Press Releases & News

2018

 

SLATER INVESTMENT Ltd subscribes to OTCFin-Morningstar’s PRIIP KIDs and EPTs service

 

 

Published March 2018

 

Slater Investments Ltd., an investment management company which provides equity products and hedge funds, has selected OTCFin to assist them with… View full article

OTCFin and Morningstar provide End-to-End Solution for PRIIPs KIDs and EPT Production

 

Published March 2018

 

OTCFin and Morningstar have worked together on providing their mutual clients with an end-to-end solution for their PRIIP KIDs and/or EPT needs. The solution consists of… View full article

OTCFin attends the Quant event: “Quantitative & Asset Management Workshop – Venice”

 

 

The Lead Quantitative & Asset Management Event in Europe. March 1st- 2nd 2018.

Venice – Italy

View Agenda

2017

 

WAY FUND MANAGERS subscribes to OTCFin-Morningstar’s PRIIP KIDs and EPTs service

 

 

Published December 2017

 

Way Fund Managers, a British Asset Manager dedicated to the operation of collective investment schemes, has selected OTCFin… View full article »

OTCFin attends the ALFI event: “Switzerland Roadshow – Luxembourg: The Global Fund Centre”

 

 

Fund industry experts with a broad variety of professional backgrounds from both Luxembourg and Switzerland update attendees on the most recent developments in cross-border investment fund distribution and innovative solutions in the alternative investments space.

2016

 

OTCFin at the North American Financial Information Summit 2016

OTCFin is pleased to participate as a Co-Sponsor in the North American Financial Information Summit 2016 in New York city, which is the leading forum for the US market and reference data professionals… Read more

OTCFin Sponsors Solvency II Panel at Semana del Seguro (Insurance Week) in Madrid

 

 

Published February 12, 2016

 

 

Semada del Seguro (Insurance Week) is an annual 3-day forum for Spain’s insurance industry, providing in-depth analysis and research on hot topics in the insurance sector…View full article »

2015

 

IDeA FIMIT – Leading Italian Real Estate Firm chooses OTCFin’s Risk Data Management Platform»

 

 

Published September 21, 2015

 

 

OTCFin, a financial technology firm specializing in Portfolio and Risk data management solutions, announces that Groupe IDeA FIMIT, a leading Italian Real Estate firm, selected OTC Fin to develop a Real Estate Risk Management….View full article »

OTCFin Participates in the A-Team Data Management Review Webinar about Challenges and Opportunities of Risk Data Management

 

 

 

Published July 21, 2015

 

 

Risk data management has become a focus for many financial institutions, not only as a means to comply with incoming regulations, but also as the basis of business benefits ranging from reacting quickly to deteriorating situations to optimising capital requirements and cutting operational costs….View full article »

OTCFin Participates in the A-Team Data Management Review Webinar about Data Management Challenges of Solvency II

 

 

Published June 2, 2015

 

 

 

The January 2016 deadline for Solvency II compliance is fast approaching, leaving many insurance firms, asset managers and third-party administrators with much to do as they tackle data management issues that are raised by the regulation and include huge data volumes, multiple data sources, new data types and complex data aggregation….View full article »

AGRICA Group Subscribes to OTCFin’s Enterprise Data Management Service

 

Published May 13, 2015

 

AGRICA, the French social welfare group for agricultural sector workers, has selected OTCFin to assist them with their Solvency 2 implementation as well as help AGRICA EPARGNE, their asset management arm, streamline their investment process….View full article »

2014

 

The Data Management Summit

 

 

Published October 29, 2014

 

 

DMS is a key meeting place for the reference data and risk management community enabling access to commentary and analysis, in-depth research for financial institutions, technology and data suppliers and regulatory bodies. OTCFin is pleased to be participating…View full article »

OTCFin Presentation at Managed Fund Association Outlook 2014, New York City

 

 

Published October 16, 2014

 

 

 

Managed Fund Association (MFA) is the leading association of the global hedge fund industry. Outlook 2014 is MFA’s annual two-day hedge fund leadership conference in New York. Over 400 thought leaders from around the world share their insights and outlooks …View full article »

OTCFin Sponsors 4th Marcus Evans “Managing Insurance Assets under Solvency II” – Conference in London, UK

 

 

Published September 11, 2014

 

This annual Marcus Evans conference demonstrates practical investment strategies and addresses questions around the future of the insurance industry. It demonstrates how insurance companies are changing and adapting their products for the new investment environment. …View full article »

Announcing PPIDX™, A Proposed Private Placement Corporate Bond Index

 

Published August 5, 2014

 

OTCFin and Sagamore Advisors, Inc. announce their intention to create PPIDX™, a private placement corporate bond investment performance index to serve as a benchmark for privately held corporate bonds. In the relatively illiquid…View full article »

SIX Financial Information Announces Reference Data Integration with PATOne Suite from OTCFin

 

Published June 24, 2014

 

Zurich, Stamford -SIX Financial Information today announced the availability of its security reference and regulatory compliance data to users of the PATOne Suite from OTCFin,a leading provider of data management and analytics integration tools and services… View full article »

OTCFin and ARAMA, LLC Present at Club AMPERE on the Topic of Asset Liability Management Framework and Implementation

 

Published June 11, 2014

 

PARIS- In a special presentation to the Club AMPERE group, Mr. Raymond Li, Founder and President of ARAMA, LLC talked about the practical approach of analyzing Duration and Spread gaps in the Balance Sheet, together with monitoring Stress cases… View full article »

2013

 

OTCFin Appoints Two New Executives for Business Development

 

Published December 20, 2013

 

OTCFin is pleased to announce that it has strengthened its core management team with the appointment of Ludovica Grisi della Pie and Elie Cohen as Heads of Business Development for Europe and for the Americas respectively… View full article »

OTCFin Integrates Solvency II Engine into Data Platform

 

Published January 2013

 

Technology vendor OTCFin has launched a Solvency II engine that offers enhanced transparency and look-through functionality… View full article »

2012

 

OTCFin launches Plug and Play PATOne and Solvency II Engine

 

Published November 11, 2012

 

With the January 1, 2014 deadline looming for enforcement of Solvency II regulations, insurers are assessing the readiness of their internal risk management systems and processes for compliance… View full article »

2011

 

OTCFin’s Data Warehouse to Help Buy Side Firms and Institutional Investors Achieve a Comprehensive View of Market, Credit, Liquidity and Portfolio Risk

 

Published May 23, 2011

 

OTCFin announced the release of PAT DW (Portfolio Analysis Tool Data Warehouse), Version 3, which merges Funds of Funds and multi-asset security level data whereby providing increased transparency of portfolio holdings via its look-thru capability…. View full article »

OTCFin Introduces Updated Data Warehouse Solution

 

Published February 25, 2011

 

OTCFin, a provider of front and middle office financial technology to investment managers, hedge funds, hedge fund of funds and institutional investors, announced the release of PAT DW (Portfolio Analysis Tool Data Warehouse)… View full article »