Understanding Roles and Permissions – Highwire Extensions

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- Comparing Investment Limits: NURS vs. UCITS
- Counterparty Risk
- Counterparty Risk Monitoring Module
- CPO-PQR
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  - Brochure
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- Decision Trees
  - IBP – 2.2 Darren Open Ended Funds / 650630217
  - IBP – 2.3 Is it equivalent to a UCITS / 393541808
  - IBP – 3. Eligible Deposit / 823095231
  - IBP – Additional criteria for closed end-funds / 968329355
  - IBP – Approved Deposit Takers / 916506419
  - IBP – Approved Money Market Instruments / 558037057
  - IBP – Approved Transferable securities – practical / 176732280
  - IBP – Closed end funds – subject to corporate governance mechanism / 323183939
  - IBP – Darren eligible TS / 640944159
  - IBP – Derivatives on Financial Indices / 685437239
  - IBP – Eligible Markets Assessment – PL / 522866454
  - IBP – HighWire HelpDesk: Resolving breaches and understanding rules / 563395676
  - IBP – Indices – Adequate diversification / 133638671
  - IBP – Is it an eligible Derivative / 238854105
  - IBP – OTC Derivative Counterparties / 939123244
  - IBP – SFI / 510610755
  - IBP – UCITS Asset Eligibility / 329477059
  - IBP – UCITS Equivalent Assessment – PL / 681715816
  - iBP 2.1 Eligible Collective Investment Schemes / 762159968
  - IBP1 – Investment Compliance Q&A / 660796844
- Depositary Cashflow Monitoring Module
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- Foreign Investment Rules Module
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  - VaR Templates
- Leverage Requirements Monitoring Module
- Liquidity Risk
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    - Liquidity Onboarding Checklist
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  - LST – Stress Tests Overview
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    - Liquidity Defaults – Contractual Basis Assets
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- Liquidity Risk Management & Monitoring Module
- Major Shareholdings Module
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- Non-UCITS Investment Compliance Module
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  - Kurtosis
  - Market Correlation
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  - Maximum Drawdown
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  - Skewness
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  - Value at Risk (VaR)
  - VaR Equivalent Volatility (VEV)
  - Video
- Portfolio Statistics Module
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- Risk Monitoring
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- Rules Summaries and Troubleshooting
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  - Brochure
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- Value at Risk (VaR)
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HSBC
Investment Compliance – June 2023
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Leverage
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Pieter Dual Disclosures
Pulse Dashboard
reports
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Shareholder Disclosures Integration
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Shareholder Disclosures Integration v2
System Administration Guides
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Test
The European ESG Template (EET)
Training Academy
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Trevor Test
UCITS Eligible Assets – Decision Tree
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UK NURS Schemes
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Video
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