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Best Practices in Performance Measurement and Reporting: Understanding the Global Investment Performance Standards®
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By Advent Software,Inc
There are three major advantages to complying with GIPS and getting third-party verification. One is the additional credibility the claim of compliance brings to performance numbers in sales presentations, service negotiations, advertising, media relations, and marketing literature. This added credibility can help reinforce your existing client relationships and open doors to consultants and more potential clients.
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Disaster Recovery Options for Investment Managers
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By Advent Software, Inc
With the increased attention on disaster recovery, asset managers are being compelled to answer tough questions and are often uncertain of where to begin or what is appropriate for them.
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The Buyside and the Three Phase Evolution of Electronic Trading
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By Advent Software Inc
The Buyside and the Three Phase Evolution of Electronic Trading describes how the function of trade execution is undergoing a period of dramatic transformation; not only for buyside firms, but also brokers and execution venues. It goes on to illustrate the reasons for the rapid adoption of electronic trading and how this new world will evolve in three distinct phases. It concludes by outlining why the best execution requirement will demand that the trading platforms of tomorrow be supplied by independent broker-neutral software companies.
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Hedge Funds: Why Comply? A Practical Guide to Developing a Culture of Compliance
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By Advent Software,Inc
Will hedge funds be responsible for implementing tighter regulation? A two-year effort by the Securities and Exchange Commission to bring hedge funds to heel was derailed by a federal appeals court on June 23, 2006. However, the SEC may try to institute tighter legislation with congress despite previous efforts.
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HFN Hedge Fund Industry Asset Flow Perfomance Report
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By Advent Software Inc
The report is made available on a quarterly basis and details asset flows beginning in the fourth quarter of 2003 to the present quarter. Flow information is designed to show not just total asset levels, growth and decline, but the sources of asset growth/decline as well. These sources of flows are broken down into changes in assets due to performance, flows in or out of existing funds, and flows due to the creation of new funds or the liquidation of funds.
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Back Office Outsourcing & Investment Reporting A Guide for Investment Advisors
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By Advent Software Inc
In today’s business environment, two opposing forces dominate the investment advisory landscape. On one side continuing downward pressure on fees. On the other ever-growing customer expectations as to the range and quality of services they receive. As a result, investment advisors are facing the unenviable problem of how to do more for less. Yet despite this operational squeeze, there is a way to ride successfully between the two—and that is on the back of technology.
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FOX Advisor Survey for Family Offices
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By Advent Software Inc
Family Office Exchange' s (FOX) recent survey reveals the key trends for high net worth advisors. This survey provides a business barometer on how wealth advisors, multi-family offices, banks, trusts, and specialty services firms are running their businesses, their most pressing issues, and sources for new business.
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Getting Enterprise Power Without "Big BI"
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Small and Midsize Enterprises are at a significant disadvantage where business intelligence is concerned. Their business intelligence needs are similar to their Fortune & Global counterparts, but their budgets are not.
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Customer data integration and accurate data matching
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This paper describes how you can link the data in disparate information systems to gain a complete, real-time view of each of your customers on demand, all while increasing data integrity in each data source. With a customer data integration solution that leverages an accurate matching process, you can dramatically improve the quality of your data and leverage it to increase your marketing potential and improve customer service. You will discover:
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Stratus Uses the AppExchange API to Integrate Salesforce and Oracle Financials
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We delivered the deployment well under our budget and right on time. Salesforce cost us one third of the cost of a similar Siebel
deployment, and we get additional modules without the incremental cost. The fact that the AppExchange API is so clean and intuitive made the Oracle integration painless.
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