Portfolio Management (Finance)

WHITE PAPER: Given the dramatic events in the capital markets, everyone is wondering what will happen next - and what the implications are for the wider economy. This paper will discuss challenges facing companies and how to respond.

Posted: 08 Jun 2009 | Published: 01 Oct 2008

WEBCAST: In this webcast, learn how project analytics tools can help your organization better manage their projects, improve project performance and drive project profitability.

Posted: 15 May 2009 | Premiered: Available On Demand

WHITE PAPER: In this briefing, Rich Murphy, Planview Executive in Residence and former IT CFO for Deutsche Bank, shares his experience and insights, and explains why IT organizations need portfolio management today. He discusses the executive benefits of portfolio management and makes the case for this business-critical investment.

Posted: 22 Apr 2009 | Published: 22 Apr 2009

WHITE PAPER: This document is designed to help firms understand their data conversion options. It outlines what data is critical and must be converted for compliance purposes and business continuity, what data is not critical, the relationship between data conversion and reporting, and what to look for in a new technology provider relative to data conversion.

Posted: 13 Apr 2009 | Published: 01 Jan 2009

WHITE PAPER: 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.

Posted: 13 Apr 2009 | Published: 05 Jan 2009

WHITE PAPER: This white paper describes how client relationship management (CRM) technology can help mutual fund wholesalers and institutional asset managers address these core industry challenges and effectively foster.

Posted: 20 Feb 2009 | Published: 20 Feb 2009

WHITE PAPER: This white paper provides insight into the six key areas essential for becoming a value-driven organization. Discover how to gain the visibility and control essential to meet and exceed customer needs.

Posted: 20 Aug 2008 | Published: 20 Aug 2008

WHITE PAPER: 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.

Posted: 07 Aug 2008 | Published: 01 Aug 2008

SOFTWARE DEMO: Learn more about this integrated portfolio and client relationship management system: an end-to-end solution for accounting and reporting, client servicing and marketing.

Posted: 10 Jul 2008 | Published: 01 Jul 2008

WHITE PAPER: 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.

Posted: 10 Jul 2008 | Published: 01 Jul 2008