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Advent Software - Wealth management trends in the Middle East
For wealth management organizations in the Middle East this is a time of great change, and great opportunity. The industry enjoyed a resurgence last year, with growth in both the absolute number of local and expatriate high net worth investors, and the assets of this target client pool. Meanwhile, last year assets under management rose by 15%, taking the total managed in the region to approximately US$4tn.
Oracle: The financial services' do or die - networked consumer relevancy
The internet has changed the way consumers conduct business. Prior to making a purchase, consumers use social networking groups on the internet to obtain vendor recommendations, product reviews, and tips on good deals. They also use a variety of Web 2.0 technologies and tools — from blogs to chat rooms and social networking sites — to tell others about their experiences with companies. Such prevalent peer-to-peer consumer interaction has changed the way companies can attract new customers and retain existing ones.
Alcatel-Lucent: Competing today, building for tomorrow
Today's retail banks face an array of challenges—from streamlining internal business processes and maintaining efficient client service operations to ensuring security, privacy and regulatory compliance. Communications technologies have become essential to meeting each of these challenges directly, integrating people, processes, knowledge and networks within responsive, purpose-driven operations. The key is to implement a communications network architecture that enables agile communication among the various components of a distributed retail banking organisation.
Advent Software: Performance attribution - identifying the sources of investment performance
Performance is an investment manager's calling card, and it's often said that performance attribution has become the hottest area in performance measurement. Attribution has become a standard part of the portfolio manager's analytical tool kit, providing insights into what is working and what is not.
Advent Software: Understanding the Global Investment Performance Standards
Whether you are just starting a compliance program or need to fine-tune your existing process, this document will help you understand the steps involved in becoming Global Investment Performance Standards (GIPS) compliant. It is not a substitute for the Standards themselves. It is designed to help you understand the value of compliance, whats needed to achieve it, pitfalls to avoid, and how to have greater assurance that your performance reporting is indeed GIPS compliant.
Advent Software: Research management solutions - bringing the benefits of automation to the front office
Research management solutions (RMS) have emerged rapidly in recent years in response to the overwhelming volume of analyses, reports, statistical data, forecasts, and opinions that investment managers rely on to make decisions. Until recently, managing all this information in the front office was a lower priority for automation than back office processes. But that is changing as the research process at investment firms has changed.
Oracle: The value of cash and procurement
Payment timing can make a significant effect on cash flow. Early payments can yield the best discounts, but at the expense of drawing down funds early. Late payments can yield the best float by delaying funds withdrawal, but at the expense of lower discounts and possible penalties.
