Search by: Keyword Company Name Title   Search within results

The following are results within the Portfolio and Investment Management category. (Save this search)

Get Listed in Our Directory

Categories Browse Directory   Business Solutions     Accounting and Finance       Portfolio and Investment Management Filter results by: All document types Analyst Reports Articles Case Studies Demos E-Learning Tutorials Podcasts Videos Vendor White Papers Webinars Sort results by: Relevance | Date | Company | Price  Research 1 - 25 of 27 | Next Page Performance Attribution: A Powerful Tool for Identifying the Sources of Investment Performance by Advent Software, Inc     (VENDOR WHITE PAPER) August 01, 2008 - (Free Research) 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.   GO TO VENDOR WHITE PAPER SEC Exam Survival Guide: Prepare in 12 Steps by Advent Software, Inc     (VENDOR WHITE PAPER) August 2008 - (Free Research) 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.   GO TO VENDOR WHITE PAPER Advent Portfolio Exchange Demo by Advent Software, Inc     (VENDOR WHITE PAPER) July 2008 - (Free Research) Learn more about this integrated portfolio and client relationship management system: an end-to-end solution for accounting and reporting, client servicing and marketing.   GO TO VENDOR WHITE PAPER Back Office Outsourcing and Investment Reporting - A Guide for Investment Advisors by Advent Software, Inc     (VENDOR WHITE PAPER) July 2008 - (Free Research) 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.   GO TO VENDOR WHITE PAPER Best Practices in Reconciliation: A Practical Guide for Asset Managers by Advent Software, Inc     (VENDOR WHITE PAPER) July 2008 - (Free Research) 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.   GO TO VENDOR WHITE PAPER Free Cerulli Report - Navigating the Affluent Emerging Marketplace by Advent Software, Inc     (ANALYST REPORT) July 2008 - (Free Research) Investors who comprise the emerging affluent segment of the market are very diverse-in terms of their net worth, risk tolerance, financial goals, and many other areas. To service this area of the financial market some level of segmentation must be used.   GO TO ANALYST REPORT Offshore Funds: A Pathway to Growth - A Practical Guide to Operational Imperatives for Hedge Fund Managers by Advent Software, Inc     (VENDOR WHITE PAPER) July 2008 - (Free Research) 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.   GO TO VENDOR WHITE PAPER The Buyside and the Three Phase Evolution of Electronic Trading White Paper by Advent Software, Inc     (VENDOR WHITE PAPER) July 2008 - (Free Research) 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.   GO TO VENDOR WHITE PAPER 2007 Asset Management Operations and Compensation Survey by Advent Software, Inc     (VENDOR WHITE PAPER) March 2008 - (Free Research) 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.   GO TO VENDOR WHITE PAPER Going Beyond HIPAA Compliance: Securing the Evolving Endpoint by Lumension Security     (WEBINAR) September 2008 - (Free Research) Watch this webcast to learn about the many dynamic threats to your confidential data and systems and how endpoints have evolved and all of the sources of risk within your organization.   VIEW ABSTRACT | GO TO WEBINAR ITIL, the IT Service Catalog, and Service Level Management by newScale (E-mail this Company)     (WEBINAR) April 2008 - (Free Research) This webinar will give you practical guidance on how an IT organization could better serve its customers. Learn how to define and standardize your services with a Service Catalog and set customer expectations through Service Level Management (SLM) — both key components to ITIL success.   VIEW ABSTRACT | GO TO WEBINAR Best Practices – Defining IT Success Through the Service Catalog by newScale (E-mail this Company)     (WEBINAR) April 2008 - (Free Research) This Webinar is for anyone embarking on a Service Catalog or ITIL initiative. Pink Elephant's ITSM guru Troy DuMoulin and newScale founder Rodrigo Flores will give you practical guidance on how to design and implement an IT Service Catalog according to ITIL best practices.   VIEW ABSTRACT | GO TO WEBINAR Optimizing the Business Value of IT: How IT Investment Portfolio Management Helps Drive High Performance by Accenture.     (VENDOR WHITE PAPER) June 2008 - (Free Research) Accenture has developed the Investment Portfolio Management Framework, a diagnostic model to help CIOs and top business executives align IT investments with the business needs and improve the management of limited IT resources.   VIEW ABSTRACT | GO TO VENDOR WHITE PAPER Green IT: beyond the data center -- How IT can contribute to the environmental agenda across and beyond the business by Accenture.     (VENDOR WHITE PAPER) June 2008 - (Free Research) This whitepaper looks at the ecological impact of a business?s entire IT infrastructure and provides the CIO with a holistic prospective to a business?s carbon footprint.   VIEW ABSTRACT | GO TO VENDOR WHITE PAPER SAP Investment Decision Support by HyPerformix     (VENDOR WHITE PAPER) July 2008 - (Free Research) HyPerformix leverages SAP’s internal monitoring capability provide the prescriptive answers and business justification you need to make informed investment decisions.   VIEW ABSTRACT | GO TO VENDOR WHITE PAPER Safeguarding Confidence in the Financial Services Industry by Tripwire Inc     (VENDOR WHITE PAPER) August 2008 - (Free Research) Tripwire combines configuration assessment with change auditing to achieve and a known and trusted state, this ensures the integrity of your IT configurations by comparing them against internal policies, compliance standards and security best practices.   VIEW ABSTRACT | GO TO VENDOR WHITE PAPER TowerGroup on Online Channels Portals for Prime Brokerage and Asset Mgmt by Actuate Corporation.     (WEBINAR) July 2008 - (Free Research) This webcast describes the top 10 business drivers in securities, investment management, brokerage and wealth management for 2008. It also discusses the rich internet applications for next generation financial services.   VIEW ABSTRACT | GO TO WEBINAR The Road to IT Governance Excellence by SERENA Software, Inc     (VENDOR WHITE PAPER) March 2008 - (Free Research) This whitepaper details a case study of Brigham Young University and how they established an award-winning IT Governance structure as a foundation for improving the business value of their office of Information Technology.   VIEW ABSTRACT | GO TO VENDOR WHITE PAPER Automating Cost Transparency by Apptio     (VENDOR WHITE PAPER) August 2008 - (Free Research) The Apptio on demand is a powerful new way to bring Cost Transparency to IT in an automated fashion. Learn how it enables progressive IT organizations to lead this change, usher in a new era of strategic IT management and establish a true partnership.   VIEW ABSTRACT | GO TO VENDOR WHITE PAPER Managing Growth and Cash Flow for Small and Medium-Sized Businesses by Cisco Systems, Inc     (WEBINAR) February 2008 - (Free Research) According to the Small Business Administration, 80 percent of small businesses fail in the first year, sadly, the problem is often cash flow, not lack of sales.   VIEW ABSTRACT | GO TO WEBINAR Maximizing IT Investments: Recession-proofing Your Network by F5 Networks.     (VENDOR WHITE PAPER) July 2008 - (Free Research) This whitepaper outlines a plan that enables network teams to implement a plan that optimizes application performance. It also identifies recession-proof networking technologies and their challenges.   VIEW ABSTRACT | GO TO VENDOR WHITE PAPER Office of the Insurance CFO: Driving Business Decision-Making by SAP America, Inc.     (VENDOR WHITE PAPER) September 2008 - (Free Research) CFOs are moving move beyond administrative and transactional tasks, becoming catalysts to improve business performance. This whitepaper discusses important questions that need to be answered to provide the decision support that finance needs.   VIEW ABSTRACT | GO TO VENDOR WHITE PAPER Microsoft Deploys EMC SAN for Data Centers and Reduces Costs by 50 Percent by EMC Corporation.     (CASE STUDY) August 2008 - (Free Research) The group developed a storage service based on Microsoft® and EMC products, this service provides highly available storage space on demand and assesses charges to customers.   VIEW ABSTRACT | GO TO CASE STUDY Enterprise Change Management with Telelogic Change by Telelogic, An IBM Company     (VENDOR WHITE PAPER) September 2008 - (Free Research) Enterprise Content Management (ECM) should be applied across the enterprise as a whole. This paper offers a disciplined, pragmatic approach to predicting and managing change across an enterprise, while delivering proven cost benefits and efficiency.   VIEW ABSTRACT | GO TO VENDOR WHITE PAPER Business Agility as Growth Enabler: How Can Midsize Firms Manage Change in an Increasingly Demanding World? by SAP America, Inc.     (VENDOR WHITE PAPER) August 2008 - (Free Research) Your company’s ability to meet changing customer requirements and drive revenue growth in a continually changing environment is essential. This whitepaper examines the related issues of growth and flexibility from a number of perspectives.   VIEW ABSTRACT | GO TO VENDOR WHITE PAPER 1 - 25 of 27 | Next Page

We are always striving to improve our customer experience. Please notify us if there is a company missing that you feel should be in our directory.