Portfolio and Investment Management White Papers, Portfolio and Investment Management Software

The Business Case: Information for Project Portfolio Decision Makers by Global Knowledge

May 25, 2010 - (Free Research)

Increasing numbers of enterprises are incorporating project portfolio management in their strategic planning. And just as individuals use financial reports and analyses to consider various investment options, the enterprise uses an analysis called the Business Case to evaluate various project proposals for inclusion in the project portfolio.

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2011 AUG Compensation & Operations Survey Results by Advent Software, Inc

December 09, 2011 - (Free Research)

Access this white paper for survey results that discuss asset and revenue growth in the financial industry.

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Dodd-Frank Impact on Front Office White Paper by Advent Software, Inc

December 05, 2011 - (Free Research)

This paper identifies 5 key SEC alarms and explains how the right technology can support best practices to avoid triggering them. View now to explore critical issues including insider trading, books and records retention, service provider due diligence, and more.

(WHITE PAPER)

Back Office Outsourcing and Investment Reporting - A Guide for Investment Advisors by Advent Software, Inc

January 2006 - (Free Research)

In investment reporting, customers expect detailed reports of irreproachable accuracy, delivered with no delay or excuses. This whitepaper will serve as as a guide for Investment Advisors.

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Best Practices in Reconciliation: A Practical Guide for Asset Managers by Advent Software, Inc

July 2008 - (Free Research)

This whitepaper explains why automated reconciliation is quickly evolving into a competitive necessity. The costs associated with manual reconciliation, the benefits from automation, and the best reconciliation workflow model will all be discussed.

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Best Practices in Performance Measurement and Reporting: Understanding the Global Investment Performance Standards® by Advent Software, Inc

April 2010 - (Free Research)

Whether you are just starting a compliance program or need to fine-tune your existing process, this document will help you understand the steps involved in becoming GIPS compliant. It is not a substitute for the Standards themselves. It is designed to help you understand the value of compliance, what’s needed to achieve it, pitfalls to avoid.

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Compliance: The Five Red Flags - How Technology Can Mitigate Compliance Risks Across Your Workflow by Advent Software, Inc

March 2010 - (Free Research)

The challenge for Chief Compliance Officers is to understand the risks associated with each of these three drivers of compliance and how they can be mitigated. Read this paper to find out more.

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Portfolio Construction and Trading: Seven Key Factors in Evaluating Order Management Systems to Close the Gap by Advent Software, Inc

January 2009 - (Free Research)

This document examines the current state of Order Management Systems (OMS) portfolio management capabilities, identifies major challenges and "pain points" that firms encounter, and outlines seven system attributes needed to overcome them.

(WHITE PAPER)

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