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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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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 ...

[WHITE PAPER]
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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.

[WEBCAST]
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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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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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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 ...

[WHITE PAPER]
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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.

[VIDEO]
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