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Investment Management White Papers (View All Report Types)
 
A Best Practice Guide to Family Office Technology
sponsored by Advent Software, Inc
WHITE PAPER: Packed with practical tips and actionable guidance, this 16-page report covers all of the key technology systems that family offices need to evaluate—along with the pros and cons of each and tradeoffs to consider. It’s a must-read for any family office looking to build competitive advantage in today’s environment.
Posted: 08 Nov 2010 | Published: 08 Nov 2010

Advent Software, Inc

The Blueprint of a Best Practice Expense Process
sponsored by SAP Concur
WHITE PAPER: This white paper examines the stages of a typical expense process and delivers a best practice blueprint that can help you evaluate critical areas, decide what is or isn't working, and learn how to optimize problem areas.
Posted: 16 Sep 2019 | Published: 16 Sep 2019

SAP Concur

AI is at the Forefront of Reducing Money Laundering and Combating the Financing of Terrorism
sponsored by SAS
WHITE PAPER: Inside, explore how advanced analytics can be used to identify patterns of fraud and potentially suspicious activities, and review what AI and machine learning can do for your anti-money laundering (AML) and combating the financing of terrorism (CFT) programs.
Posted: 13 Aug 2019 | Published: 13 Aug 2019

SAS

8 Must-Have Criteria for Self-Service Analytics
sponsored by Information Builders
WHITE PAPER: This white paper gives you 8 essential criteria for implementing self-service analytics in your organization. Discover how you can empower your business end users to tap into in-depth insights, driving more informed business moves and increasing visibility into valuable datasets.
Posted: 27 Oct 2015 | Published: 27 Oct 2015

Information Builders

An Accounting Executive's Guide to a Simpler Month End
sponsored by ServiceNow
WHITE PAPER: In this white paper, learn how your organization's finance team simplify their month-end close process by gleaning insight into how over 2,300 companies around the globe are managing their current close processes, and review 5 steps your organization can take to improve, streamline, and refine its month-end close.
Posted: 17 Sep 2019 | Published: 17 Sep 2019

ServiceNow

Cloud Computing Cost-Saving with a Hybrid Model
sponsored by Intel
WHITE PAPER: This whitepaper unveils a theoretical financial model that will help you analyze cloud costs now and into the future.
Posted: 19 May 2014 | Published: 08 May 2013

Intel

Mastering Risk with Business Forecasting
sponsored by IBM
WHITE PAPER: This paper discusses how it is risk management practices that play a key part of managing risk today, and shows how developing a more sophisticated understanding of risk and building the management capabilities to match can help organizations stay afloat during tumultuous times.
Posted: 06 Nov 2013 | Published: 06 Nov 2013

IBM

Tools, Tips & Resources for Sharing Ideas, Leading Teams & Getting Things Done
sponsored by Citrix Online Go To Meeting
WHITE PAPER: In this white paper, uncover 4 key principles behind successful collaboration: With the right tools, leaders, and specific goals, your team could be underway to enabling business productivity and partnerships.
Posted: 06 Jan 2014 | Published: 06 Jan 2014

Citrix Online Go To Meeting

Performance Management: How to Implement a Planning Tool and Get It Right the First Time
sponsored by IBM
WHITE PAPER: In this white paper, learn about how a quarterly rolling planning process, along with a planning tool, can yield better business forecasting results.
Posted: 12 Feb 2014 | Published: 31 Aug 2013

IBM

Enable relevant, in-context business intelligence: Embedding BI content into applications and processes
sponsored by IBM
WHITE PAPER: This brief resource introduces a platform that gives you the power to create customized BI content and embed it into applications and processes for relevant, contextualized business intelligence.
Posted: 15 Jan 2014 | Published: 30 Sep 2012

IBM
 

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