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Financial Portfolio Management

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Financial Portfolio Management White Papers (View All Report Types)
 
Equipping Financial Advisors with Wealth Management Tools for the Digital Era
sponsored by Accenture
WHITE PAPER: Thanks to a proliferation of resources, the financial advisor no longer serves as the sole conduit between the individual client and the investment community. Discover which wealth management tools are making the greatest impact on the client experience so financial advisors can better equip themselves for the digital era.
Posted: 16 Nov 2016 | Published: 31 Dec 2015

Accenture

Making Investments Count: Three Capital Spending Challenges
sponsored by Oracle Corporation
WHITE PAPER: Read this white paper for a discussion of capital investment challenges that many companies are facing and what enterprise project portfolio management solutions are available to help.
Posted: 05 Apr 2010 | Published: 15 Jan 2010

Oracle Corporation

Successfully Managing Programs and Risk in the Aerospace and Defense Industry
sponsored by Oracle Corporation
WHITE PAPER: Succeeding in this difficult environment requires an enterprise software solution that enables aerospace and defense companies to plan and execute programs and projects, demonstrate earned value compliance and manage resources and costs. Enterprise project portfolio management (EPPM) applications help meet these challenges.
Posted: 05 Apr 2010 | Published: 19 Feb 2010

Oracle Corporation

Becoming Value-driven: Focusing on What Matters Most
sponsored by IBM
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

IBM

Optimization Applications in Finance, Securities, Banking and Insurance - IBM ILOG Optimization White Paper
sponsored by IBM
WHITE PAPER: This white paper shows how mathematical optimization provide tools that deliver significant competitive advantage for solving the most challenging problems encountered in finance, including risk management, operational cost, and product innovation.
Posted: 14 Dec 2010 | Published: 14 Dec 2010

IBM

Hedge Funds: Why Comply? - A Practical Guide to Developing a Culture of Compliance
sponsored by Advent Software, Inc
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

Advent Software, Inc

Securities and capital markets
sponsored by IBM
WHITE PAPER: IBM®ILOG®’s business rule management system (BRMS) is widely used by leading investment banks, asset management and mutual fund firms to meet their compliance requirements while adding intelligent decisioning capabilities to applications and processes throughout the trading cycle, and business channels and systems.
Posted: 07 Jul 2011 | Published: 07 Jul 2011

IBM

EIU Report: Preemptive Action: Mitigating Project Portfolio Risks in the Financial Services Industry
sponsored by Oracle Corporation
WHITE PAPER: This research report explains how to ensure long-term viability in the financial services industry by depending on your ability to invest wisely in projects, meet regulatory targets and avoid the costly and public failures that brought down so many other organizations in the financial services industry.
Posted: 31 Jan 2011 | Published: 31 Jan 2011

Oracle Corporation

Identify and Manage Fraud Better with Analytics
sponsored by BAE Systems
WHITE PAPER: This white paper explores how to put the right analytics tools and practices in place to fight financial crime in an era of cloud and big data. Discover how predictive analytics can help identify fraudulent behavior and improve strategic decision-making even in the face of high data volumes and proliferating attack vectors.
Posted: 14 Mar 2017 | Published: 14 Mar 2017

BAE Systems

Keeping Track: Having Trouble with Expense Insight?
sponsored by Concur Technologies
WHITE PAPER: This infographic on expense reporting outlines the top 5 most challenging operating costs, and the ways companies can capture expenses. Also discover 5 ways you can collect and organize data into actionable insights.
Posted: 13 Dec 2016 | Published: 13 Dec 2016

Concur Technologies
 
 
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