The Hedge Funds Capabilities Model is a comprehensive industry straw model of capabilities which Hedge funds can customize to their unique needs. Visit: https://www.ciopages.com/store/hedge-funds-capabilities-model/
Life Insurance Business Capability Model is a comprehensive and customizable capabilities reference model for Life Insurance Carriers. Visit: https://www.finantrix.com/product/life-insurance-business-capability-model/
Morgan Holland & Company is a financial services consultancy founded in 1991 with offices worldwide. They provide comprehensive solutions to financial institutions, with experienced project managers and consultants. Their mission is to assist clients in implementing next generation systems through services like business strategy, process optimization, and technology implementation. They have experience with large clients across industries in projects involving areas like capital markets, risk management, and regulatory compliance.
The document discusses Salesforce's approach to domain sponsorship and governance for a global enterprise customer. It outlines 7 domains including strategy and vision, business metrics, adoption, sponsorship and governance, processes, technology and data, and a roadmap. It recommends defining objectives, strategies, and a vision, prioritizing initiatives, developing a governance model, assessing impact on employees, and defining key business metrics and a CRM roadmap.
The document discusses how SAP NetWeaver enables smart enterprises by addressing five key business challenges through business intelligence. It provides the complete, end-to-end and open BI platform needed for effective decision making, compliance, aligning strategy with execution, understanding competitors and markets, and justifying IT budgets. Case studies of Aventis and Dow Corning are presented showing how SAP NetWeaver addressed their challenges.
IFAC and the World Bank Centre for Financial Reporting Reform hosted a joint Regional Small- and Medium-sized Practices (SMP) Forum for Europe and Central Asia on May 31 in Vienna, Austria.
The Forum provided the opportunity to discuss addressing the challenges and opportunities SMPs and medium-sized entities (SMEs) face.
How to Implement Digital Business Transformation in Higher EducationAlaa Mahjoub
This presentation covers the following main points:-
Digital Business Transformation
Steps for Implementing Digital Business Transformation in the Higher Education Industry
How to Develop Digital Business Transformation Strategy
Higher Education Institution Operating Model
Higher Education Institution Business Capability Model
Partnering with Ecosystem Players
Building the Digital Business Technology Platform
Implementing the Digital Business Transformation Program
This document provides steps for implementing digital business transformation in higher education. It outlines developing a digital business transformation strategy and roadmap, establishing new digital business capabilities, partnering with ecosystem players, building a digital business technology platform, and implementing transformation programs. Some key digital capabilities include creating new business models, analyzing customers and partners, and managing contextual information. The technology platform should support business trends like reinventing credentials through open micro-credentials and predictive analytics.
This document provides steps for implementing digital business transformation in higher education. It outlines developing a digital business transformation strategy and roadmap, establishing new digital business capabilities, partnering with ecosystem players, building a digital business technology platform, and implementing transformation programs. Some key digital capabilities include creating new business models, analyzing customers and partners, and managing contextual information. The technology platform should support business trends like personalized and adaptive learning through technologies like artificial intelligence, predictive analytics, and virtual/augmented reality.
Life Insurance Business Capability Model is a comprehensive and customizable capabilities reference model for Life Insurance Carriers. Visit: https://www.finantrix.com/product/life-insurance-business-capability-model/
Morgan Holland & Company is a financial services consultancy founded in 1991 with offices worldwide. They provide comprehensive solutions to financial institutions, with experienced project managers and consultants. Their mission is to assist clients in implementing next generation systems through services like business strategy, process optimization, and technology implementation. They have experience with large clients across industries in projects involving areas like capital markets, risk management, and regulatory compliance.
The document discusses Salesforce's approach to domain sponsorship and governance for a global enterprise customer. It outlines 7 domains including strategy and vision, business metrics, adoption, sponsorship and governance, processes, technology and data, and a roadmap. It recommends defining objectives, strategies, and a vision, prioritizing initiatives, developing a governance model, assessing impact on employees, and defining key business metrics and a CRM roadmap.
The document discusses how SAP NetWeaver enables smart enterprises by addressing five key business challenges through business intelligence. It provides the complete, end-to-end and open BI platform needed for effective decision making, compliance, aligning strategy with execution, understanding competitors and markets, and justifying IT budgets. Case studies of Aventis and Dow Corning are presented showing how SAP NetWeaver addressed their challenges.
IFAC and the World Bank Centre for Financial Reporting Reform hosted a joint Regional Small- and Medium-sized Practices (SMP) Forum for Europe and Central Asia on May 31 in Vienna, Austria.
The Forum provided the opportunity to discuss addressing the challenges and opportunities SMPs and medium-sized entities (SMEs) face.
How to Implement Digital Business Transformation in Higher EducationAlaa Mahjoub
This presentation covers the following main points:-
Digital Business Transformation
Steps for Implementing Digital Business Transformation in the Higher Education Industry
How to Develop Digital Business Transformation Strategy
Higher Education Institution Operating Model
Higher Education Institution Business Capability Model
Partnering with Ecosystem Players
Building the Digital Business Technology Platform
Implementing the Digital Business Transformation Program
This document provides steps for implementing digital business transformation in higher education. It outlines developing a digital business transformation strategy and roadmap, establishing new digital business capabilities, partnering with ecosystem players, building a digital business technology platform, and implementing transformation programs. Some key digital capabilities include creating new business models, analyzing customers and partners, and managing contextual information. The technology platform should support business trends like reinventing credentials through open micro-credentials and predictive analytics.
This document provides steps for implementing digital business transformation in higher education. It outlines developing a digital business transformation strategy and roadmap, establishing new digital business capabilities, partnering with ecosystem players, building a digital business technology platform, and implementing transformation programs. Some key digital capabilities include creating new business models, analyzing customers and partners, and managing contextual information. The technology platform should support business trends like personalized and adaptive learning through technologies like artificial intelligence, predictive analytics, and virtual/augmented reality.
This document provides steps for implementing digital business transformation in higher education. It outlines developing a digital business transformation strategy and roadmap, establishing new digital business capabilities, partnering with ecosystem players, building a digital business technology platform, and implementing transformation programs. Some key digital capabilities include creating new business models, analyzing customers and partners, and managing contextual information. The technology platform should support business trends like reinventing credentials through open micro-credentials and predictive analytics.
This document provides steps for implementing digital business transformation in higher education. It outlines developing a digital business transformation strategy and roadmap, establishing new digital business capabilities, partnering with ecosystem players, building a digital business technology platform, and implementing transformation programs. The key steps are to develop a strategy and roadmap, establish capabilities like creating new business models and managing partners, partner with relevant organizations, build platforms using technologies like artificial intelligence and predictive analytics, and implement transformation projects.
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This document discusses improving the customer experience for wealth managers. It notes that regulators, clients, and wealth managers often have conflicting expectations that are influenced by changing regulations, technology, and client demands. The document outlines the complex operating models and integrated services that many wealth managers now provide. It proposes a client-centered architecture using digital channels and unified technology to better service multiple client segments and meet the various expectations of regulators, clients, and the firms themselves.
This document provides information to help job seekers target careers in Toronto's financial services sector. It discusses the Toronto Financial Services Alliance and their role in connecting talent to employers. It outlines several in-demand career clusters in financial services such as financial advisory, compliance, risk management, and IT. For each cluster, it lists representative roles and describes the key responsibilities. The document emphasizes the importance of soft skills and provides tips for an effective job search and marketing strategy.
Financial services-professional development workshopLuba Berezina
This document provides information to help job seekers target careers in Toronto's in-demand financial services sector. It outlines the major employers and segments within the sector. It identifies several in-demand career clusters, including financial advisory, compliance, risk management, insurance, IT, and business analysis. For each cluster, it lists representative roles and provides tips for job seekers. The tips include searching across the whole spectrum of financial institutions, thinking beyond job titles, building on existing credentials and experience, and showcasing soft skills to employers.
This document provides information to help job seekers target careers in Toronto's financial services sector. It discusses the Toronto Financial Services Alliance and their role in connecting talent to employers. It outlines several in-demand career clusters in financial services such as financial advisory, compliance, risk management, and IT. For each cluster, it lists representative roles and describes the key responsibilities. The document emphasizes the importance of showcasing soft skills and providing concrete accomplishments in job applications and interviews.
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Strengthen Internal Controls and Compliance through Data and AI as part of th...paul young cpa, cga
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Accounting and Finance Capability Model - Matrix of F&A CapabilitiesCIOPagesCapabilityMo
CIO Pages Accounting and Finance Capability Model is a pre-built matrix of F&A capabilities customizable to the needs of your enterprise. Visit: https://www.ciopages.com/store/finance-capability-model/
Strengthen Internal Controls and Compliance through Data and AI as part of th...paul young cpa, cga
This document discusses how organizations can strengthen internal controls and compliance through the use of data and AI as part of regulatory and corporate reporting processes. It outlines Paul Young's background and expertise in areas such as risk management, sustainability reporting, and the use of emerging technologies. The document then covers topics like the types of compliance risks, internal control frameworks, top regulatory challenges, and how data and AI can help improve various processes within the close, consolidate, and reporting cycle. Specific challenges for the CFO role around digital transformation, workforce priorities, and boosting resilience are also examined.
Emerging Technologies - The Future Of Finance (CIMA Feb 2019)Michael Sadler
A presentation by IBM on the topic of "The Future Of Finance" examining emerging trends, and how accountants can to prepare for the transition from "running the numbers" to being value-adding partners to the business.
The document provides information about a supply chain management forum in the oil and gas industry. It includes an overview of the speaker's background and company. The speaker discusses why supply chain transformations are important, considerations for transformation using the PACE framework, assessing maturity levels, and key aspects of a successful transformation including executive commitment, change management, understanding financial impacts, and people, processes, and tools. The speaker emphasizes the importance of measurement, understanding strengths and weaknesses, managing risks, and that transformation is a journey rather than a single event.
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The low-interest period is forcing most insurers to control and monitor their financial investments. In contrast to a risk focused
approach seen in recent years, yield controlling and monitoring will have top priority. In order to reach this goal, many
insurers are modernizing and enhancing their data warehouses. BearingPoint is offering a predefined investment data warehouse comprising the most required KPIs, reports and the underlying data model.
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Vishal Raj Addigi is seeking a challenging role in business analysis and client servicing. He has over 4 years of experience in roles like business analyst for wealth management, investment banking, and asset servicing. He has expertise in areas like requirements gathering, documentation, testing, and change management. Some of his achievements include initiating and enhancing applications for regulatory risk projects at UBS. He is proficient in applications like Charles River trading system and has experience in trade life cycles and software development processes.
Strategic Management Finance Program that builds strategic financial leadership skills for future-focused CFOs and their teams, to drive growth in a fast-evolving business landscape and navigating through a disruptive digital economy. To know in detail about the AI courses visit the website.
How are Lilac French Bulldogs Beauty Charming the World and Capturing Hearts....Lacey Max
“After being the most listed dog breed in the United States for 31
years in a row, the Labrador Retriever has dropped to second place
in the American Kennel Club's annual survey of the country's most
popular canines. The French Bulldog is the new top dog in the
United States as of 2022. The stylish puppy has ascended the
rankings in rapid time despite having health concerns and limited
color choices.”
This document provides steps for implementing digital business transformation in higher education. It outlines developing a digital business transformation strategy and roadmap, establishing new digital business capabilities, partnering with ecosystem players, building a digital business technology platform, and implementing transformation programs. Some key digital capabilities include creating new business models, analyzing customers and partners, and managing contextual information. The technology platform should support business trends like reinventing credentials through open micro-credentials and predictive analytics.
This document provides steps for implementing digital business transformation in higher education. It outlines developing a digital business transformation strategy and roadmap, establishing new digital business capabilities, partnering with ecosystem players, building a digital business technology platform, and implementing transformation programs. The key steps are to develop a strategy and roadmap, establish capabilities like creating new business models and managing partners, partner with relevant organizations, build platforms using technologies like artificial intelligence and predictive analytics, and implement transformation projects.
Lowendalmasaï - Enterprise Cost ManagementGiuseppe Mele
Lowendalmasaï is an operational consulting firm that provides innovative solutions to clients to improve business performance and sustainable growth. It focuses on enterprise cost management in areas such as working capital, production, fiscal and social charges. The firm has over 425 employees worldwide and 2500 clients from various business sectors. It offers expertise in financing innovation, risk management, fiscal cost optimization, labour cost optimization, and purchasing/cost performance. Lowendalmasaï uses proprietary tools and methodologies to identify savings opportunities and implement tailored action plans for clients.
Front End: What can we do to improve the customer experience?IRESS
This document discusses improving the customer experience for wealth managers. It notes that regulators, clients, and wealth managers often have conflicting expectations that are influenced by changing regulations, technology, and client demands. The document outlines the complex operating models and integrated services that many wealth managers now provide. It proposes a client-centered architecture using digital channels and unified technology to better service multiple client segments and meet the various expectations of regulators, clients, and the firms themselves.
This document provides information to help job seekers target careers in Toronto's financial services sector. It discusses the Toronto Financial Services Alliance and their role in connecting talent to employers. It outlines several in-demand career clusters in financial services such as financial advisory, compliance, risk management, and IT. For each cluster, it lists representative roles and describes the key responsibilities. The document emphasizes the importance of soft skills and provides tips for an effective job search and marketing strategy.
Financial services-professional development workshopLuba Berezina
This document provides information to help job seekers target careers in Toronto's in-demand financial services sector. It outlines the major employers and segments within the sector. It identifies several in-demand career clusters, including financial advisory, compliance, risk management, insurance, IT, and business analysis. For each cluster, it lists representative roles and provides tips for job seekers. The tips include searching across the whole spectrum of financial institutions, thinking beyond job titles, building on existing credentials and experience, and showcasing soft skills to employers.
This document provides information to help job seekers target careers in Toronto's financial services sector. It discusses the Toronto Financial Services Alliance and their role in connecting talent to employers. It outlines several in-demand career clusters in financial services such as financial advisory, compliance, risk management, and IT. For each cluster, it lists representative roles and describes the key responsibilities. The document emphasizes the importance of showcasing soft skills and providing concrete accomplishments in job applications and interviews.
Service Leaders Network - IntroductionSi2 Partners
The document introduces the Service Leaders Network, which is a collaborative network that aims to help service leaders and managers leverage services to win in industrial markets. It does this through facilitated collaboration projects, where members work together on common challenges. Examples of project topics include customer portals, service contract design, and solutions culture. The network provides expert facilitation and resources to help members solve problems, validate ideas with peers, and produce tangible outcomes like business cases and implementation guides. Research is cited showing that collaboration improves performance and engagement. Benefits of the network include reduced risk, new ideas, and a proven framework for success.
Strengthen Internal Controls and Compliance through Data and AI as part of th...paul young cpa, cga
This document discusses how organizations can strengthen internal controls and compliance through the use of data and AI as part of regulatory and corporate reporting cycles. It outlines Paul Young's background and expertise in various areas related to finance, risk management, sustainability, and emerging technologies. The document then covers topics like the types of compliance risk, internal control frameworks, challenges facing finance departments, and how data and AI can help streamline processes like close/consolidate/reporting and ESG reporting. Key regulatory challenges for 2023 are also summarized.
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Emerging Technologies - The Future Of Finance (CIMA Feb 2019)Michael Sadler
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Aligning IT to meet Business Obectives in Investment Managementdanielp3
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The low-interest period is forcing most insurers to control and monitor their financial investments. In contrast to a risk focused
approach seen in recent years, yield controlling and monitoring will have top priority. In order to reach this goal, many
insurers are modernizing and enhancing their data warehouses. BearingPoint is offering a predefined investment data warehouse comprising the most required KPIs, reports and the underlying data model.
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popular canines. The French Bulldog is the new top dog in the
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2. Hedge Funds are facing
enormous challenges,
as well as incredible
opportunities.
Emerging technologies are
accelerating the
transformation in the sector.
3. Bridge the Strategy to
Execution Gap.
Business Capabilities are
a Structural Blueprint of
an enterprise. They
capture the Essence of
What a Business Does.
4. Hedge Fund Business Capabilities Map Level 1
2023 PRESENTATION TITLE 4
8. Investor Relations
and Communications
2. Investment Management
4. Portfolio Management
1. Fundraising and Capital Raising
3. Trading and Execution
5. Middle and Back Office Operations
6. Performance Measurement
and Reporting
7. Compliance and Regulation
9. Information Technology and
Infrastructure Management
10. Corporate Management
and Shared Services
5. PRESENTATION TITLE 5
2023
HEDGE FUND BUSINESS CAPABILITIES MAP LEVEL 1 AND 2
8. Investor Relations and Communications
Communication Strategy Client Events
Marketing Materials
Client Onboarding Client Servicing Reporting Issue Resolution
2. Investment Management
Risk Assessment
Strategy
Development
Investment
Selection
Idea Generation
Investment Research and
Analysis
Asset Allocation
Portfolio
Construction
4. Portfolio Management
Hedging Strategies
Scenario Analysis
Position
Monitoring
Exposure
Analysis
Rebalancing
Performance
Attribution
Risk
Management
Benchmarking
1. Fundraising and Capital Raising
Pitch Development Investor Sourcing Due Diligence
Marketing Material
Development
Subscription
Documents
Capital Calls
Commitment
Tracking
Fund Closings
3. Trading and Execution
Trade
Reconciliation
Trade
Compliance
Trade Settlement
Order
Management
Algorithmic
Trading
Best Execution
Analysis
Trade Cost
Analysis
Trade
Execution
Counterparty
Selection
5. Middle and Back Office Operations
Margin Call Management Corporate Actions
Cash Management
Trade
Confirmation
Trade Settlement Reconciliation
Collateral
Management
Custody Services
Reference and Market
Data Management
Security Master
6. Performance Measurement and Reporting
Performance
Calculation
Attribution
Analysis
Risk Reporting
Benchmark
Comparison
Client Reporting
Regulatory
Reporting
Audits Internal Reporting
7. Compliance and Regulation
Regulatory Filings
Anti-Money
Laundering
Know Your
Customer
Insider Trading
Prevention
Code of Ethics
Risk Management
Policies
Compliance
Monitoring
Training Programs
9. Information Technology and Infrastructure Management
IT Strategy
System Upgrades and
Maintenance
Application Development
and Integration
Identity and Authentication
Management
Data Management
Cybersecurity
Business Continuity Planning
Vendor
Management
Network and
Hardware
Cloud Services
10. Corporate Management and Shared Services
Business Strategy and
Planning
Finance and Accounting
Human Resources
Legal Services Procurement
Business
Operations
Risk Management
Business Continuity and
Disaster Recovery
Sustainability
Business Resilience and
Adaptation
Nested Visualization of two levels.
Decomposition to third level is
included for additional granularity.
6. Value of Business Capabilities:
•Foster alignment between
business and IT.
•A Capability-anchored
Transformation Roadmap
eliminates redundancy and
focuses on capability evolution
•Juxtaposing capabilities and
systems/applications provide a
footprint analysis for optimization.
•And so much more.
7. Business Capabilities Map
Snapshot:
• About 600 Capabilities
decomposed into Three Levels.
• Capability Definitions
• KPIs aligned to Capabilities.
• Editable PowerPoint, Excel, and
Word Formats.
And bonus files.
8. TO PURCHASE THE CAPABILITY MAP VISIT:
https://www.ciopages.com/store/hedge-
funds-capabilities-model/
20XX PRESENTATION TITLE 8