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Portfolio Management (Finance)
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Most Popular Portfolio Management (Finance) Reports

Becoming Value-driven: Focusing on What Matters Most

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130/30 Strategies: Passing Fad or Future Trend?

WHITE PAPER:   Posted: 24 Oct 2008 | Published: 24 Oct 2008
This white paper is geared at investment managers who are considering adding a 130/30 strategy to their offering; it provides a solid overview, including an uncompromised assessment of the benefits and challenges.
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 by Advent Software, Inc


Client Relationship Management for Asset Managers

WHITE PAPER:   Posted: 26 Sep 2008 | Published: 26 Sep 2008
This white paper describes how client relationship management (CRM) technology can help mutual fund wholesalers and institutional asset managers address these core industry challenges and effectively foster.
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 by Pivotal CRM, a CDC Software solution


Better Management of Credit Risk: A Guide for Mid-Tier Banks, Credit Unions and Lenders

WEBCAST:   Posted: 11 Sep 2008 | Premiered: Available On Demand
Discover how easy it is to integrate, streamline and optimize your risk processes by participating in this exciting live broadcast.
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 by SAS Institute Inc.


Becoming Value-driven: Focusing on What Matters Most

WHITE PAPER:   Posted: 20 Aug 2008 | Published: 20 Aug 2008
This white paper provides insight into the six key areas essential for becoming a value-driven organization. Discover how to gain the visibility and control essential to meet and exceed customer needs.
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 by Telelogic, An IBM Company


Performance Attribution: A Powerful Tool for Identifying the Sources of Investment Performance

WHITE PAPER:   Posted: 07 Aug 2008 | Published: 01 Aug 2008
This whitepaper provides an overview of what performance attribution is and how it works. It also analyzes two of the most commonly used attribution models in their approach and in the results they yield.
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 by Advent Software, Inc


SEC Exam Survival Guide: Prepare in 12 Steps

WHITE PAPER:   Posted: 07 Aug 2008 | Published: 01 Aug 2008
This Securities and Exchange Commission Exam Survival Guide provides you with the actions you can take to prepare for an SEC exam so that when the call comes, there is minimal stress and disruption to your firm.
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 by Advent Software, Inc


Offshore Funds: A Pathway to Growth - A Practical Guide to Operational Imperatives for Hedge Fund Managers

WHITE PAPER:   Posted: 10 Jul 2008 | Published: 01 Jan 2007
This paper focuses on the growth of the offshore segment within the wider expansion of the hedge fund industry. It also assesses the advantages of adding an offshore capability.
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 by Advent Software, Inc


Advent Portfolio Exchange Demo

SOFTWARE DEMO:   Posted: 10 Jul 2008 | Published: 01 Jul 2008
Learn more about this integrated portfolio and client relationship management system: an end-to-end solution for accounting and reporting, client servicing and marketing.
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 by Advent Software, Inc


Best Practices in Reconciliation: A Practical Guide for Asset Managers

WHITE PAPER:   Posted: 10 Jul 2008 | Published: 01 Jul 2008
This whitepaper explains why automated reconciliation is quickly evolving into a competitive necessity. The costs associated with manual reconciliation, the benefits from automation, and the best reconciliation workflow model will all be discussed.
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 by Advent Software, Inc


The Buyside and the Three Phase Evolution of Electronic Trading White Paper

WHITE PAPER:   Posted: 02 Feb 2007 | Published: 01 Jan 2007
This paper presents the buyside with a framework that offers a vision for the trading platforms. This framework explains why the future of trading belongs to independent broker-neutral systems supplied by software firms rather than sellside brokers.
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 by Advent Software, Inc



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