Portfolio Management (Finance)

WHITE PAPER: Access this white paper for survey results that discuss asset and revenue growth in the financial industry.

Posted: 09 Dec 2011 | Published: 09 Dec 2011

WHITE PAPER: Accounting for corporate actions accurately is one of the biggest challenges for investment managers, with significant portfolio valuation, performance and tax implications for investors. And its only going to get more challenging due to reporting requirements and mounting activity. Learn how to get a handle on the 5 most common corporate actions.

Posted: 09 Dec 2011 | Published: 09 Dec 2011

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 Aug 2009 | Published: 10 Aug 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: 10 Aug 2009 | Published: 10 Aug 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: 10 Aug 2009 | Published: 10 Aug 2009