In contract negotiations, having access to the right data — and knowing how to interpret it — can be the difference between securing favorable terms or leaving value on the table. One of the most effective ways to strengthen a negotiation strategy is through...

Meeting your payment and delivery obligations doesn’t mean you’re in the clear. Many agreements, such as prime brokerage, term commitments, derivative agreements and fund administration agreements contain provisions that allow banks and vendors to terminate the...

Investment firms thrive on efficiency, precision, and strategic partnerships. Yet, managing contracts across multiple vendors can quickly become a complex and time-consuming challenge. With each vendor agreement carrying unique terms, deadlines, and compliance...

Uncleared Margin Rules (UMR) have been shaking things up in the derivatives world, adding layers of compliance that investment firms can't afford to ignore. Understanding and tackling them head-on can save you from major operational headaches. Given the approaching...

Contract compliance is an important daily obligation for investment firms. As requirements imposed by regulators and clients grow, traditional contract tracking methods are ever more prone to result in delays or errors in complying with the terms of these...

Data analytics has transformed investment management, aiding portfolio selection and risk management. Yet, contract negotiations—a crucial aspect of financial operations—are often stuck in the past, relying on precedent and intuition instead of hard data. The same...