White Papers

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White Papers
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
Getting It Right From the Start: Best Practices in Solution Implementation
Going Independent: A Technology Survival Guide
High Frequency Trading: Useful Liquidity Tool or Weapon of Financial Mass Destruction?
Islamic Finance for Investment Managers
Managing Risk in a New World: Best Practices for Hedge Funds
Managing the Managers: Best Practices in Due Diligence
Middle East Fund Survey 2011
MiFID II: Europe Braces for a Market Overhaul
Navigating Compliance: A Reference Guide for Investment Managers
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
Practical Guide to Developing a Culture of Compliance
Research Management Solutions: Bringing the Benefits of Automation to the Front Office
RIA Best Practices for Web-Based Client Reporting
SEC Exam Survival Guide: Prepare in 12 Steps
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 New World of Risk Management: Best Practices for Family Offices
The Retail Distribution Review: Is the Wealth Management Industry Ready?
The ROI on RMS
The Top Five Corporate Actions of 2011
Three Phase Evolution of Electronic Trading
Trends in Alternative Investment Regulation - Key Issues for Swiss Managers
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
Wealth Management Trends in the Middle East