Client Assignments
Threadneedle Asset Management
Difm are now in year three of our partnership with threadneedle. This year as well as providing on going training for all the company, we have delivered specific derivatives training for the middle office team. The highlight was one to one training for the head of the derivatives middle office.
BNY Mellon
Barclays Global Investors
As BGI have seen their reliance on derivatives grow throughout 2006, so their need for ‘derivative aware’ professionals across the business has increased. Last year saw a concentration on the basic, Interest Rate and Equity Swaps. However, the use of increasingly sophisticated products and the growth of Liability Driven Investments, has led to a resultant growth in their training requirements in 2007.
Cazenove Capital
Our Managing Director, Mark Doran, is currently Non-Executive Director of Cazenove’s Derivatives Oversight Committee. In this role he brings vital expertise to their decisions relating to their derivatives-related business. We have also completed a number of training assignments this year.
Citibank and Northern Trust
These Global Custodians have found the role of derivatives expanding throughout 2006. Their training requirements have covered areas including product knowledge within the Fund Management arena, the Middle Office Role, Fund Accounting, Collateral Management etc.
Latent Zero
As a provider of technology, Latent Zero continue to use difm’s services to increase their knowledge and derivative skills. They told us that this would, in turn, allow them to provide a much improved service to their clients.