investment firms

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By: KPMG     Published Date: Oct 15, 2019
When we first launched the Women In Alternative Investments Report (WAI Report) in 2001, we were among the few voices talking about women’s advancement in alternative investments. It was a delicate conversation and one that few people were comfortable having. But now, eight years later, the conversation has shifted. The issues have moved mainstream, the dialogue has broadened, and the voices are many, but change is afoot. Investors are pressuring Alternative Investment Firms to increase gender diversity at the funds and portfolios they invest in. Read the KPMG report to understand why achieving gender diversity is a business imperative.
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     KPMG
By: KPMG     Published Date: Oct 15, 2019
The alternative investment industry is increasingly feeling the impact of digital technologies, but are hedge funds and private equity firms moving quickly enough to adapt to the digital world? Read now KPMG's report Alternative investments 3.0 and understand how the alternative investment industry can embrace disruption and accelerate digital innovation.
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     KPMG
By: CFA Institute     Published Date: Oct 07, 2019
Performance evaluation is coming of age. Once a narrow, back office role focused solely on crunching returns, it has become ever more integrated into the DNA of investment firms. Both internally and externally, performance evaluation adds value, helping senior management make key judgement calls where the difference between the right solution and the wrong solution is the difference between growth or decline. The performance analyst of the future will provide valuable input into nearly every area of an investment firm. What began as a mathematical task—calculating investment returns—is morphing into something much broader. The objective of performance evaluation today is determining what is behind the return being analyzed. What were the key drivers—allocation or selection? What risk was taken to achieve the return? Was it skill, or was it luck, that produced the return?
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     CFA Institute
By: ASG Software Solutions     Published Date: Aug 10, 2008
Over the past ten years, IT personnel costs have risen faster than hardware and software investments. IT services have not improved process-wise and still require as much manpower, if not more, to operate now as they did in the past. As firms spend 76% of their IT budget on maintenance and support, they will naturally invest in BSM solutions that will reduce costs, enable ITIL, and provide an optimal ROI.
Tags : asg, cmdb, bsm, metadata, metacmdb, lob, ecommerce, bpm
     ASG Software Solutions
By: VMware     Published Date: Sep 12, 2019
cloud is no longer an option — it’s inevitable. But cloud strategies differ extensively, based on the context of your organization and investments. drivers such as industry, risk tolerance, and preparation dictate the pace, scope, and technologies you need. However, every cloud strategy should share key activities. This report guides infrastructure and operations (i&O) pros through forrester’s cloud maturity assessment so they can gauge where their firms are on their journeys and discover which core competencies they need to strengthen or develop to enable their pragmatic cloud reality. This is an update of a previously published report; forrester reviews and revises it periodically for continued relevance and accuracy.
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     VMware
By: Intapp     Published Date: Nov 01, 2019
Chief Marketing Officers who modernize business development strategies can accelerate revenue and market share growth with both new and existing clients. This requires unifying data across the entire client lifecycle, making that data transparent, and developing insights that drive better decision making across the board. How much of an impact can this modern approach make? According to a recent study conducted by ALM Legal Intelligence and Calibrate Legal, the investment pays off with Am Law 200 firms seeing an average return of $47 million on $1 million of marketing and business development spending. Download this point of view to learn what it takes to transform today’s law firm marketing from reactive to predictive. Topics include: Winning business with data-driven insights CMOs as change agents The data divide Smart collaboration in action: Key-client planning The pivot: From reactive to predictive
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     Intapp
By: KPMG     Published Date: Jul 11, 2018
Despite multi-billions of investment, only a small number of UK firms succeed in making customer experience a source of value. How can you join them and get CX investments flowing through to your bottom line? Read this report to understand: • how CX leaders are reappraising organisational structures to get closer to the customer • what four key principles they follow to build a connected customer experience • how they are using events in customers’ lives to drive innovation and set new standards in customer experience • how the connections enabled by CX platforms work as a springboard for success.
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     KPMG
By: Smarsh     Published Date: Dec 07, 2016
To meet the requirements of FINRA & SEC, you must first understand what they require of investment firms and organizations. Better yet, you must understand what is classified as a violation of those rules, then put practices in play that mitigate the risk and position you as an active advocate for compliance— not a violator or passive enabler for non-compliant activity.
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     Smarsh
By: TIBCO Software     Published Date: Jul 22, 2019
FINANCIAL SERVICES’ HISTORY OF DISRUPTION Financial Services is an industry driven by disruption. Transformative business models such as low-cost brokerages, innovative investment products like ETFs, and the huge regulatory mandates like Gramm-Leach-Bliley are but a few examples. Here are some others: • New fintech firms such as a recent nine billion dollar investment in Ant Financial Services Group and myriad other venture capital-led fintech startups targeting well established segments across the financial services industry • Robo-advisor services powered by artificial intelligence and machine learning intermediating financial advisors and portfolio managers alike • Ever changing regulatory and risk management mandates, such as GDPR, Basel III, and Open Banking, transforming customer engagement and capital allocation Read this whitepaper to learn how you can overcome these and other disruptions.
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     TIBCO Software
By: The Starr Conspiracy     Published Date: Jun 23, 2017
2015 and 2016 were big for HCM tech startups. Hundreds of new companies were launched and hundreds of sophomore companies received new and bigger rounds of investment from angels, venture capitalists, private equity firms, rich uncles, and poor saps. It’s a bona fide gold rush.
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     The Starr Conspiracy
By: Anaplan     Published Date: Mar 12, 2019
In 1973, CNL founder James M. Seneff, Jr. took a $5,000 loan from his father and began his own business by buying real estate in downtown Orlando for less than $3 a square foot. Forty years later, his investment has grown to become CNL Financial Group, one of the nation’s leading private investment management firms. Since its inception, CNL and/or its affiliates have formed or acquired companies with more than $33 billion in assets, and invested more than $15 billion in real estate assets.”
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     Anaplan
By: TIBCO Software     Published Date: May 16, 2019
Financial Services is an industry driven by disruption. Transformative business models such as low-cost brokerages, innovative investment products like ETFs, and the huge regulatory mandates like Gramm-Leach-Bliley are but a few examples. Here are some others: • New fintech firms such as a recent nine billion dollar investment in Ant Financial Services Group and myriad other venture capital-led fintech startups targeting well established segments across the financial services industry • Robo-advisor services powered by artificial intelligence and machine learning intermediating financial advisors and portfolio managers alike • Ever changing regulatory and risk management mandates, such as GDPR, Basel III, and Open Banking, transforming customer engagement and capital allocation Read this whitepaper to learn how you can overcome these and other disruptions.
Tags : data, applications, analytics, algorithms, innovation, cloud, technology, customer
     TIBCO Software
By: Mimecast     Published Date: Apr 18, 2017
"Secure Your Move To Cloud-Based Email With A Trusted Third-Party Security Service Provider Email is an essential component of business activity and workforce enablement. As cost, scale, flexibility, and usability become more important, organizations are seeking cloud-based email systems to support their workforces. Although cloud-based email investments provide financial and operating benefits, they do raise several security challenges. This report suggests that few firms understand or prepare upfront for the security challenges prior to their migration to a cloud environment. Download the study to learn more."
Tags : forrester, cloud security, email security, cloud-based email, cloud environment
     Mimecast
By: SAP Inc.     Published Date: Jun 16, 2009
There’s an old management axiom: You can’t manage what you don’t measure. Yet many organizations do a very poor job (or no job at all) of measuring the business value of their IT investments. Four existing methodologies can be adopted as is or customized to suit specific needs. Firms should pick one, institutionalize it as part of an overall governance framework, and embed it in IT portfolio management.
Tags : sap, measurement methodologies, business value of it, financial metrics, tei, val it, enterprise applications
     SAP Inc.
By: SAP Inc.     Published Date: Jul 28, 2009
While historically consumer packaged goods (CPG) organizations have made significant investments in data collection and integration, much of the data stored in their IT infrastructures has not been analyzed or deployed to further the firms' business performance.  Those enterprises that learn to effectively harness the vast quantities of information generated by their IT systems - both within and outside the corporation - will enjoy a substantial competitive advantage.
Tags : sap, business intelligence, business processes, consumer packaged goods, integrating cross-enterprise processes, data management
     SAP Inc.
By: SAP Inc.     Published Date: Jul 28, 2009
Although many organizations have made significant investments in data collection and integration (through data warehouses and the like), it is a rare enterprise that can analyze and redeploy its accumulated data to actually drive business performance.  In the years to come, as globalization and increased reliance on the Internet further complicate, accelerate and intensify marketplace conditions, actionable business intelligence promises to deliver a formidable competitive advantage to firms that leverage its power.
Tags : sap, business intelligence, business insight, business transparency, cross-enterprise data, inter-enterprise data, data integration, enterprise applications
     SAP Inc.
By: TIBCO Software     Published Date: Nov 07, 2019
Financial Services is an industry driven by disruption. Transformative business models such as low-cost brokerages, innovative investment products like ETFs, and the huge regulatory mandates like Gramm-Leach-Bliley are but a few examples. Here are some others: • New fintech firms such as a recent nine billion dollar investment in Ant Financial Services Group and myriad other venture capital-led fintech startups targeting well established segments across the financial services industry • Robo-advisor services powered by artificial intelligence and machine learning intermediating financial advisors and portfolio managers alike • Ever changing regulatory and risk management mandates, such as GDPR, Basel III, and Open Banking, transforming customer engagement and capital allocation Read this whitepaper to learn how you can overcome these and other disruptions.
Tags : 
     TIBCO Software
By: Anaplan     Published Date: Mar 12, 2019
In 1973, CNL founder James M. Seneff, Jr. took a $5,000 loan from his father and began his own business by buying real estate in downtown Orlando for less than $3 a square foot. Forty years later, his investment has grown to become CNL Financial Group, one of the nation’s leading private investment management firms. Since its inception, CNL and/or its affiliates have formed or acquired companies with more than $33 billion in assets, and invested more than $15 billion in real estate assets.”
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     Anaplan
By: Tripwire     Published Date: Mar 31, 2008
Discover how to achieve and maintain FISMA compliance to ensure security of systems and data.
Tags : fisma, government, federal regulations, federal regulation, fisma compliant, citizen, constituent, constituency
     Tripwire
By: Brainshark     Published Date: Oct 16, 2013
Banking, insurance, securities and investment firms are challenged to keep employees, broker dealers, investors and others current in a world of constant change. Enabling video and mobile communications is the most efficient way to clearly communicate and stay ahead of competitors and changing regulations. Discover how 8 out of the top 10 US financial institutions use Brainshark communications to increase compliance, decrease risks, and lower the costs of communications.
Tags : finance, financial services, banking, investment, insurance, broker, credit union, banks
     Brainshark
By: TIBCO Software     Published Date: Jul 22, 2019
FINANCIAL SERVICES’ HISTORY OF DISRUPTION Financial Services is an industry driven by disruption. Transformative business models such as low-cost brokerages, innovative investment products like ETFs, and the huge regulatory mandates like Gramm-Leach-Bliley are but a few examples. Here are some others: • New fintech firms such as a recent nine billion dollar investment in Ant Financial Services Group and myriad other venture capital-led fintech startups targeting well established segments across the financial services industry • Robo-advisor services powered by artificial intelligence and machine learning intermediating financial advisors and portfolio managers alike • Ever changing regulatory and risk management mandates, such as GDPR, Basel III, and Open Banking, transforming customer engagement and capital allocation Read this whitepaper to learn how you can overcome these and other disruptions.
Tags : 
     TIBCO Software
By: KPMG     Published Date: Jul 10, 2018
Despite multi-billions of investment, only a small number of UK firms succeed in making customer experience a source of value. How can you join them and get CX investments flowing through to your bottom line? Read this report to understand: • how CX leaders are reappraising organisational structures to get closer to the customer • what four key principles they follow to build a connected customer experience • how they are using events in customers’ lives to drive innovation and set new standards in customer experience • how the connections enabled by CX platforms work as a springboard for success.
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     KPMG
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