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 ...

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 ...

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 ...

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' ...

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.

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 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.

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' ...

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 ...