondEdge Product Management at BondEdge Solutions. Mr. Gehring brings more than twenty years of product management experience and fixed income market expertise, having joined the business in 1991. Mr. Gehring leads our efforts to listen to customer and market demands and to ensure that we continuously improve our BondEdge product allowing it to become more valuable and mission critical to our customer’s business process over time. Mr. Gehring speaks regularly at industry conferences and specializes in the topics of performance attribution and fixed income portfolio risk analysis. Prior to BondEdge Solutions, Mr. Gehring worked as a pension fund consultant in the trust department at Citibank and at the Irving Trust Company. Mr. Gehring holds an MBA from SUNY, Buffalo, and a BS in Physics from Rensselaer.

Philippe RasbornPhilippe Rasborn
Senior Vice President & Director, Product Development
and Quality Assurance
Philippe Rasborn is Senior Vice President & Director, Product Development and Quality Assurance at BondEdge Solutions, and has been with the business since 1996. Mr. Rasborn oversees the product development lifecycle from strategic planning to tactical activities, and provides expertise and leadership in the design, definition and development for all products leveraged from the BondEdge® platform. Mr. Rasborn received his BBA in Finance from Loyola Marymount University, Los Angeles.

Sincerely,
Sonia DixonSonia Dixon
EVP, Client Services and Operations
BondEdge Solutions

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