SmartBiz IT Research Library

WHITE PAPER - This white paper is geared at investment managers who are considering adding a 130/30 strategy to their offering; it provides a solid overview, including an uncompromised assessment of the benefits and challenges.
Posted: October 24, 2008 | Published: October 24, 2008


Topics:  Asset Management Services | Investments | IT Infrastructure | Portfolio Management (Finance) | Portfolio Management (IT Management) | Risk Management | ROI | Security

WHITE PAPER - This Asset Management Operations and Compensation Survey conducted by Advent Users Group and Advent Software was taken by over one hundred investment firms. Technology, operations and compensation were the three key areas covered in the survey.
Posted: July 10, 2008 | Published: July 1, 2008


Topics:  Asset Management (Finance) | Asset Management Services | Compensation | CRM | Employee Monitoring | Investments | Outsourcing | Strategic Planning | Surveys

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: July 10, 2008 | Published: July 1, 2008


Topics:  Accounting Software | Client-Server Software | CRM | Marketing | Office Applications Software | Portfolio Management (Finance) | Reporting Software | Systems Integration Services

WHITE PAPER - This whitepaper examines some of the key trends within the U.S. ATS market, and provides clear categorizations of some of the platforms vying for market share. This report also provides U.S. equities market share estimates and future projections.
Posted: July 10, 2008 | Published: September 1, 2007


Topics:  Banking Industry | Banking Services | Financial Management | Financial Service Providers | Market Segments | Market Trends | Securities Industry

WHITE PAPER - In investment reporting, customers expect detailed reports of irreproachable accuracy, delivered with no delay or excuses. This whitepaper will serve as as a guide for Investment Advisors.
Posted: July 10, 2008 | Published: January 1, 2006


Topics:  Budgeting | Financial Applications Software | Financial Services Industry | Investments | Outsourcing | Reporting Software | Systems Management

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: July 10, 2008 | Published: July 1, 2008


Topics:  Asset Management (Finance) | Best Practices | Budgeting | Customer Service | Market Trends | Portfolio Management (Finance) | Risk Assessment | Risk Management | Workflow Management Coalition

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: July 10, 2008 | Published: January 1, 2007


Topics:  Accounting | Asset Management Services | Capital Expenditures | Financial Services | Offshore Outsourcing | Operational Support Systems | Portfolio Management (Finance)

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: August 7, 2008 | Published: August 1, 2008


Topics:  Asset Management (Finance) | Asset Management Services | Benchmark Testing | Indexing (Information Management) | Investments | Model Driven Architecture | Political Environment | Portfolio Management (Finance) | Project Portfolio Management

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: August 7, 2008 | Published: August 1, 2008


Topics:  Audit Trails | Best Practices | Compliance (Finance) | Disaster Recovery | Documentation | Information Management | Portfolio Management (Finance) | Regulations | Risk Assessment

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: February 2, 2007 | Published: January 1, 2007


Topics:  Electronic Funds Transfer | Electronic Marketplace | Financial Applications Software | Financial Transaction Processing | Investments | Online Trading (Securities) | Order Management Systems | Portfolio Management (Finance) | Regulatory Compliance | Securities Industry