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Asset Management » Portfolio Management
Tips & Tricks for Building Composites
February 21, 2008Avoid having too many composites by focusing on the firm's primary mandates. If there are a lot of unique accounts left over without a composite, you can create single-account composites or expand your firm's definition of discretion.Twelve Steps to an Effective GIPS Compliance Program
February 21, 2008 There are several things financial firms can do to develop an effective Global Investment Performance Standard (GIPS) program.A Practical Guide to Implementing the Global Investment Performance Standards (GIPS) for Asset Managers
February 19, 2008 Adhering to GIPS is in the best interest of any investment firm that wants to compete effectively and fairly. It helps build a framework for implementing industry best practices while helping engender the trust of prospective and current clients.Related Blogs
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Larry Tabb Columns
Larry TabbOpportunities Beckon Amid Economic Turmoil
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NYSE TransactTools May Be NYSE Euronext’s Most Important Asset
CHECK THIS OUTElectronic Trading Resource CenterAs markets move faster and trading in all types of investment classes continues to migrate to electronic trading, the technology that supports trading strategies is evolving at a rapid pace. Reducing latency and building systems that can match orders in hundredths of a second will be required if firms want to continue to compete in many markets. |
EventsLive Events:Buy-Side Trading Xchange June 04, 2008 Buy-Side Trading Summit 2008 November 16-18, 2008 Web Events: 2008 Market Mandates and Web 2.0 for Investment Management Online Client Applications May 14, 2008 2008 Market Mandates and Rich Internet Application Trending for Online Business Banking Channels 2008 May 20, 2008 How Can Financial Firms Build a Better Data Center? May 29, 2008 Market Trends 2008 and Rich Internet Applications: Online Channels Retirement and Benefits Service Portals June 03, 2008 Market Trends 2008 - Rich Internet Applications: Next Generation Online Financial Portals in Financial Services June 04, 2008 Straight Talk About Low-Latency: The Value of a Millisecond June 19, 2008 |
White PapersSurviving and Thriving in a Challenging MarketLearn how financial services firms can use customer-centric strategies and tools to maximize client value and loyalty, gain insight into new opportunities, and do more with less, counteracting market volatility. |
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