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Wall Street & Technology
January 22, 2008
Penny Crosman |
Asset Managers Start Benchmarking IT Projects Against the Competition As the technology that asset managers use in all parts of the business matures, firms are questioning how their technology compares to that of the competition.   |
Wall Street & Technology
January 22, 2008
Melanie Rodier |
Client Reporting Is Key, But Still Lacking Resources Firms that reported the best on client reporting were those with 13-18 staff members dedicated to client reporting. |
Wall Street & Technology
January 22, 2008
Ivy Schmerken |
All Trading Desks Are Not Equal With all of the resources spent on giving traders an extra edge, asset managers are benchmarking their trading capabilities abilities to learn how they stack up against their peers. |
The Motley Fool
September 28, 2009
Dan Caplinger |
Are You Picking the Best Investments You Can? Be sure to judge your results by the right measure. |
Financial Advisor
August 2005
David J. Drucker |
The Case Against Benchmarking Do benchmarks in portfolio reports convey the wrong message? |
Financial Advisor
January 2004
Jeffrey A. Hollowniczky |
Good Portfolio Reports Are Customized For Clients While the innovations in portfolio reporting technology have provided advisors with mountains of information and increased efficiency in their back-office operations, the client's specific needs have often been forgotten in the process. |
Wall Street & Technology
January 18, 2008
Penny Crosman |
Asset Management Firms Slowly Automating Corporate Actions Asset firms are doing their best to automate corporate actions, but they're waiting for custodians to catch up. |
Wall Street & Technology
October 7, 2007
Melanie Rodier |
Milestone Unveils Flagship Funds Processing Solution in the U.S. The Flagship Funds processing solution is used primarily for cutting NAVs on mutual funds. |
Bank Systems & Technology
December 1, 2006
Peggy Bresnick Kendler |
IT Asset Management: From the Data Center to the Desktop Questions and answers about how banks track and manage IT assets, the risks for banks that don't have efficient IT asset management processes and how IT executives can develop effective IT asset management solutions. |
Financial Planning
July 1, 2011
Allan S. Roth |
The Benchmarking Game When choosing a benchmark the most appropriate choice usually isn't obvious for two reasons: It's rare that portfolios match one index substantially and they also change over time. |
The Motley Fool
June 28, 2007
Amanda B. Kish |
Are Your Funds Really Performing? It's not enough to simply pick good mutual funds and hope that your money will grow. You need constant evaluation and comparison to keep your investment program on track. |
Wall Street & Technology
January 22, 2008
Penny Crosman |
Buy Side Firms Start Taking Enterprise Architectures Live Asset management firms have begun not only building formal enterprise architectures, but benchmarking them against others' as well. |
Wall Street & Technology
February 27, 2005
Ivy Schmerken |
Custom-Built With demand for personalized advice growing, financial-services firms are overhauling their technology to mass-produce separately managed accounts (SMAs) with a high degree of customization. |
On Wall Street
July 1, 2013
Bill Willis |
Benchmarking Differs by Firm, Leaving Advisors with No Industry Comparisons Firm-wide performance benchmarking is a powerful tool, but fails to give advisors the data they want most. |
InternetNews
February 18, 2008
Judy Mottl |
Vendors Face-off on Benchmark Approach NetApp promises to keep benchmarking EMC products against its own. |
