The Critical Importance of Archiving in the Financial Services Industry
This white paper discusses the requirement for financial services firms to retain content of various types, and it discusses what organizations should do to satisfy these obligations. It also provides a brief overview of ArcMail, the sponsor of this white paper and a leading provider of archiving systems. Click here
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BPM for Dummies
[ Source: IBM ]
December 2011-
Unleash the power of technology as a competitive advantage! Learn how your entire enterprise can become far more agile, helping you meet your goals with Business Process Management (BPM). <br><br>
Download Business Process Management For Dummies, IBM Limited Edition, now and learn how BPM creates value through growth, improved performance, better productivity, higher staff effectiveness, and better customer service. <br><br>
You discover why changing to ...
How To Build a Mission-Critical Data Center
[ Source: HP ]
May 2012-
Infrastructures must be able to quickly and cost-effectively adapt to evolving needs. Unfortunately, many companies cannot achieve this response with their current data center network architectures. The traditional three-tier model of access, aggregation, and core switching is an operational nightmare.<br><br>
This white paper unveils a solution that streamlines the design of next-generation data centers to ensure the superior resiliency, performance, and agility that enterprise networks now require.<br&...
Avoiding the 8 Common Mistakes of Windows 7 Migration
[ Source: Dell/Microsoft ]
September 2011-
The recession put important things on hold for many organizations, like upgrading to new client systems. Now organizations such as yours are ready to upgrade and gain from better performance and efficiency by purchasing new laptops and notebooks with Windows 7 factory-installed.<br><br>
Before you move dozens - or hundreds - of important business applications into a new environment, find out how other organizations tackled this challenge. <br><...
Accountable Care and the Cloud: The Future of Medical IT
[ Source: Siemens ]
July 2011-
In this podcast, Dan Emig and David M. Hamilton of Siemens Medical explain how the cloud can help healthcare providers significantly improve business performance by shifting allocation of their limited budget and human resources away from lower-value back-office operations in favor of higher-value clinical and patient-facing services.<br><br>
The cloud does this by 1) allowing healthcare IT organizations to leverage the economies of scale offered by shared, on-demand infrastructure and 2) providing ...
Advanced Malware Exposed
[ Source: FireEye ]
May 2011-
This handbook shines a light on the dark corners of advanced malware, both to educate as well as to spark renewed efforts against these stealthy and persistent threats. By understanding the tools being used by criminals, we can better defend our nations, our critical infrastructures and our citizens. The "Operation Aurora" incident represents an example of how the threats have escalated, revealing how advanced malware is being used in a systematic, coordinated fashion ...
Creating a Timeline for Deploying Windows 7 and Eliminating Windows XP
[ Source: Dell/Microsoft ]
February 2012-
Windows XP support ends April 8, 2014. Therefore, organizations must decide when to begin their migration to Windows 7, set a target date to have Windows XP out and define the scope of the project.<br><br>
This research paper reviews Gartner's key findings and recommendations for deploying Windows 7.
CISO Guide to Next Generation Threats
[ Source: FireEye ]
May 2011-
Over 95% of businesses unknowingly host compromised endpoints, despite their use of firewalls, intrusion prevention systems (IPS), antivirus and web gateways. This situation-the new status quo-results from criminals leveraging multiple zero-day vulnerabilities, commercial-quality toolkits and social media to perpetrate next-generation threats. These threats move "low and slow" and use several stages and channels to duck traditional defenses and find vulnerable systems and sensitive data. <br><br>
Read this paper and ...
8 Things That Could Affect Your Business IT Security In The Next Two Hours
[ Source: NETGEAR ]
August 2011-
Discover the secrets over-priced security consultants don't want you to know. Network security is not just about preventing a breach, it's about making every working day as productive as possible by preventing external threats. <br><br>
Where should you start? Download this security brief and NETGEAR will show you the 8 things to do to improve your security posture right now.
Gartner Magic Quadrant for Enterprise LAN
[ Source: HP ]
May 2011-
Major LAN purchases and upgrades should not take place without a full competitive review. This Gartner Magic Quadrant reviews the strengths and weaknesses of the major players; including, Alcatel-Lucent, Avaya, Cisco, Extreme Networks, HP and Juniper Networks.
Making Multi-Prime Work for You
[ Source: Advent Software ]
April 2009-
Based on conversations with leading hedge funds, prime
brokers, and fund administrators, we firmly believe that
investor assets and returns can no longer remain vulnerable
to the risk of the single-prime model. To effectively
manage business and thrive in today�s rapidly evolving
market, it is imperative that funds operate within a multiprime
model to mitigate potential risk and manage transaction
costs effectively.
This is the opening installment of a series and shares our
findings ...
International Financial Reporting
[ Source: Advent Software ]
April 2009-
This document is intended to introduce hedge funds and
hedge fund service providers to International Financial
Reporting Standards (IFRS) and to help them understand
major differences between them and U.S. GAAP. The
information here will also educate them on potential
impacts to their organization when adopting the international
standard, including considerations for accounting
systems. Finally, the document will educate firms about
Advent�s portfolio accounting system, Geneva,� and its
currently available capabilities for supporting ...
Business Platform Transformation Strategy
[ Source: Adaptivity Inc. ]
October 2008-
Today’s CIO organizations face a complex array of challenges in managing the Business Platform (the group of applications and services that implement the Business Value Chain). The business perceives technology innovation as a business differentiator, demands application portfolio stability, requires change requests to be handled promptly, experiences growth rates that are often unpredictable and exponential, and exerts continuous pressure to reduce product time to market. Complicating this, these challenges are being made to IT ...
Eliminate Complexities in the Family Office Workflow
[ Source: Advent Software ]
November 2007-
During this one hour session, you will learn how to create key dashboards in Advent Portfolio Exchange®, which highlight data at the business, account, and group level.
Structured Products in Wealth Management
[ Source: Tata Consultancy Services ]
October 2008-
This paper stresses the importance of having Structured Products as an asset class in the portfolio, or having it as a standalone product for the clients and the pros and cons of offering a structured product, for an Investment Bank or Asset Management Company.
The paper also discusses the key factors that would affect the investment banks, their target customers, challenges investment banks face, their growth opportunities and strategies.Finally, this paper discusses about a ...
Best Practices in Corporate Actions Processing: A Guide for Investment Managers Ten Common Pain Points and Effective Steps to Mitigate Them
[ Source: Advent Software ]
June 2008-
Improving the efficiency of corporate actions handling can help cut
costs, provide competitive advantage through better client service,
maintain regulatory compliance, and reduce operational and reputational
risks. By the same token, corporate action errors—a mislaid notification,
a mistyped data input, a misapplied event—can result in painful
financial losses. While precise figures are hard to come by, industry
observers estimate that 10 percent of annual corporate actions processing
costs are attributable to “write-off” funds reserved ...
Advent and Wealth Management Partners
[ Source: Advent Software ]
July 2010-
After considering several technology providers, Wealth Management Partners settled on Advent’s software suite. “An important factor in our decision was that we wanted to work with a provider that had sufficient size,” says Mr. Nienhaus. “There are a lot of small
software development companies in the marketplace, but at the end of the day you want to be sure the party you’re working with will be there in five years or ten years' ...
Advent Geneva® - Global Portfolio Accounting System
[ Source: Advent Software ]
October 2007-
A former Chief Technology Officer of a $5 billion hedge fund, George Michaels, is now a principal in G2 Systems, LLC, a consultancy specializing in the integration of complex software packages. Mr. Michaels talks about his deep experience with Advent Geneva®'s thorough instrument coverage, data accuracy, and scalability.
Using a Credit Risk Analysis & Monitoring Dashboard to Support Basel II Compliance
[ Source: Panopticon Software ]
August 2009-
Panopticon’s Credit Risk Analysis & Monitoring Solution is an advanced set of data visualizations delivered in an easy-to-use, interactive Executive Dashboard. The system allows bank managers to understand their true level of risk exposures at all times and share that information in a timely manner with auditors, regulators, clients, or even the public.
Kaveh Mossavati will explain how to build, deploy and use a Credit Risk Analysis & Monitoring Executive Dashboard. He has developed this tool ...
Securities and capital markets: How to meet your investment needs
[ Source: IBM ]
May 2011-
IBM's Decision Management systems are widely used by leading investment banks, asset management and mutual fund firms to meet their compliance requirements while adding intelligent decisioning capabilities to applications and processes throughout the trading cycle, and business channels and systems.
Survey Results: Structured Finance Investor Due Diligence in Focus
[ Source: Principia Partners ]
November 2010-
Over 500 structured finance market participants from 200 organizations took part in Principia's ABS industry best practices survey. The results are analyzed here with a focus on investor due diligence requirements as the market returns on a more stable footing. What are the most important aspects of satisfying due diligence requirements? How well does the industry currently perform in these areas? What are the best practices investors can adopt to address these challenges?
Financial Services: How To Respond in Real Time to Business Events
[ Source: Progress Software ]
October 2010-
Financial services firms can achieve a higher level of operational responsiveness with the seamlessly integrated and customizable responsive process management (RPM) solution from Progress Software. Monitor, control and improve your business in real time with this suite of tools designed to help financial services firms deliver a higher level of business performance while sensing and responding in real time to changing conditions and business events.
Easily integrated into your exiting IT environment, the ...
Cost Basis Reporting Readiness
[ Source: Advent Software ]
August 2010-
Although the requirement affects issuers of
1099s directly, many investment advisors include
cost basis and capital gain information on their
statements to clients, and investors have historically
relied on the advisor for tax preparation.
Advisors who continue this practice must be
sure their cost basis calculations are accurately
reconciled with those of their custodians as it is
likely that investors will contact their advisors
(rather than custodians) if they have questions
or concerns. Expect a ...
Cost Basis Basics: Preparing for the New Reporting Requirement
[ Source: Advent Software ]
August 2010-
Cost basis reporting will have firm-wide impact,
from operations to client relations. It will require
clear coordination and alignment among RIAs,
brokers and custodians, not to mention with
investors and their tax advisors. And, as with
any new regulation, it will carry costs in both
systems and staffing. Understanding the impact
and preparing for it will help make those challenges
and costs manageable.
Improving Post-Trade Efficiency
[ Source: Advent Software ]
December 2009-
While much has been made of the fragmentation of
liquidity and trade execution venues, little has been
said about the fragmentation of the post-trade environment—
a large and overlooked opportunity for
efficiency improvement. With trading technology
evolving to address execution challenges, it is time to
look at the entire trade lifecycle with the goal of
increasing efficiency and reducing operational risk in
trade settlement. This document discusses the issue,
identifies opportunities for improvement and outlines
...
Advent and Wealth Management Partners
[ Source: Advent Software ]
July 2010-
After considering several technology providers, Wealth Management Partners settled on Advent’s software suite. “An important factor in our decision was that we wanted to work with a provider that had sufficient size,” says Mr. Nienhaus. “There are a lot of small
software development companies in the marketplace, but at the end of the day you want to be sure the party you’re working with will be there in five years or ten years' ...
Outsourcing to Advent Enables Wislar to Achieve Goals of Independence
[ Source: Advent Software ]
June 2010-
APX through Advent OnDemand offers the convenience and cost savings associated with outsourcing without compromising any functionality. Users get: Fast and easy access to portfolio data for decision making, Automated generation of a wide range of reports, Performance measurement and analytical capabilities, “I’m actually trying to outsource everything, which I think makes total sense,” says Mr. Wislar citing two other key advantages of outsourcing: Disaster preparedness: “With outsourcing, if my office were to burn ...
Tamale RMS Provides Insight into Analysts’ Thinking at Weitz Funds
[ Source: Advent Software ]
August 2010-
In a previous job, research analyst Barton Hooper had been introduced to a technology solution that seemed to be exactly what Weitz was looking for: Tamale RMS, the pioneering research management solution that is now part of the Advent suite. Tamale met a number of needs for Weitz, providing: a means of organizing research information according to the
firm’s investment process. A conduit of clear communication between analysts and portfolio managers. A historical record ...
Wright Family Office - Advent GLX and Advent Partner
[ Source: Advent Software ]
July 2010-
WDW needed better reporting capabilities, and Advent has delivered. “We use mainly the time weighted reports, net of fees and gross of fees,” Ms. Lynn says. “We use the performance history by sector. I’ve also gone into Report Writer and created reports on my own to customize what we need. So I’m no longer pulling numbers from several
different reports. It’s a click of the button and there’s the report.”
The ...
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