Investment Management Industry White Papers

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Investment Management Industry White Papers (View All Report Types)

CRM Solutions For The Finance And Insurance Industries sponsored by SAP America, Inc. WHITE PAPER: Read this report to learn how Forrester Research rated 24 CRM solutions in terms of their strengths and weaknesses in supporting four key cross-functional processes in the finance and insurance industry. Posted: 28 Mar 2012 \| Published: 14 Feb 2011 TOPICS: Business Process Management \| CRM \| CRM Best Practices \| CRM Software \| Financial Services Industry \| Insurance Industry \| Mobile CRM \| Software as a Service

Leveraging XBRL for Value in Organizations sponsored by ISACA WHITE PAPER: This white paper was developed jointly by ISACA and IFAC, providing guidance on how to leverage value from XBRL initiatives and compliance requirements, with examples and case studies included. Posted: 18 Aug 2011 \| Published: 18 Aug 2011 TOPICS: Data Management \| Data Security \| Financial Reporting \| Financial Services Industry \| Regulatory Compliance \| XBRL

How Financial Firms Can Improve Business Integration Capabilities and Increase Straight-Through Processing Efficiency sponsored by Sterling Commerce, An IBM Company WHITE PAPER: This white paper discusses the increased demand placed on financial services organizations to improve their straight-through processing (STP) levels across all business units. Posted: 11 Sep 2009 \| Published: 01 Sep 2009 TOPICS: Business Management \| Business Process Management \| Business Service Management \| Business Service Management Software \| Financial Services \| Financial Services Industry \| SOA \| SOA Governance

Get Global. Get Specialized. Or Get Out. sponsored by IBM Line of Business WHITE PAPER: This paper from IBM explores strategies that can help you capitalize on the opportunities globalization will bring about. Posted: 17 Jun 2008 \| Published: 17 Jun 2008 TOPICS: Financial Services Industry \| Globalization

Distributed Capture Platforms: Reducing Costs, Removing Bottlenecks and Mitigating Risks sponsored by EMC Corporation WHITE PAPER: Remote workforces are a growing trend that has documentation implications on your business processes. This paper explores that, placing special emphasis on a distributed capture strategy for resolving remote workforce-related issues. Posted: 21 Aug 2008 \| Published: 15 Aug 2008 TOPICS: Business Processes \| Document Management \| Document Management Software \| Financial Services Industry \| Health Care Industry \| Multifunction Peripheral Hardware \| Remote Access Software \| Remote Network Management \| Remote Offices \| Remote Users \| Risk Assessment \| Risk Management \| Virtual Offices

Personally Identifiable Information (PII) and Personal Health Information (PHI) sponsored by Voltage Security, Inc. WHITE PAPER: This white paper features an encrypted email solution that eliminates the need for paper-driven information sharing processes, and ensures secure, compliant transfers. Posted: 16 Jun 2014 \| Published: 16 Jun 2014 TOPICS: Compliance (Systems Operations) \| Data Security \| Email \| Email Encryption \| Email Security \| Email Security Policies \| Encryption Standards \| Financial Services \| Financial Services Industry \| Health Care Industry \| Health Care Security \| HIPAA \| Risk Management \| Security \| Security Architectures \| Security Infrastructure \| Security Management \| Security Managers \| Security Policies \| Security Threats

Managing the Transition to International Financial Reporting Standards (IFRS) sponsored by Oracle Corporation WHITE PAPER: The white paper discusses what US organizations can do to prepare for International Financial Reporting Standards (IFRS), and focuses on what Oracle's Enterprise Performance Management solutions can do to help with top-end reporting. Posted: 29 Jul 2009 \| Published: 29 Jul 2009 TOPICS: Business Performance Management \| Consultants \| Consulting Services Industry \| Financial Reporting \| Financial Services Industry \| Governance, Risk, Compliance (GRC) \| Information Management \| Risk Management \| Securities and Exchange Commission

Dark Pools of Liquidity: Understanding & Technology dependencies for the future sponsored by Wipro WHITE PAPER: This white paper provides insight into the dark pools of liquidity, discusses the mechanism of dark pools trading, advantages and how technology would impact the operations or provide benefits in trading over this medium. Posted: 13 May 2009 \| Published: 12 May 2009 TOPICS: Application Development \| CRM \| Data Center Management \| Financial Services Industry \| Identity Management \| Open Source \| Server Consolidation \| Server Virtualization \| SOA \| Storage Management \| VMware \| VoIP

Smarter Lending: Returns come quickly when you increase agility, make better decisions and delight customers sponsored by IBM WHITE PAPER: This white paper explores the challenges modern financial institutions face when seeking to implement a smart lending strategy. Inside, learn about the unique methods and approaches available to help overcome these hurdles. Posted: 10 Aug 2011 \| Published: 10 Aug 2011 TOPICS: Business Intelligence \| Competition \| Data Analytics \| Decision Support Systems \| Financial Applications Software \| Financial Service Providers \| Financial Services Industry \| Financial Systems

Best Practices in Creating a Strategic Finance Function sponsored by SAP America, Inc. WHITE PAPER: the following article will share the results of SAP research as well as APQC's Open Standards Benchmarking Collaborative (OSBC) research. The OSBC research is the first global set of common standards for business processes and data, giving organizations an independent, authoritative resource for evaluating and improving business practices. Posted: 26 Jan 2009 \| Published: 23 Jan 2009 TOPICS: Accounting \| Benchmark Testing \| Best Practices \| Business Processes \| Financial Services Industry \| Fixed Assets \| Performance Testing \| Regulatory Compliance \| Risk Management \| SAP (Product)