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Most Popular Asset Management (Finance) Reports

Aperture VISTA and the CMDB: An Enterprise Best Practices Approach

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Reports on Asset Management (Finance) published by Advent Software, Inc

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Industry Intelligence: Options Alert: Are You Ready for the Change?

WHITE PAPER:   Posted: 04 Jan 2010 | Published: 03 Jan 2010
The Options Symbology Initiative (OSI) is an industry-wide overhaul of the existing five-character options symbol to a 21-character symbol. Effective February 12, 2010, all market participants and firms that trade in options must be fully converted to the new symbology. Read this paper to learn how your firm can prepare for this change.
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Best Practices in Reconciliation: A Practical Guide for Asset Managers

WHITE PAPER:   Posted: 10 Aug 2009 | Published: 01 Jul 2008
This whitepaper explains why automated reconciliation is quickly evolving into a competitive necessity. The costs associated with manual reconciliation, the benefits from automation, and the best reconciliation workflow model will all be discussed.
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Portfolio Construction and Trading: Seven Key Factors in Evaluating Order Management Systems to Close the Gap

WHITE PAPER:   Posted: 10 Aug 2009 | Published: 05 Jan 2009
This document examines the current state of Order Management Systems (OMS) portfolio management capabilities, identifies major challenges and "pain points" that firms encounter, and outlines seven system attributes needed to overcome them.
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