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Execution Analytics- Real-Time Challenges and Directions in Institutional Trading [ Source: Sybase ]
January 2012- This white paper looks at managing securities trading data based on a robust process and technology infrastructure. It studies real-time analytics and Complex Event Processing (CEP) and the roles they play in the management of diverse data sets.

[WHITE PAPER]
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Impact of Dodd-Frank on OTC Derivatives: Supporting Central Trading and Clearing [ Source: SimCorp ]
June 2011- The Dodd-Frank Act signifies the biggest US regulatory change in several decades. According to industry experts, Dodd-Frank will have a substantial influence over an estimated 8,500 investment managers, all the 10-12 US exchanges and alternative execution networks. <br><br> With the Dodd-Frank deadline nearing, it is important that you evaluate whether the systems, processes and people you have in place can support the many requirements of the rule, including greater transparency and ...

[WHITE PAPER]
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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.

[WHITE PAPER]
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Your Business Moves Faster When You’re at the Controls [ Source: Progress Software ]
October 2010- What are the top strategies to expand visibility of all business operations? How can you reduce your time-to-value? If you're looking for a better, timelier way to respond to the changing conditions and events that impact your business, register for Your Business Moves Faster When You're at the Controls.

Moderated by IDC Program Director, Maureen Fleming, and Progress CTO, Dr. John Bates, the webinar explores factors driving the emergence of business navigation systems ...

[WHITE PAPER]
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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 ...

[WHITE PAPER]
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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.

[WHITE PAPER]
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Optimizing the OTC Pricing and Valuation Infrastructure [ Source: FINCAD ]
May 2010- The bespoke nature of OTC derivatives and structured deals makes pricing and risk evaluation an extraordinary challenge. Traditionally, due to prohibitive costs and the limited number of options available, most banks, asset managers, and hedge funds overcame this obstacle by depending on broker-dealers to furnish prices for instruments with more complex payout structures. In recent years, however, the industry has seen banks and investment firms build up their own pricing and valuation capabilities to counter ...

[WHITE PAPER]
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Global Equity Assets Report [ Source: Ipreo ]
October 2009- Following a tumultuous six months that culminated with markets across the globe hitting their lows in March 2009, equities rebounded forcefully in the second quarter of 2009. The rebound in the second quarter brought everyone along for the ride, as every major market around the world set a 52-week high and all sectors participated in the upswing. This document represents Ipreo’s Global Equity Assets Report (GEAR) for the second quarter of 2009. The report provides a macro-level ...

[RESEARCH/ANALYST REPORT]
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Eight Step Guide to Building a World-Class Investment Strategy and Reporting Process [ Source: Clearwater Analytics ]
March 2009- During times of market uncertainty, investment professionals need all the information they can get to make smart decisions about their portfolios. In today's market, investors can't be days or weeks behind in knowing what they own, or they put their portfolio investments at risk. With a large percentage of organizations still relying on outdated manual processes, forward-thinking organizations need to take a closer look at automated reporting technologies that streamline processes, improve productivity and facilitate ...

[THOUGHT LEADERSHIP]
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The Business Case for ASP [ Source: SunGard Financial Systems ]
October 2008- Over the past several years, the investment management industry has revealed its appreciation for the increasingly sophisticated and secure solutions offered by leading application service providers (ASPs). Within some of the industry's largest asset management firms and third party administrators, the ASP model for investment accounting and portfolio management systems has proven itself many times over - currently processing trillions in assets and gaining increased adoption with each passing year. An alternative to costlier installed ...

[WHITE PAPER]
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