September/October 2004 Volume 4, Number 3 Read back issues of FundSERV Quarterly
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FundSERV |
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| A message from Alan Hutton: Autumn — a time of change for FundSERV |
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| It's been a very busy summer for FundSERV. We finalized our preparations for the ESG V15 implementation, taking place in October... | |||||||
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| FundSERV strategy matures |
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| A bold new statement of FundSERV's vision is setting the stage for business planning for the future... | |||||||
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| ESG V15 — A welcome challenge for testing and tech support department |
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| The FundSERV testing and technical support department is in the midst of one of its busiest periods of 2004 — in fact, its busiest time ever... | |||||||
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| New member support manager trades Muskoka for FundSERV |
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| There's an old saying about how opportunity comes when we least expect it. Out of the blue, our lives can take a completely new and unexpected direction... | |||||||
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| Dynamic summer students have bright futures |
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| Think back to all the crazy summer jobs you had. Burger King, camp counselor, sailing instructor, house painter, window washer. What if you had the chance to spend a summer working at FundSERV?... | |||||||
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| V14 implementation production freeze |
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| Due to resource commitments for the ESG Standards V15 implementation, no new fund manufacturers, distributors or intermediaries will be added to the FundSERV network from September 17 until October 15... | |||||||
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| FundSERV automation research |
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| FundSERV's new Business Process Management tool has been analyzing transaction data for a couple of months now... | |||||||
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| Mark your calendars! |
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| FundSERV has committed to making the ESG V15 release a success for all customers... | |||||||
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| FundSERV network performance |
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| Some year to date systems and network updates... | |||||||
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Electronic Standards Group (ESG) |
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| Ready for conversion weekend? |
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| Do you have plans for the Thanksgiving weekend, October 8 to 12? The technical staff at FundSERV certainly do. They'll be in the office to facilitate FundSERV's conversion to ESG V15, and they will be on the phones helping customers with their own conversions and testing... | |||||||
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| Distributor mandatory standards raise the bar |
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| A look at the Mandatory Standards section of the Helpfile shows that there have been some major changes recently. Not only have several items been added to the existing manufacturer standards, but for the first time a document has been added detailing distributor standards... | |||||||
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| ESG Standards Version 16 highlights |
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| In each issue, we have been following the activities of the Standards Steering Committee (SSC). Many of the SSC's initiatives are planned for inclusion in ESG V16... | |||||||
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| V15 testing requirements |
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| As part of the implementation of ESG V15, all FundSERV customers are asked to complete testing in the following areas... | |||||||
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FUNDcom |
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| Easier FUNDcom PKI sign-on |
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| A few years ago, FundSERV developed FUNDcom to answer the industry's need for a central Web-based account inquiry system... | |||||||
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Industry |
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| Rigorous reality-based testing keeps trades flowing smoothly |
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| Henderson Leacock, project manager at International Financial Data Services (IFDS), heads up the company's electronic standards group (ESG) development... | |||||||
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| CCMA realigns resources to advance straight-through processing |
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| In response to their recently released report on Canadian market readiness to implement straight-through processing (STP), the board of directors of the Canadian Capital Markets Association (CCMA) unanimously agreed to realign its resources to focus on institutional trade matching initiatives... | |||||||
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| Editorial Information | Copyright © 2004 FundSERV Inc. |