Investment Industry White Papers

(View All Report Types)
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

Best Practices in Data Management
sponsored by SAS
WHITE PAPER: The key enterprise risk management (ERM) issue for many financial institutions is to get enriched data in a single place in order to report on it. Learn best practices for data management that are critical for ERM.
Posted: 06 Mar 2008 | Published: 01 Jan 2007

SAS

Credit Issuers: Stop Application Fraud At The Source With Device Reputation
sponsored by iovation, Inc.
WHITE PAPER: Read this white paper to learn about new and innovative techniques and solutions can be used to combat fraud, and how you can realize a true return on investment by reducing losses from fraud exposure and increasing operational efficiency within your fraud prevention process.
Posted: 09 Jun 2009 | Published: 09 Jun 2009

iovation, Inc.

Core System Transformation and Simplification for Banking
sponsored by IBM
WHITE PAPER: This white paper reveals five smarter banking solutions which can transform your infrastructure while reducing costs. In particular, see how smart service-oriented architecture (SOA) can provide the greater application connectivity to help financial institutions reach their goals.
Posted: 10 Aug 2011 | Published: 10 Aug 2011

IBM

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

Voltage Security, Inc.

Better Security Intelligence for the Finance Industry
sponsored by IBM
WHITE PAPER: A security intelligence platform is a key element for fighting the many threats the financial institution faces, and this white papers describes on such platform.
Posted: 19 Dec 2013 | Published: 31 Mar 2013

IBM

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

ISACA

Making Financial Services Cloud-Ready
sponsored by INetU Inc.
WHITE PAPER: This whitepaper details how the financial industry can finally take advantage of the cloud.
Posted: 31 Mar 2014 | Published: 06 Mar 2013

INetU Inc.

Paving the Way for Business Innovation with Integrated Business Communications
sponsored by IBM Software Group
WHITE PAPER: This paper provides an overview of opportunities and benefits and includes two "before and after" scenarios -- one in financial services and one in healthcare -- that demonstrate how IBM clients have benefited from integrated business communications.
Posted: 20 Jun 2007 | Published: 01 Jan 2007

IBM Software Group

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

IBM