FREE White Papers

	Future of Operations - Changing the Nature of Work What have business leaders learned from the uncertainties of the present? by: Broadridge \| Date published : January 2021 [Download]
	Report: SS&C Intralinks Deal Flow Predictor for Q2 2020 The SS&C Intralinks Deal Flow Predictor provides a six-month forecast of global and regional mergers & acquisitions (M&A) announcements, as well as actionable market intelligence, by tracking early-stage M&A activity by: SSC \| Date published : March 2020 [Download]
	Future of Operations: Finding a Home for Fintech Could new technologies free your workforce from ‘soulless business processes’ and allow them to focus on value-added client engagement? by: Broadridge \| Date published : July 2019 [Download]
	Global Wealth 2019 Reigniting Radical Growth by: Boston Consulting Group 2 \| Date published : June 2019 [Download]
	Credit Funds - The Growth of an Asset Class Fund managers diversify their strategies to reduce risk and to deliver new and reliable sources of returns for end clients. As more institutional and alternative asset managers acknowledge the difficulties presented by today’s market conditions, such as c by: SSC \| Date published : January 2019 [Download]
	Boutique asset managers: The path to scale The asset management community is unique, comprising organizations that run diverse strategies covering multiple regions and asset classes. Each has its own bespoke structure and setup, and its own obligations and requirements. Due to their size, boutique by: SSC \| Date published : January 2019 [Download]
	FinTech in Canada The purpose of this FinTech Report is to present a vision to position Canada, and in particular Vancouver, as a global hub for FinTech by: Digital Finance Institute; McCarthy Tétrault LLP \| Date published : September 2016 [Download]
	2016 Mobile Banking Financial Institution Scorecard Mobile Becomes the Remote Control for Banking by: Javelin \| Date published : May 2016 [Download]
	Key considerations in selecting an administrator for your direct lending fund New whitepaper: Key considerations in selecting an administrator for your direct lending fund. Loans are unique: does your administrator provide a specialised and dedicated loans team? Technology matters: does your provider have the right tools? by: SS&C \| Date published : April 2016 [Download]
	Supporting Responsible Innovation in the Federal Banking System Innovation has been a hallmark of the national banking system since its founding in 1863 by President Lincoln . That innovative spirit has been especially evident i n recent decades as national banks and federal savings associations have led the way i by: OCC \| Date published : April 2016 [Download]
	DIGITAL DISRUPTION How FinTech is Forcing Banking to a Tipping Point by: Citi \| Date published : March 2016 [Download]
	The Emerging Digital Advisor According the report, The Emerging Digital Advisor, digitally enabled advisors can enhance the entire advisor-client relationship—helping the practice become more efficient and client-centric. Digitally enabled advisors had more success than their traditi by: Pershing \| Date published : March 2016 [Download]
	U.S. Wealth Report 2015 The industry’s leading benchmark for tracking high net worth individuals (HNWIs), their wealth, and wealth management trends in the United States by: Capgemini & RBC Wealth Management \| Date published : December 2015 [Download]
	Generation Next - Millennials Prime While the Boomers have accumulated wealth and currently lead consumer spending, Millennials are emerging as the new dominant source of both by: BofA Merrill Lynch \| Date published : May 2015 [Download]
	Asset Allocation & the Global Financial Crisis The Standard Case for the 50/50 Balanced Account and the Follow the Fed® Investment Strategies by: Douglas Roberts Channel Capital Research Institute, LLC \| Date published : March 2015 [Download]
	MEFA - Asset Allocation Strategies: Using Strategic Asset Allocation to Enhance Investment Returns and to Reduce Risk Major institutional investment managers, such as, hedge funds and large university endowments, have based their investment portfolios upon tactical asset allocation among multiple asset classes with low correlation with the goal of achieving superior risk by: Douglas Roberts Channel Capital Research Institute, LLC \| Date published : April 2015 [Download]
	Why Business Process Outsourcing? As a business leader, you face more challenges than ever from competitors, regulators, customers and shareholders. Your business needs to grow revenues, become more flexible in the face of competitive and market pressures and provide customers with excell by: SS&C \| Date published : March 2014 [Download]
	Paradigm Shift The Cloud’s Role in Asset Management by: SS&C \| Date published : March 2014 [Download]
	Family & Retirement: The Elephant in the Room A Merrill Lynch Retirement Study, conducted in partnership with Age Wave by: Merrill Lynch \| Date published : November 2013 [Download]
	World Ultra Wealth Report 2013 The report gives you unparalleled insight into the world’s ultra wealthy population, defined as those with net assets of US$30 million and above: by region, country, wealth tiers, gender and between old and new money. by: Wealth-X and UBS \| Date published : September 2013 [Download]
	5 Key Course Adjustments for Breaking Through The 2013 Private Equity Survey by: SS&C \| Date published : September 2013 [Download]
	Global Private Banking and Wealth Management Survey 2013 Navigating to tomorrow: serving clients and creating value by: PwC \| Date published : June 2013 [Download]
	The Retail Alternatives Phenomenon What enterprising private fund managers need to know by: SEI \| Date published : June 2013 [Download]
	Millennials and Money They are savvy, independent, skeptical and far more conservative than some might think. An exclusive, in-depth look at the new investment generation gap. by: Merrill Lynch Private Banking \| Date published : March 2013 [Download]
	Targeting the Rich: Liability Lawsuits and the Threat to Families with Emerging and Established Wealth Wealthy families increasingly worry that their wealth alone makes them a target for a high-stakes liability lawsuit in this uncertain economy, according to a survey commissioned by ACE. But many remain poorly prepared for such lawsuits in spite of their c by: ACE Group \| Date published : March 2012 [Download]
	Seeking Return in an Adverse Environment Insurance CIO Survey by: GSAM Insurance Asset Management’s Insurance \| Date published : July 2012 [Download]
	Top 50 Global Private Banks, 2005-2010 Total size of top 50 offshore client assets = $12.5 trillion by: Tax Justice Network \| Date published : July 2012 [Download]
	Portfolio & Relationship Management Software without the Technology Headaches Can you have your cake and eat it? by: Object Way \| Date published : May 2013 [Download]
	The 2011 Study of High Net Worth December 2011 : Women’s Philanthropy The 2011 Study of High Net Worth Women’s Philanthropy is the latest in a series of industry-leading reports that began in 2006. The latest report is based on nationwide surveys of wealthy donors completed in 2010 and 2011, and was again conducted in partn by: Bank of America \| Date published : 2011 [Download]
	THE GLOBAL DIAMOND INDUSTRY, Lifting the Veil of Mystery Diamonds are one of the world’s major resources—and historically one of the least understood. For many years observers and even many participants have considered the diamond industry to be complex and difficult to comprehend, even impenetrable. This repor by: Bain & Co \| Date published : 2011 [Download]
	Building Tomorrow’s Winning Asset & Wealth Management Leadership Europe in disarray… American politics gridlocked… Continued deleveraging and headcount reductions across financial services… by: Russell Reynolds Associates \| Date published : 2011 [Download]
	Best of Breed The focus for over a decade was on ‘best of breed’ analytical engines to satisfy specific requirements for asset classes, strategies and geographies. This has resulted in asset managers renting, owning or subscribing to various systems, services or calcul by: DST Global Solutions \| Date published : 2011 [Download]
	The impact of the wealth continuum on analytical platforms In DST Global Solutions’ latest White Paper, Graeme Condie, Sales Director - UK, Europe and Middle East, explores the challenges many wealth management firms are facing in view of increasingly sophisticated investors demanding ever more transparency of th by: DST Global Solutions \| Date published : 2011 [Download]
	Client Reporting Teams: The Unsung Heroes of the Investment Management World The paper demonstrates the importance of the work client reporting teams in meeting the exacting demands of clients, and showcasing the work of the business. Providing an analysis of the key elements of client reporting; experience, systems and value-adde by: 3i Infotech \| Date published : 2011 [Download]
	World Wealth Report Capgemini and Merrill Lynch Global Wealth Management are pleased to present the 2011 World Wealth Report. Our two firms have been working together for over 20 years to study key trends that affect high net worth individuals (HNWIs) around the globe. by: Capgemini and Merrill Lynch Global Wealth Management \| Date published : 2011 [Download]
	FATCA and its Impact on Wealth Management Systems As the FATCA rollout draws near, Foreign Financial Institutions worldwide are under pressure to assess and overcome the challenges posed by the new US reporting and withholding regime. by: 3i Infotech \| Date published : 2011 [Download]
	Client Reporting - Data is King 3i Infotech has used its intimate knowledge of the investment management industry to develop Reporting to Clients, a standalone reporting solution that encompasses the entire investment reporting process. by: 3i Infotech \| Date published : 2011 [Download]

2024 Free White Papers

	Future of Operations - Changing the Nature of Work What have business leaders learned from the uncertainties of the present? by: Broadridge \| Date published : January 2021 [Download]
	Report: SS&C Intralinks Deal Flow Predictor for Q2 2020 The SS&C Intralinks Deal Flow Predictor provides a six-month forecast of global and regional mergers & acquisitions (M&A) announcements, as well as actionable market intelligence, by tracking early-stage M&A activity by: SSC \| Date published : March 2020 [Download]
	Future of Operations: Finding a Home for Fintech Could new technologies free your workforce from ‘soulless business processes’ and allow them to focus on value-added client engagement? by: Broadridge \| Date published : July 2019 [Download]
	Global Wealth 2019 Reigniting Radical Growth by: Boston Consulting Group 2 \| Date published : June 2019 [Download]
	Credit Funds - The Growth of an Asset Class Fund managers diversify their strategies to reduce risk and to deliver new and reliable sources of returns for end clients. As more institutional and alternative asset managers acknowledge the difficulties presented by today’s market conditions, such as c by: SSC \| Date published : January 2019 [Download]
	Boutique asset managers: The path to scale The asset management community is unique, comprising organizations that run diverse strategies covering multiple regions and asset classes. Each has its own bespoke structure and setup, and its own obligations and requirements. Due to their size, boutique by: SSC \| Date published : January 2019 [Download]
	FinTech in Canada The purpose of this FinTech Report is to present a vision to position Canada, and in particular Vancouver, as a global hub for FinTech by: Digital Finance Institute; McCarthy Tétrault LLP \| Date published : September 2016 [Download]
	2016 Mobile Banking Financial Institution Scorecard Mobile Becomes the Remote Control for Banking by: Javelin \| Date published : May 2016 [Download]
	Key considerations in selecting an administrator for your direct lending fund New whitepaper: Key considerations in selecting an administrator for your direct lending fund. Loans are unique: does your administrator provide a specialised and dedicated loans team? Technology matters: does your provider have the right tools? by: SS&C \| Date published : April 2016 [Download]
	Supporting Responsible Innovation in the Federal Banking System Innovation has been a hallmark of the national banking system since its founding in 1863 by President Lincoln . That innovative spirit has been especially evident i n recent decades as national banks and federal savings associations have led the way i by: OCC \| Date published : April 2016 [Download]
	DIGITAL DISRUPTION How FinTech is Forcing Banking to a Tipping Point by: Citi \| Date published : March 2016 [Download]
	The Emerging Digital Advisor According the report, The Emerging Digital Advisor, digitally enabled advisors can enhance the entire advisor-client relationship—helping the practice become more efficient and client-centric. Digitally enabled advisors had more success than their traditi by: Pershing \| Date published : March 2016 [Download]
	U.S. Wealth Report 2015 The industry’s leading benchmark for tracking high net worth individuals (HNWIs), their wealth, and wealth management trends in the United States by: Capgemini & RBC Wealth Management \| Date published : December 2015 [Download]
	Generation Next - Millennials Prime While the Boomers have accumulated wealth and currently lead consumer spending, Millennials are emerging as the new dominant source of both by: BofA Merrill Lynch \| Date published : May 2015 [Download]
	Asset Allocation & the Global Financial Crisis The Standard Case for the 50/50 Balanced Account and the Follow the Fed® Investment Strategies by: Douglas Roberts Channel Capital Research Institute, LLC \| Date published : March 2015 [Download]
	MEFA - Asset Allocation Strategies: Using Strategic Asset Allocation to Enhance Investment Returns and to Reduce Risk Major institutional investment managers, such as, hedge funds and large university endowments, have based their investment portfolios upon tactical asset allocation among multiple asset classes with low correlation with the goal of achieving superior risk by: Douglas Roberts Channel Capital Research Institute, LLC \| Date published : April 2015 [Download]
	Why Business Process Outsourcing? As a business leader, you face more challenges than ever from competitors, regulators, customers and shareholders. Your business needs to grow revenues, become more flexible in the face of competitive and market pressures and provide customers with excell by: SS&C \| Date published : March 2014 [Download]
	Paradigm Shift The Cloud’s Role in Asset Management by: SS&C \| Date published : March 2014 [Download]
	Family & Retirement: The Elephant in the Room A Merrill Lynch Retirement Study, conducted in partnership with Age Wave by: Merrill Lynch \| Date published : November 2013 [Download]
	World Ultra Wealth Report 2013 The report gives you unparalleled insight into the world’s ultra wealthy population, defined as those with net assets of US$30 million and above: by region, country, wealth tiers, gender and between old and new money. by: Wealth-X and UBS \| Date published : September 2013 [Download]
	5 Key Course Adjustments for Breaking Through The 2013 Private Equity Survey by: SS&C \| Date published : September 2013 [Download]
	Global Private Banking and Wealth Management Survey 2013 Navigating to tomorrow: serving clients and creating value by: PwC \| Date published : June 2013 [Download]
	The Retail Alternatives Phenomenon What enterprising private fund managers need to know by: SEI \| Date published : June 2013 [Download]
	Millennials and Money They are savvy, independent, skeptical and far more conservative than some might think. An exclusive, in-depth look at the new investment generation gap. by: Merrill Lynch Private Banking \| Date published : March 2013 [Download]
	Targeting the Rich: Liability Lawsuits and the Threat to Families with Emerging and Established Wealth Wealthy families increasingly worry that their wealth alone makes them a target for a high-stakes liability lawsuit in this uncertain economy, according to a survey commissioned by ACE. But many remain poorly prepared for such lawsuits in spite of their c by: ACE Group \| Date published : March 2012 [Download]
	Seeking Return in an Adverse Environment Insurance CIO Survey by: GSAM Insurance Asset Management’s Insurance \| Date published : July 2012 [Download]
	Top 50 Global Private Banks, 2005-2010 Total size of top 50 offshore client assets = $12.5 trillion by: Tax Justice Network \| Date published : July 2012 [Download]
	Portfolio & Relationship Management Software without the Technology Headaches Can you have your cake and eat it? by: Object Way \| Date published : May 2013 [Download]
	The 2011 Study of High Net Worth December 2011 : Women’s Philanthropy The 2011 Study of High Net Worth Women’s Philanthropy is the latest in a series of industry-leading reports that began in 2006. The latest report is based on nationwide surveys of wealthy donors completed in 2010 and 2011, and was again conducted in partn by: Bank of America \| Date published : 2011 [Download]
	THE GLOBAL DIAMOND INDUSTRY, Lifting the Veil of Mystery Diamonds are one of the world’s major resources—and historically one of the least understood. For many years observers and even many participants have considered the diamond industry to be complex and difficult to comprehend, even impenetrable. This repor by: Bain & Co \| Date published : 2011 [Download]
	Building Tomorrow’s Winning Asset & Wealth Management Leadership Europe in disarray… American politics gridlocked… Continued deleveraging and headcount reductions across financial services… by: Russell Reynolds Associates \| Date published : 2011 [Download]
	Best of Breed The focus for over a decade was on ‘best of breed’ analytical engines to satisfy specific requirements for asset classes, strategies and geographies. This has resulted in asset managers renting, owning or subscribing to various systems, services or calcul by: DST Global Solutions \| Date published : 2011 [Download]
	The impact of the wealth continuum on analytical platforms In DST Global Solutions’ latest White Paper, Graeme Condie, Sales Director - UK, Europe and Middle East, explores the challenges many wealth management firms are facing in view of increasingly sophisticated investors demanding ever more transparency of th by: DST Global Solutions \| Date published : 2011 [Download]
	Client Reporting Teams: The Unsung Heroes of the Investment Management World The paper demonstrates the importance of the work client reporting teams in meeting the exacting demands of clients, and showcasing the work of the business. Providing an analysis of the key elements of client reporting; experience, systems and value-adde by: 3i Infotech \| Date published : 2011 [Download]
	World Wealth Report Capgemini and Merrill Lynch Global Wealth Management are pleased to present the 2011 World Wealth Report. Our two firms have been working together for over 20 years to study key trends that affect high net worth individuals (HNWIs) around the globe. by: Capgemini and Merrill Lynch Global Wealth Management \| Date published : 2011 [Download]
	FATCA and its Impact on Wealth Management Systems As the FATCA rollout draws near, Foreign Financial Institutions worldwide are under pressure to assess and overcome the challenges posed by the new US reporting and withholding regime. by: 3i Infotech \| Date published : 2011 [Download]
	Client Reporting - Data is King 3i Infotech has used its intimate knowledge of the investment management industry to develop Reporting to Clients, a standalone reporting solution that encompasses the entire investment reporting process. by: 3i Infotech \| Date published : 2011 [Download]