Portfolio and Investment Management

This whitepaper provides an overview of what performance attribution is and how it works. It also analyzes two of the most commonly used attribution models in their approach and in the results they yield. Performance is an investment manager's calling card, and it's often said that performance attribution has become the hottest area in performance measurement. Attribution has become a standard part of the portfolio manager's analytical tool kit, providing insights...

This Securities and Exchange Commission Exam Survival Guide provides you with the actions you can take to prepare for an SEC exam so that when the call comes, there is minimal stress and disruption to your firm. You know an SEC exam is inevitable and yet are you prepared? It is projected that an RIA firm will receive an SEC exam every ten years whether or not there is direct cause. This 14 page white paper will help you understand what brings the SEC to your door. More importantly, it...

Learn more about this integrated portfolio and client relationship management system: an end-to-end solution for accounting and reporting, client servicing and marketing. Advent Portfolio Exchange represents Advent's next generation in portfolio management technology. Advent Portfolio Exchange is the first solution to combine the front office Customer Relationship Management functions of client servicing and marketing with the back office operations of...

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. In today's business environment, two opposing forces dominate the investment advisory landscape. On one side there is continuing downward pressure on fees. On the other ever-growing customer expectations as to the range and quality of services they receive. As a result, investment...

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. While the asset management industry has shown steady growth in recent years, market volatility continues to put pressure on profitability. And as recent history has shown, volatility is not the only factor that can roil the...

This paper focuses on the growth of the offshore segment within the wider expansion of the hedge fund industry. It also assesses the advantages of adding an offshore capability. By the first quarter of 2007, total hedge fund assets had hit $2.5 trillion, driven by buoyant manager performance and surging capital inflows. At the same time, the number of hedge funds had soared to almost 10,000, with new shops opening all the time to meet skyrocketing investor demand.

This paper will...

This paper presents the buyside with a framework that offers a vision for the trading platforms. This framework explains why the future of trading belongs to independent broker-neutral systems supplied by software firms rather than sellside brokers. The two main forces of cost and regulation combined with the ever more complex market structure will continue the buyside's push towards the insourcing of the execution function and the adoption of electronic trading...

This white paper is geared at investment managers who are considering adding a 130/30 strategy to their offering; it provides a solid overview, including an uncompromised assessment of the benefits and challenges. Looking to expand your investment offering, retain your talented investment team or create an additional revenue stream? Then take this opportunity to learn about the 130/30 strategy. This 13-page white paper will benefit investment managers who are considering...

This whitepaper outlines a plan that enables network teams to implement a plan that optimizes application performance. It also identifies recession-proof networking technologies and their challenges. Even in good economic times, it is important for the network team to demonstrate the business value it provides. The importance of showing value increases significantly in difficult economic times, when budgets are under tighter scrutiny.

Below is a checklist of activities...

In today's market, companies need to make investments that really count. In this webcast you will learn why investing in the right technologies & gaining more value out of IT assets already in place should be an important focus for small and mid-sized.. In today's market, companies need to make investments that really count. In this webcast you will learn why investing in the right technologies & gaining more value out of IT assets already in place should be an important focus for small...

In today's marketplace creating sustainable growth requires you to constantly innovate. Innovations - in both product features and service delivery - are increasingly important as a means to differentiate yourself from the competition.. In today's marketplace creating sustainable growth requires you to constantly innovate. Innovations - in both product features and service delivery - are increasingly important as a means to differentiate yourself from the competition...

In this document, Mark Smith and Bob Corson will discuss some common challenges that seen with customers in terms of getting information from SAP data. This document is based on a Cognos, an IBM Company/TechTarget webcast entitled "BI and Performance Management: Best Practices for Your SAP Investment." In this document, Mark Smith, the CEO and EVP Research at Ventana Research and Bob Corson, Senior Manager, Product Marketing for Cognos software with SAP, will discuss some common...

This whitepaper details a case study of Brigham Young University and how they established an award-winning IT Governance structure as a foundation for improving the business value of their office of Information Technology. CIOs today, struggle to ensure IT governance across the enterprise. Brigham Young University's (BYU) Office of Information Technology (OIT) found that the broader IT governance issues were, the more difficult it was to create an environment of predictable...

In this webcast from Steve Rollins, learn about managing product portfolio management and about the symptoms of how you know you need a PPM solution. Listen to how to propose a PPM solution to upper management and how to manage more with less money. In this podcast from expert Steve Rollins, learn about managing product portfolio management (PPM) and about the symptoms of how you know you need a PPM solution. Listen to how to propose a PPM solution to upper management and how to manage...

Learn how employing enterprise IT management software solutions as part of your green IT strategy advances your overall sustainability goals. The complexity of today's dynamic IT deployments can make the process of choosing a Green IT strategy and achieving Green IT goals difficult. While Green IT solutions can play a critical role in reducing costs, optimizing performance and supporting organizational sustainability, clear goals need to be established to ensure...

This summary provides a timely alert to the fundamental changes taking place in today's global economic and financial systems -- and a call to action for investors who may fall victim to misinterpreting important signals. This summary provides a timely alert to the fundamental changes taking place in today's global economic and financial systems -- and a call to action for investors who may fall victim to misinterpreting important signals.

In this summary, you...