White Papers

Leveraging Technology to Reduce Costs

Significant cost savings can be achieved by making the right technology choices. Investment firms that look to make changes will not only reduce costs in the short term, but also increase their operational efficiency, enhance compliance and position themselves for future growth as market conditions improve. ... more

Managing Compliance in a Changing Regulatory Environment

While market conditions are improving, greater demands for transparency have resulted in a new regulatory regime that promises to significantly impact the way investment management firms handle their daily activities.... more

Managing Performance Data

While scrutiny on performance reporting has increased based on the current regulatory environment and specific industry standards, like demonstrating GIPS compliance, the systems that calculate performance data by and large have not kept up with industry demands for more accurate and timely performance data management on an automated basis.... more