Literature Type: White Papers

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Endowments and Foundations: Adapting to a New Paradigm
White Papers
Format: pdf
Publication Date: 11/13

While there are multiple segments of the $3.5 trillion endowment and foundation market, this paper is directed to foundation and endowment organizations that provide investment advisory services. These organizations are typically exempt from registration under the Investment Adviser Act of 1940.

Getting More From Data – How Advisors Can Strengthen Their Value Propositions
Industry White Papers, White Papers
Format: pdf
Publication Date: 04/17

In a volatile climate, advisors have much to gain by harnessing data more effectively. From cost savings to improved forecasting, the benefits of data aggregation and data analysis can be considerable. Download this white paper to learn how to use data to better support your clients.

New Paradigm for Family Offices: Turning Data into Intelligence
White Papers
Format: pdf
Publication Date: 01/14

This is the second in a series of white papers discussing how the aggregation and integration of investment performance data can create a new paradigm of insight, holistic investment advice for nonregistered investment advisors.

Outsourcing: Drive Growth and Profitability, Focus on Core Competencies - Updated 2015
Industry White Papers, White Papers
Format: pdf
Publication Date: 07/15

Registered investment advisors, tasked with making money for their clients, also must be mindful of their own bottom line.1 Those who are most successful are particularly adept at marshalling their resources to concentrate on revenue-generating activities. According to a recent study, 75% of their efforts comprise managing investments, expanding existing client relationships, and garnering new opportunities. Rather than becoming entrenched in the quagmire of time-consuming administrative, compliance, training, and back-office tasks, they mobilize outsourcing services to manage them, so they can stay focused on serving clients and increasing profits.

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