White Papers

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White Papers
A Diamond in the Rough: Technology Savings and ROI in Volatile Markets
Algorithmic Trading and Technology: Building a Platform for Growth
Alternative Investment Fund Managers Directive
Alternative Managed Accounts: Opportunities in Fund Administration
Best Practice Guide to Family Office Technology: Building the Operational Framework to Support Your Firm’s Growth
Best Practices in Composite Management: A Guide for Firms New to Composites
Best Practices in Corporate Actions Processing: A Guide for Investment Managers
Best Practices in Performance Measurement and Reporting: A Practical Guide to Implementing GIPS Standards for Asset Managers
Best Practices in Reconciliation: A Practical Guide for Asset Managers
Best Practices in Revenue Management for Investment Firms: A Practical Guide to Improving Billing Workflow and Enhancing Client Service
Bringing Order to Chaos: Managing Investment Research in an Era of Change
Business Intelligence Essentials for Asset and Wealth Managers
Cloud Computing: What It Is, How It Works, and Why You Should Care
Compliance: The Five Red Flags
Data Conversion in a System Migration: Best Practices for Compliance and Continuity
Disaster Recovery Options for Investment Managers
Enhancing Service to High Net Worth Clients: Seven Steps to Successful Consolidated Wealth Reporting
Going Independent: A Technology Survival Guide
Hedge Funds: Why Comply? Practical Guide to Developing a Culture of Compliance
High Frequency Trading: Useful Liquidity Tool or Weapon of Financial Mass Destruction?
Islamic Finance for Investment Managers
Making Risk Less Risky: The New Focus on Risk Management and What it Means for Your Firm
Managing Risk in a New World: Best Practices for Hedge Funds
Managing the Managers: Best Practices in Due Diligence
Middle East Fund Survey 2012
MiFID II: Europe Braces for a Market Overhaul
Navigating Compliance: A Reference Guide for Investment Managers
Nordic Fund Industry Outlook 2012
Offshore Funds: A Practical Guide to Operational Imperatives for Hedge Fund Managers
Operations Outsourcing and Investment Reporting: A Guide for Investment Advisors
Outsourcing Family Office Services
Performance Attribution: A Powerful Tool for Identifying the Sources of Investment Performance
Portfolio Construction and Trading: Closing the Gap
Research Management Solutions: Purpose-Built to Improve Investment Decision Making
RIA Best Practices for Web-Based Client Reporting
SEC Exam Survival Guide: Prepare in 12 Steps
Shining a Light on Shadow Banking System
Social Media for Hedge Fund Managers
Social Media in Investment Management
Succession Planning for Advisory Firms
Ten Steps to Successfully Growing Your Wealth Management Business
The ABCs of Exchange-Traded Funds (ETFs)
The Impact of Dodd-Frank on Your Front Office: The Five Key SEC Alarms and Best Practices to Avoid Triggering Them
The Legal Entity Identifier: How the New ID System Will Help Traders and Regulators Manage Market Risk
The New World of Risk Management: Best Practices for Family Offices
The ROI on RMS
The Top Five Corporate Actions of 2011
Three Phase Evolution of Electronic Trading
Trends in Wealth Management in EMEA (Europe, the Middle East and Africa)
UCITS Come to the Fore: Opportunities and Challenges for the Funds Industry
Understanding Master Feeder Accounting
US Regulatory Reform: What it Means for Investment Management Firms
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