All Research Sponsored By:Advent Software, Inc

Business Intelligence Essentials for Asset and Wealth Managers
WHITE PAPER: Review this essential paper to learn about the role of business intelligence and analytics reporting in the modern enterprise. Find out why streamlined BI reporting is now critical, how better BI transcends to better business decision-making, which data is most valuable to BI, and much more.
Posted: 01 Aug 2012 | Published: 01 Aug 2012


2010 Asset Management Operations and Compensation Survey Findings
WHITE PAPER: In this survey you will learn how asset management has changed over the years and the different challenges asset management professionals have been facing.
Posted: 18 May 2011 | Published: 17 May 2011


A Best Practice Guide to Family Office Technology
WHITE PAPER: Packed with practical tips and actionable guidance, this 16-page report covers all of the key technology systems that family offices need to evaluate—along with the pros and cons of each and tradeoffs to consider. It’s a must-read for any family office looking to build competitive advantage in today’s environment.
Posted: 08 Nov 2010 | Published: 08 Nov 2010


Cost Basis Basics: Preparing for the New Reporting Requirement
WHITE PAPER: January 1, 2011 may have seemed very far away when the Emergency Economic Stabilization Act was signed into law in October 2008. As the date gets closer, however, many investment managers are still looking for guidance on the bill’s cost basis reporting provision—the first phase of which kicks in on that date. Read this paper to find out more.
Posted: 10 Jun 2010 | Published: 10 Jun 2010


Best Practices in Performance Measurement and Reporting: Understanding the Global Investment Performance Standards®
WHITE PAPER: 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.
Posted: 23 Apr 2010 | Published: 23 Apr 2010


Industry Intelligence: International Financial Reporting Standards for Hedge Funds
WHITE PAPER: This paper introduces hedge funds and hedge fund service providers to IFRS.
Posted: 04 Jan 2010 | Published: 04 Jan 2010


Best Practices in Performance Measurement and Reporting: Understanding the Global Investment Performance Standards
WHITE PAPER: This whitepaper, written in conjunction with Ashland Partners, explains the steps to becoming Global Investment Performance Standards compliant.
Posted: 10 Jul 2008 | Published: 01 Jul 2008


Hedge Funds: Why Comply? - A Practical Guide to Developing a Culture of Compliance
WHITE PAPER: This white paper written by Advent Software outlines how hedge funds can create a "culture of compliance" with best practice ideas for accurate record keeping and reporting, transparency in operations and, putting the interests of investors first.
Posted: 10 Jul 2008 | Published: 01 Jan 2006