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Add Portfolio-Management-(Finance) to your RSS Reader:
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| 8 Matches |
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Becoming Value-driven: Focusing on What Matters Most
| sponsored by Telelogic, An IBM Company
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
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Performance Attribution: A Powerful Tool for Identifying the Sources of Investment Performance
| sponsored by Advent Software, Inc.
WHITE PAPER:
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.
Posted: 07 Aug 2008 | Published: 01 Aug 2008
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SEC Exam Survival Guide: Prepare in 12 Steps
| sponsored by Advent Software, Inc.
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
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Free Cerulli Report - Navigating the Affluent Emerging Marketplace
| sponsored by Advent Software, Inc.
WHITE PAPER:
Investors who comprise the emerging affluent segment of the market are very diverse-in terms of their net worth, risk tolerance, financial goals, and many other areas. To service this area of the financial market some level of segmentation must be used.
Posted: 10 Jul 2008 | Published: 01 May 2006
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Offshore Funds: A Pathway to Growth - A Practical Guide to Operational Imperatives for Hedge Fund Managers
| sponsored by Advent Software, Inc.
WHITE PAPER:
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.
Posted: 10 Jul 2008 | Published: 01 Jan 2007
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Advent Portfolio Exchange Demo
| sponsored by Advent Software, Inc.
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
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Best Practices in Reconciliation: A Practical Guide for Asset Managers
| sponsored by Advent Software, Inc.
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
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The Buyside and the Three Phase Evolution of Electronic Trading White Paper
| sponsored by Advent Software, Inc.
WHITE PAPER:
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.
Posted: 02 Feb 2007 | Published: 01 Jan 2007
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