Streamlining Investment Portfolio Management and Control
Download this white paper and find out how a standardized data set and intelligent reporting can help insurance companies remove cost and complexity from managing diverse asset portfolios.
- Choose Segment:
- Banking
- |
- Insurance
- |
- Capital Markets
- |
- Trading/Exchanges
- |
Regulation/Financial Systems
(30)- Accounting (32)
- Portfolio/Investment Management (27)
- Annual Reports (1)
- Compliance (45)

BPM for Dummies
[ Source: IBM ]
August 2012-
Unleash the power of technology as a competitive advantage! Learn how your entire enterprise can become far more agile, helping you meet your goals with Business Process Management (BPM).
Download Business Process Management For Dummies, IBM Limited Edition, now and learn how BPM creates value through growth, improved performance, better productivity, higher staff effectiveness, and better customer service.
You discover why changing to BPM now makes sense for your organization, how ...
How To Build a Mission-Critical Data Center
[ Source: HP ]
May 2012-
Infrastructures must be able to quickly and cost-effectively adapt to evolving needs. Unfortunately, many companies cannot achieve this response with their current data center network architectures. The traditional three-tier model of access, aggregation, and core switching is an operational nightmare.
This white paper unveils a solution that streamlines the design of next-generation data centers to ensure the superior resiliency, performance, and agility that enterprise networks now require.
Sponsored by:<...
Avoiding the 8 Common Mistakes of Windows 7 Migration
[ Source: Dell/Microsoft ]
September 2011-
The recession put important things on hold for many organizations, like upgrading to new client systems. Now organizations such as yours are ready to upgrade and gain from better performance and efficiency by purchasing new laptops and notebooks with Windows 7 factory-installed.
Before you move dozens - or hundreds - of important business applications into a new environment, find out how other organizations tackled this challenge.
Download "Avoiding the 8 common mistakes of ...
Accountable Care and the Cloud: The Future of Medical IT
[ Source: Siemens ]
July 2011-
In this podcast, Dan Emig and David M. Hamilton of Siemens Medical explain how the cloud can help healthcare providers significantly improve business performance by shifting allocation of their limited budget and human resources away from lower-value back-office operations in favor of higher-value clinical and patient-facing services.
The cloud does this by 1) allowing healthcare IT organizations to leverage the economies of scale offered by shared, on-demand infrastructure and 2) providing turnkey access to state-of-the-art ...
Advanced Malware Exposed
[ Source: FireEye ]
May 2011-
This handbook shines a light on the dark corners of advanced malware, both to educate as well as to spark renewed efforts against these stealthy and persistent threats. By understanding the tools being used by criminals, we can better defend our nations, our critical infrastructures and our citizens. The "Operation Aurora" incident represents an example of how the threats have escalated, revealing how advanced malware is being used in a systematic, coordinated fashion to achieve ...
Creating a Timeline for Deploying Windows 7 and Eliminating Windows XP
[ Source: Dell/Microsoft ]
February 2012-
Windows XP support ends April 8, 2014. Therefore, organizations must decide when to begin their migration to Windows 7, set a target date to have Windows XP out and define the scope of the project.
This research paper reviews Gartner's key findings and recommendations for deploying Windows 7.
CISO Guide to Next Generation Threats
[ Source: FireEye ]
May 2011-
Over 95% of businesses unknowingly host compromised endpoints, despite their use of firewalls, intrusion prevention systems (IPS), antivirus and web gateways. This situation-the new status quo-results from criminals leveraging multiple zero-day vulnerabilities, commercial-quality toolkits and social media to perpetrate next-generation threats. These threats move "low and slow" and use several stages and channels to duck traditional defenses and find vulnerable systems and sensitive data.
Read this paper and learn how to regain the upper ...
8 Things That Could Affect Your Business IT Security In The Next Two Hours
[ Source: NETGEAR ]
August 2011-
Discover the secrets over-priced security consultants don't want you to know. Network security is not just about preventing a breach, it's about making every working day as productive as possible by preventing external threats.
Where should you start? Download this security brief and NETGEAR will show you the 8 things to do to improve your security posture right now.
Gartner Magic Quadrant for Enterprise LAN
[ Source: HP ]
May 2011-
Major LAN purchases and upgrades should not take place without a full competitive review. This Gartner Magic Quadrant reviews the strengths and weaknesses of the major players; including, Alcatel-Lucent, Avaya, Cisco, Extreme Networks, HP and Juniper Networks.
HIPAA 5010 and ICD-10: The Road to Compliance
[ Source: Patni Computer Systems Limited ]
September 2009-
Healthcare payers and providers are facing two major compliance initiatives over the next couple of years: conversion from the HIPAA 4010 electronic transaction set to the 5010 set and conversion from ICD-9 codesets to ICD-10. These initiatives will impact nearly every core process, system and interface across the industry, and industry costs are expected to be in the billions of dollars. Although compared by pundits with the Y2K initiative, the twin HIPAA 5010 and ICD-10 conversion initiatives ...
Meeting the Solvency II Operational Risk Challenge
[ Source: i-flex Solutions ]
April 2008-
Solvency II is the next big thing in the insurance industry. The
European Commission’s Solvency II (SII)
project will replace its current Solvency
I rules for insurers. The new regime’s
three-pillared approach aims to align
capital adequacy requirements with
the true risks of insurance companies.
It promotes a risk-based economic
framework, which induces insurers to
measure and monitor their risks and
have risk-based capital requirements.
While much of SII’s focus has been ...
Identify your most Profitable Customers with an Integrated Financial System - A UBM Whitepaper for Insurers
[ Source: Lawson Software ]
September 2009-
Identify your most profitable customers and areas of growth today. Find out how!
Competitive financial services firms and insurers are creating competitive advantage by accessing data in real time - rather than waiting until the end of the month or quarter - to enable them to make strategic decisions earlier and not miss out on lucrative opportunities.
Download this whitepaper to see how an integrated financial system draws upon real-time business ...
The Best-of-Class Strategy Makes a Return in the Cloud Era
[ Source: UNIT4 CODA, Inc. ]
November 2012-
This report takes a look at UNIT4 and how the company's financial solution Coda Financials enables the financial executive to have a no-compromise approach to financial modeling and applications choice i.e. adding, keeping or changing business applications without losing control or increasing the risk of non-compliancy.
The Best-of-Class Financial Systems Strategy: An Alternative to ERP Platforms
[ Source: UNIT4 CODA, Inc. ]
November 2012-
This white paper features insight from the UNIT4 group (which includes the CODA Financials software suite) about the issues facing companies that need an adaptable financial system but not necessarily a full-blown enterprise resource planning (ERP) solution.
Also featured in this white paper: TEC's suggestions for identifying financial system functionality that will support your organization's changing processes. The latter portion of this white paper includes a descriptive checklist for soliciting such information about ...
Risky Business for Insurers Managing Portfolio Risk for an Enterprise Risk Management Strategy
[ Source: Clearwater Analytics ]
September 2011-
Investment professionals tasked with managing an increasingly important investment portfolio must protect the company from financial risk, a key component of an Enterprise Risk Management (ERM) strategy. Doing so has become more difficult, especially during periods of market instability. Chief Investment Officers (CIOs) need to know risk exposure immediately, not only at month- or quarter-end.
Join Jim Krygier, Chief Investment Officer at The Warranty Group, Deb Smallwood, Founder of Strategy Meets Action, and ...
Integration is the New Innovation - The Evolution of Investment Reporting
[ Source: Clearwater Analytics ]
September 2011-
The Evolution of Investment Reporting for Insurers
For decades, insurance companies have struggled with legacy software systems and cumbersome manual processes in order to create a comprehensive picture of their investment portfolios. These efforts frequently fall short with regard to accuracy, timeliness and actionable information. In April 2009, The Economist Intelligence Unit (EIU) gave further credence to these insurance company struggles by quantifying the decades-long challenge in a research report titled "Strengthening Governance, Risk, ...
Risky Business: How The Warranty Group Manages Risk to Maximize Return on their Investment Portfolio
[ Source: Clearwater Analytics ]
September 2011-
The Warranty Group sought out a single, automated and integrated platform that provided specific, comprehensive coverage of global assets across numerous portfolios at individual portfolio, composite and aggregate levels. It also needed to provide finance and accounting teams, treasurers, the chief investment officer, the CFO, and the Board of Directors with the ability to drill-down to individual securities. Such a system would allow The Warranty Group to segment different geographical regions into individual portfolio accounts, ...
Case Study: Group Health Cooperative
[ Source: Clearwater Analytics ]
September 2011-
Since adopting the Clearwater system, Group Health Cooperative has been able to engage in very frank and informed discussions with its external asset managers. Determining impairments in the wake of the 2008 financial crisis was extremely difficult, based on the data they received from asset managers who were heavily allocated in security types that were ultimately impaired.
"Clearwater is not just a treasury solution or an accounting solution, but a complete finance solution. Thankfully, ...
Implementing a Superior Strategy for Insurance Investment Reporting
[ Source: Clearwater Analytics ]
September 2011-
Insurers using an Integrated by Design investment portfolio reporting system delivered as an outsourced Software-as-a-Service (SaaS) solution realize advantages unmatched by disparate, on-premise systems reliant on middleware and manual processes. This demand for timely, accurate, actionable portfolio information delivered in an easy-to-consume manner has exposed the shortcomings of installed, legacy systems and the manual processes that accompany them. Turmoil in the financial markets in the wake of the sub-prime mortgage crisis has intensified the need ...
Establishing Investment Accounting and Reporting Best Practices
[ Source: Clearwater Analytics ]
September 2011-
The complexity and uncertainty of today's financial markets have put tremendous pressure on the teams responsible for managing investment portfolios and the functions associated with them. At the same time, Boards must be briefed and they expect all portfolio data to be accurate - at their convenience. With growing investment balances across the industry, it's imperative that the relevant stakeholders have access to automated, consolidated investment information that is actionable and timely.
"The ...
Insurance: Converging Customers, Cost Management and Compliance
[ Source: Kofax ]
February 2011-
As challenges always provide chances, the future looks good for the insurance industry as a whole. Companies that understand the new market dynamics and take a holistic approach to cost management, operational efficiency, customer value and risk management will come out as clear winners, driving income, profit and business growth. Globalization and today’s technologies are working in favor of those organizations.
Medicare Secondary Payer Reporting Requirements: The Critical Role of Automated Controls and Continuous Monitoring
[ Source: Infogix ]
October 2010-
Important Points:
• Medicare Secondary Payer Act mandates insurance organizations to submit a report when a Medicare eligible beneficiary’s claim is fully or partially resolved during the applicable reporting period.
• Lack of reporting compliance may result in fines as high as $1,000 per day for each individual for whom information should have been reported.
• Insurance organizations continue to experience challenges to ensure the accuracy and completeness of reports due to the presence of multiple claims systems ...
View All Categories
INSURANCE: Architecture/Infrastructure, Claims, Customer Insight/Business Intelligence, Distribution, Management Strategies, Policy Administration & Management, Regulation/Financial Systems, Security/Risk Management
BANKING: Architecture/Infrastructure, Channels, Core Systems, Customer Insight/Business Intelligence, Payments & Cards, Regulation/Compliance, Risk Management/Security
ADVANCED TRADING: ATS/ECN/Dark Pool, Algorithmic Trading, Block Trading, Cross Asset Trading, Data Latency, Derivatives, Market Data, OMS/EMS, Trading Infrastructure/Technology, Trading Regulations/Compliance, Trading/Exchanges, Transaction Cost Analysis (TCA)
CAPITAL MARKETS: Asset Management, Compliance, Data Latency, Data Management, Data Security, IT Infrastructure, Operations, Risk Management, Wealth Management

