Portfolio Management (Finance) White Papers

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Nov 24, 2009

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Business of Information Technology > Business Management > Financial Management >
Portfolio Management (Finance)
ALSO CALLED: Portfolio Management, Financial Portfolio Management DEFINITION: The process of managing the assets of a mutual fund, including choosing and monitoring appropriate investments and allocating funds accordingly.
Portfolio Management (Finance) White Papers (View All Report Types)
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Going Independent-- A Technology Survival Guide: How to Evaluate and Select the Right Software for Your New Firm sponsored by Advent Software, Inc WHITE PAPER: This guide is intended to help advisors who are considering going independent or who have already struck out on their own to better understand and navigate their technology options. Posted: 13 Aug 2009 \| Published: 13 Aug 2009 TOPICS: Business Intelligence \| Business IT Alignment \| Compliance (Finance) \| Compliance (Systems Operations) \| Financial Reporting \| Financial Services Industry \| Portfolio Management (Finance) \| Portfolio Management (IT Management) \| Reporting Software \| SMBs

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 Aug 2009 \| Published: 10 Aug 2009 TOPICS: Asset Management (Finance) \| Best Practices \| Budgeting \| Customer Service \| Market Trends \| Portfolio Management (Finance) \| Risk Assessment \| Risk Management \| Workflow Management Coalition

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: 10 Aug 2009 \| Published: 10 Aug 2009 TOPICS: Audit Trails \| Best Practices \| Compliance (Finance) \| Disaster Recovery \| Documentation \| Information Management \| Portfolio Management (Finance) \| Regulations \| Risk Assessment

Portfolio Construction and Trading: Seven Key Factors in Evaluating Order Management Systems to Close the Gap sponsored by Advent Software, Inc 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 TOPICS: Asset Management (Finance) \| Business IT Alignment \| Financial Management \| Financial Reporting \| Financial Services Industry \| Order Management Systems \| Portfolio Management (Finance) \| Workflow Software

Data Conversion in a System Migration: Best Practices for Compliance and Continuity sponsored by Advent Software, Inc 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 TOPICS: Business Continuity Planning \| Business Intelligence \| Compliance (Finance) \| Compliance Best Practices \| Data Migration \| Investments \| Portfolio Management (Finance) \| Reporting Software

Collateral Damage: What the Crisis in the Credit Markets Means for Everyone Else sponsored by SAP America Inc 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: 08 Jun 2009 TOPICS: Balance Sheets \| Balanced Scorecards \| Capital Expenditures \| CFOs \| Economic Environment \| Financial Industry Organizations \| Financial Management \| Financial Metrics \| Financial Reporting \| Financial Systems \| Financing \| Investments \| Portfolio Management (Finance)

Client Relationship Management for Asset Managers sponsored by Pivotal CRM, a CDC Software solution 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 TOPICS: Asset Management Services \| Collaboration \| Consultants \| CRM \| Mutual Funds \| Portfolio Management (Finance) \| Software

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