BREAKOUT SESSIONS

Breakout sessions

FRIDAY 16

1: Financial Instruments: OTC clearing, new instruments, and collateral consistent analytics

Mark Baker, Product Manager for Financial Instruments, SimCorp
Peter Erik Hertel, Product Manager for Private Debt, SimCorp

The transformation of the OTC market after the financial crisis continues its progress. Regulation and cost structures are pushing more OTC instruments onto clearing platforms, which brings with it a host of new workflows and post-trade events. Collateralization of OTC is pushing valuation and analytics into multi-curve frameworks, which entails new operational burdens and introduces new risks versus collateral currencies. The requirement for transparency of the analytics has increased, while valuation models have become more advanced due to the collateral effects and due to the low interest rate environment.

Join this session if you would like to hear about the latest enhancements, new instruments, and the roadmap for OTC instruments in SimCorp Dimension, with respect to transaction events, workflows, and analytics.

In this session we will also cover the new enhanced support for private debt, introducing new data structures and workflows enabling you to handle your loans business in SimCorp Dimension.

Session times:
Friday, September 16, 2016 – 10:00 am to 10:45 am
Friday, September 16, 2016 – 11:00 am to 11:45 am
Friday, September 16, 2016 – 1:45 pm to 2:30 pm

2: Alternative Investments Manager: The future of alternative assets in SimCorp Dimension

Hugues Chabanis, Product Manager for Alternative Investments, SimCorp

Are you ready to handle alternative assets in SimCorp Dimension?
Join this session to learn about both the existing and coming functionalities provided in SimCorp Dimension to support your alternative investments. You will also learn how SimCorp will evolve a unique and complete alternative investment offering to give you full support for your alternative assets in your SimCorp Dimension solution.
The session will focus on the coming Alternative Investment Manager, which we are currently developing. You will be able to get a preview of its functionality and gain more insight into what is planned to come in Release 6.2/6.3, including a new alternative investments data structure and an improved transactions flow.

Session times:
Friday, September 16, 2016 – 10:00 am to 10:45 am
Friday, September 16, 2016 – 11:00 am to 11:45 am
Friday, September 16, 2016 – 1:45 pm to 2:30 pm

3: Asset Manager: Extended analytical capabilities and instrument coverage workflows

Martin Shaw, Product Manager for Portfolio Management, SimCorp

As costs and complexities continue to mount increasing challenges to the investment management industry, Asset Manager responds by delivering a cost-effective platform capable of supporting investment decisions which require flexible analytical tools across a wide range of instruments and asset classes.

Asset Manager is a fully integrated part of SimCorp’s Front Office Suite along with Order Manager and Compliance Manager. Each Manager provides a single point of entry for users, as well as seamlessly automated workflows within and between the Managers. Asset Manager provides the decision-support element of this Front Office suite and is designed to support portfolio managers. It offers a unique view of the investment process, including data often only available in the middle and back office.

Join this session to get a preview of Asset Manager’s development progress and our delivery plans for the future.

Session times:
Friday, September 16, 2016 – 10:00 am to 10:45 am
Friday, September 16, 2016 – 11:00 am to 11:45 am
Friday, September 16, 2016 – 1:45 pm to 2:30 pm

4: Compliance Manager: Automated checks, extending the rule audit process, and mobile alerts

David Wheatley, Product Manager for Compliance, SimCorp

Compliance Manager is a fully integrated part of SimCorp’s Front Office Suite along with Asset Manager and Order Manager. Each Manager provides a single point of entry for users, as well as seamlessly automated workflows within and between the Managers. Join this session to get an early preview of the Compliance Manager’s current development progress and its latest key features.

Learn how recent developments allow you to automate compliance checks on transactions, how the change approval process has been further extended and gain an early insight into how managing alerts ‘on the move’ can improve your daily productivity.

Attend this session if you are responsible for the compliance area on a day-to-day basis and would like an update on the Compliance Manager roadmap. We will also explain the key elements of SimCorp’s Compliance solution strategy specifically, and its Front Office strategy generally.

Session times:
Friday, September 16, 2016 – 10:00 am to 10:45 am
Friday, September 16, 2016 – 11:00 am to 11:45 am
Friday, September 16, 2016 – 1:45 pm to 2:30 pm

5: Order Manager: Transformed user interface, OTC derivative capabilities, and FI execution

Matthew Reid, Product Manager for Order Management, SimCorp

Order Manager is a fully integrated part of SimCorp’s Front Office Suite along with Asset Manager and Compliance Manager. Each Manager provides a single point of entry for users, as well as seamlessly automated workflows within and between the Managers.

In this session, you will get a chance to see the impact that the transformed Order Manager user interface will have on the daily work of both traders and operations staff at your organization. You will also be able to see how key capabilities enable you to tackle regulatory challenges and the seismic changes in the fixed income execution space.

If you are responsible for trading on a day-to-day basis, or part of the business analyst/system support team for your traders, and would like an update on the Order Manager roadmap and SimCorp’s Trading domain strategy, this session will be highly relevant.

Session times:
Friday, September 16, 2016 – 12:00 pm to 12:45 pm
Friday, September 16, 2016 – 2:45 pm to 3:30 pm

6: Performance Manager: How fixed income attribution and fund look-through give analytical insight

Lars Bjerre Hansen, Product Manager for Performance Measurement, SimCorp

Investors and managers continue to request more insight into performance analytics to understand the results achieved and be able to confirm or adjust their investment strategy.

Join this session to learn how the new Factor based Fixed income performance attribution (FIPA) can support both your stakeholder reporting and your analytical needs. You will also see a demonstration of the new fund look-through solution in Performance, which will enable you to make performance look-through for both internal and external funds.

You will also be introduced to recently released features, which will help improve your daily operation and let you gain more analytical insight.

Session times:
Friday, September 16, 2016 – 12:00 pm to 12:45 pm
Friday, September 16, 2016 – 2:45 pm to 3:30 pm

7: Risk Analysis Manager: Risk measurement – intraday, end-of-day, and in the future

Else Braathen, Product Manager for Risk Management, SimCorp

Spanning from Duration, Delta Vectors, and sensitivity analytics to Value-at-Risk, Expected Tracking Errors, and stress tests, risk measures are part of your daily investment decisions, limit monitoring, and regulatory reporting.

Join this solution to hear how SimCorp Dimension’s risk solutions can provide all of this on one platform and across all holdings, benchmarks, decompositions, etc. Risk analytics are available to front and middle office users with focus on transparent analysis and audit-proof operation.

Learn about the recently released features including enhanced MSCI RiskMetrics mapping solutions, Compliance Manager integration, and improved stress testing.

Get an understanding of the roadmap with focus on the Strategy Manager project where what-if analysis, strategic asset allocation, market data scenarios, horizon analysis, Investment forecasting, and Solvency II Pillar II measures are key deliveries.

Session times:
Friday, September 16, 2016 – 12:00 pm to 12:45 pm
Friday, September 16, 2016 – 2:45 pm to 3:30 pm

8: Collateral Manager: Collateral management in the world of increased margin requirements

Jan Vendel Petersen, Product Manager for Collateral, SimCorp

The VM big bang took effect September 1, 2016 and with everyone having to comply to the VM requirements for non-centrally cleared OTC Derivatives by March 1, 2017, the management of collateral has an increasing impact on your daily operations and front office trading decisions. Join this session to learn how SimCorp is aligning its collateral management solution to the expected increase in volume by interfacing to market utilities such as AcadiaSoft MarginSphere and Cassini Systems through a transformed user interface.

You will also learn about the recent enhancements to the current solution, where focus has been on the inclusion of event amounts in the exposure calculation, improvements to system performance, and the increased complexity from new legal agreements.

You should join this session if you are working in Collateral Administration, are responsible for management of liquidity, or work as an Operations Manager.

Session times:
Friday, September 16, 2016 – 10:00 am to 10:45 am
Friday, September 16, 2016 – 11:00 am to 11:45 am
Friday, September 16, 2016 – 1:45 pm to 2:30 pm

9: Trade Processing and Corporate Actions Manager: Towards automation and operational efficiency

Igor Gramatikovski, Domain Manager for Trade Processing, SimCorp
Anna Tufvasson, Product Owner Corporate Actions, SimCorp

Standardized and streamlined post-trade processing and management across all capital markets functions is increasingly critical in the new market and regulatory landscape. Join this session to get a preview of how SimCorp is enhancing its post-trade processing offering to support our global corporate Must-Win battles in expanding to new geographies, encapsulating new standards and interfacing to new platforms.

Learn how SimCorp has enhanced its existing offering in response to your requirements and evolving market developments.

When automating your processes it is important that you can trust the system to tell you if any actions are needed or if there are breaks in the process. Join this session to learn how SimCorp have enhanced its existing corporate action offering to give you an overview of where events are in the corporate action lifecycle as well as how to be notified about upcoming deadlines and potential process breaks.

Session times:
Friday, September 16, 2016 – 10:00 am to 10:45 am
Friday, September 16, 2016 – 11:00 am to 11:45 am
Friday, September 16, 2016 – 1:45 pm to 2:30 pm

10: Fund Administration Manager: Obtain workflow control across complex fund structures

Peter Erik Hertel, Product Manager for Fund Accounting, SimCorp

Are you working with tight deadlines on a daily basis and focused on delivering the highest quality in your products? And can you make the products more complex while maintaining the same level of quality and control?

Fund Administration Manager is our solution for processing your reoccurring workflows. Here you get an online overview of processes, exceptions, and key figures, all modelled to suit the operational user as well as the senior manager level.

Join this session to get a preview of Fund Administration Manager’s current development progress and its latest key features.

Attend this session if you are a Fund Administrator or responsible for the efficiency and quality of the workflow processing of multiple portfolios and would like an update on the Fund Administration Manager roadmap.

Session times:
Friday, September 16, 2016 – 12:00 pm to 12:45 pm
Friday, September 16, 2016 – 2:45 pm to 3:30 pm

11: Investment Accounting Manager: Mastering the complexity

Arne E. Jørgensen, Product Manager for Accounting, SimCorp

The accounting requirements are becoming ever more complex, both those from the standard setters and those from the instruments and organizations you must support, for instance IFRS 9 and the updated US-GAAP. In this session, you will learn how SimCorp Dimension will support you in solving this task, all in one system.

You will also learn about the latest features in Investment Accounting Manager and General Ledger Manager, including our plans for new functionality.

Register for this session if you are a practitioner or manager working with accounting, accounting policies, or the IT infrastructure for your firm’s accounting processes.

Session times:
Friday, September 16, 2016 – 12:00 pm to 12:45 pm
Friday, September 16, 2016 – 2:45 pm to 3:30 pm

12: Connectivity and Data Management: An update

Howie San, Product Manager for Connectivity and Data Management, SimCorp

Whilst connectivity and data management are fairly low profile background functions in most investment management firms, they are on the other hand essential to get right.

Come to this interesting session to hear about SimCorp’s latest developments in both fields; the new web services and alerts, our growing data management capabilities, and our new connectivity services. Hear also about some exciting new potential product and services, and give feedback to us on what direction you want SimCorp to go in these essential areas.

Anyone interested in connectivity or data management should attend.

Session times:
Friday, September 16, 2016 – 10:00 am to 10:45 am
Friday, September 16, 2016 – 11:00 am to 11:45 am
Friday, September 16, 2016 – 1:45 pm to 2:30 pm

13: Data Warehouse Manager and the Investment Management Warehouse

Lars Ole Hansen, Product Manager for Data Warehouse, SimCorp

Last year, SimCorp introduced the integrated data warehouse solution for investment managers. We call it the Investment Management Warehouse as it features a dimensional data model designed for the investment management industry and provides an easy-to-use structure for business analytics and reporting.

This year, we have given the user experience a serious revamp when it comes to adding new content to the data warehouse.
Join this session to get an overview of what is new in the SimCorp Investment Management Warehouse and learn how you can implement our ready-to-use data warehouse in weeks instead of initiating a multi-year project.

This session is relevant for you as a technology officer, data warehouse architect, or owner of the business solution.

Session times:
Friday, September 16, 2016 – 10:00 am to 10:45 am
Friday, September 16, 2016 – 11:00 am to 11:45 am
Friday, September 16, 2016 – 1:45 pm to 2:30 pm

14: Mobile Access, Web APIs, and KPIs: Enhancements to SimCorp Dimension

Hans Kierulff, Product Owner, SimCorp
Daniela Lück, Product Manager for System Architecture, SimCorp
Jacob Goltermann, Product Portfolio Manager for Technology, SimCorp

This session will give you insight into our offering and plans for accessing SimCorp Dimension through both mobile- and web applications, and web services. The session will cover also business and system performance benchmarking plans.

Join this session to:

  • Hear what it takes to enable web applications for intranet use and secure extranet use, and how web services APIs can enable access to data and features through Excel and your own programs
  • Learn how to install and get web access to your existing SimCorp Dimension Dashboards
  • See a demo of how the mobile Alerts Inbox can be used off-desk to manage alerts
  • See how the coming web service APIs can be used from Excel and your own programs
  • Experience the first of our new KPIs on your use of SimCorp Dimension
  • Learn about our plans for business and system performance measurement and benchmarking.

This session is relevant for technology officers, developers, and IT Business Partners.

Session times:
Friday, September 16, 2016 – 12:00 pm to 12:45 pm
Friday, September 16, 2016 – 2:45 pm to 3:30 pm

15: SimCorp Dimension Cloud Vision

Victor Valore, Product Manager for System Operations, SimCorp

SimCorp has embarked on a journey to define the next major evolutionary step for our product SimCorp Dimension. Moving from literally 1,000 on-premise installations to a software model where some data, resources, and tasks are shared, while other key business data remains private, locked, and located locally, challenges the current operations of all our clients and SimCorp alike.

This path holds many exciting technical challenges and opportunities. But it also prompts several options around the specific future services SimCorp will offer and how you access and integrate them.

Join this session to understand the guiding principles shaping SimCorp’s journey to the cloud and understand how this might influence your SimCorp Dimension operations in the years to come.

The session focuses on delivering key messages to business application owners, IT operations managers, and architects alike.

Session times:
Friday, September 16, 2016 – 12:00 pm to 12:45 pm
Friday, September 16, 2016 – 2:45 pm to 3:30 pm

16: SimCorp Coric: Marrying agility with simplicity in client communications and reporting

Stephen Florence, Account Manager, SimCorp Coric

Quality of client service, combined with performance, is what keeps clients loyal. If you lack the power and agility to create high-quality personalized client communications, and to modify them in a timely manner when requested to do so by clients – or regulators – your business is at risk of attrition and non-compliance.

Join this session to learn how SimCorp Coric with the added flexibility of the new Coric Connect module, is tightly integrated with SimCorp Dimension’s front-to-back platform giving you the power to deliver ad-hoc client reports, fund fact sheets, pitch books, client meeting packs, and other client communications, in print or via a self-service online reporting environment.

During a live, interactive demo, you will see how reports, websites, and webpages can be created simply and quickly, with instantaneous results, and no IT involvement. Learn what’s new, and what’s coming soon.

Session times:
Friday, September 16, 2016 – 12:00 pm to 12:45 pm
Friday, September 16, 2016 – 2:45 pm to 3:30 pm

17: Reduce effort, risk, and time to value with pre-configurations

Jens Laugesen, Product Manager Professional Services, SimCorp
Martin Bjørling-Poulsen, Principal Consultant, Professional Services, SimCorp

Data management, trade processing, and regulatory compliance are all areas where pre-configurations can give you a jumpstart and reduce the complexity of the implementation.

Join this session to explore how to reduce time to value, effort, and risk by deploying and implementing standard pre-configurations in very central areas of your SimCorp Dimension solution.

By capturing experience across projects, SimCorp is able to offer standard pre-configurations within a number of areas to the benefit of clients across industry sectors and geographies. These pre-configurations increase delivery efficiency by avoiding duplication of work and reduce risk by using proven solutions and best practices.

Join this session to hear a number of examples like:

  • Data vendor integrations
  • Confirmation/matching platform integrations
  • Corporate action processing
  • CCP clearing, OTC
  • Trade Repository Reporting

Session times:
Friday, September 16, 2016 – 10:00 am to 10:45 am
Friday, September 16, 2016 – 1:45 pm to 2:30 pm

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