All Research Sponsored By:Advent Software, Inc
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Business Intelligence Essentials for Asset and Wealth Managers
Review this essential paper to learn about the role of business intelligence and analytics reporting in the modern enterprise. Find out why streamlined BI reporting is now critical, how better BI transcends to better business decision-making, which data is most valuable to BI, and much more.
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2010 Asset Management Operations and Compensation Survey Findings
In this survey you will learn how asset management has changed over the years and the different challenges asset management professionals have been facing.
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A Best Practice Guide to Family Office Technology
Packed with practical tips and actionable guidance, this 16-page report covers all of the key technology systems that family offices need to evaluate—along with the pros and cons of each and tradeoffs to consider. It’s a must-read for any family office looking to build competitive advantage in today’s environment.
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Cost Basis Basics: Preparing for the New Reporting Requirement
January 1, 2011 may have seemed very far away when the Emergency Economic Stabilization Act was signed into law in October 2008. As the date gets closer, however, many investment managers are still looking for guidance on the bill’s cost basis reporting provision—the first phase of which kicks in on that date. Read this paper to find out more.
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Best Practices in Performance Measurement and Reporting: Understanding the Global Investment Performance Standards®
Whether you are just starting a compliance program or need to fine-tune your existing process, this document will help you understand the steps involved in becoming GIPS compliant. It is not a substitute for the Standards themselves. It is designed to help you understand the value of compliance, what’s needed to achieve it, pitfalls to avoid.
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Industry Intelligence: International Financial Reporting Standards for Hedge Funds
This paper introduces hedge funds and hedge fund service providers to IFRS.
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Hedge Funds: Why Comply? - A Practical Guide to Developing a Culture of Compliance
This white paper written by Advent Software outlines how hedge funds can create a "culture of compliance" with best practice ideas for accurate record keeping and reporting, transparency in operations and, putting the interests of investors first.
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Best Practices in Performance Measurement and Reporting: Understanding the Global Investment Performance Standards
This whitepaper, written in conjunction with Ashland Partners, explains the steps to becoming Global Investment Performance Standards compliant.