Investment Management White Papers

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A Best Practice Guide to Family Office Technology
sponsored by Advent Software, Inc
WHITE PAPER: 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.
Posted: 08 Nov 2010 | Published: 08 Nov 2010

Advent Software, Inc

Audit Your Demand Generation Success: Part 3
sponsored by TechTarget
WHITE PAPER: Download this demand generation guide to understand the 4 stages of demand generation and the KPIs that go with them.
Posted: 08 Feb 2021 | Published: 25 Nov 2019

TechTarget

8 Must-Have Criteria for Self-Service Analytics
sponsored by Information Builders
WHITE PAPER: This white paper gives you 8 essential criteria for implementing self-service analytics in your organization. Discover how you can empower your business end users to tap into in-depth insights, driving more informed business moves and increasing visibility into valuable datasets.
Posted: 27 Oct 2015 | Published: 27 Oct 2015

Information Builders

Credit Suisse achieves more agile business planning
sponsored by IBM
WHITE PAPER: Find out how leading global investment bank, Credit Suisse, found a way to adapt to organizational change. Consult this resource to learn how planning models can be updated to reflect organizational changes within minutes rather than days.
Posted: 09 Jul 2013 | Published: 09 Jul 2013

IBM

Business Analytics for Big Data
sponsored by IBM
WHITE PAPER: Access this resource today to learn how analytics can support the use of Big Data in business decision-making and lead to better business outcomes. Inside, find out how you can extract Big Data insights, uncover the challenges of Big Data analytics, and more.
Posted: 21 Aug 2013 | Published: 30 Jun 2013

IBM

OMERS boosts efficiency and tightens financial controls
sponsored by IBM
WHITE PAPER: Read this fascinating case study to learn how implementing expert solutions for financial reporting, planning, and forecasting greatly helped OMERS improve processes and overall efficiency.
Posted: 05 Nov 2013 | Published: 05 Nov 2013

IBM

How to make technology a catalyst for high performance finance
sponsored by Infor
WHITE PAPER: Check out this white paper to examine the forces of today that are converging to change the role of the finance and explore how technology is providing new ways to solve old problems.
Posted: 09 Jul 2013 | Published: 09 Jul 2013

Infor

Enterprise BI Platforms
sponsored by OpenText
WHITE PAPER: This resource dives into the top vendors in the BI sector, comparing them based on a wide array of criteria. Cut through the complexity and find out what providers should have your business, and save yourself a BI headache down the road.
Posted: 08 Dec 2015 | Published: 08 Dec 2015

OpenText

CFO as Catalyst for Change
sponsored by Oracle Corporation
WHITE PAPER: Read the CFO Research Report from Longitude Research commissioned by Oracle and Accenture to see how 930 CFOs from around the world are managing change and driving growth in a disruptive and unpredictable business environment.
Posted: 20 Sep 2013 | Published: 20 Sep 2013

Oracle Corporation

Expenses, VAT and HMRC Compliance in a Nutshell
sponsored by Concur Technologies
WHITE PAPER: 75% of senior finance leaders say they wish they knew more about employee expenses and VAT reclaim. If you're a member of that overwhelming population, then this e-book is for you. Download now to get a crash course on the often-misunderstood concepts of VAT, compliance, HMRC policies, and expenses.
Posted: 01 Apr 2014 | Published: 30 Nov 2013

Concur Technologies