Downloads
 | Building to Scale The managed account industry is undergoing rapid expansion. Operational efficiency is of paramount concern. Find out how the industry can learn from the example of other segments of the financial services industry in building scalable client service. |
 | A Business Case for Automation of Managed Accounts Processing This paper by Gib Veconi, CEO of Peridrome Corporation and Gary Jones, Vice President for Industry Operations for the Money Management Institute, discusses the potential gains in efficiency that can come from integration of standardized messaging into a straight-through processing environment. The white paper makes the case that the managed account solutions industry should be able to achieve significant gains in efficiency and scalability through the adoption of communication standards and the deployment of straight-through processing technology into back office operations. |
 | Managed Accounts Executive Outlook 2009 This report analyzes results from a survey of 75 managed account executives conducted in the fourth quarter of 2008, and provides an outlook for changes in distribution, operations and technology in the industry over the next three years. The report finds that while trends in models-based distribution are likely to have a transformational effect on industry operations, key scalability barriers still remain. Recommendations to meet the coming challenges and capitalize on opportunities are provided for investment managers, sponsors and outsourcers. |
 | Leveraging Technology to Optimize Your Managed Account Workforce Breaking the scalability barrier for managed accounts participants means growing accounts faster than growing the staff that supports them. This recorded webinar describes how leading sponsors, investment management firms and service providers can move to electronic communications to improve client service, and how rules technology can help firms cope with increased operational challenges today and as business rebounds. Featured speakers include:
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 | FRC 1Q09 SMA Quarterly Update This report from financial industry research firm FRC covers SMA outsourcing, hedge funds in SMAs, and step-outs. The report cites Peridrome’s research identifying client request servicing as the least scalable aspect of the managed account business. |
 | Solutions for Investment Managers Investment management firms—from the leanest to the largest, from traditional to overlay managers—are looking for better ways to support their managed accounts operations. Find out how our solutions for investment managers can help your firm to streamline client service processing, enhance routine decision-making, and handle increased volume with fewer staff. |
 | Solutions for Broker-Dealers Brokerage firms and other distributors sponsoring traditional or models-based managed accounts programs are looking for better ways to support their operations. Find out how our solutions can help your firm scale and improve client service levels, streamline communications with managers and advisors, and reduce processing risk and cost. |
 | Solutions for Service Providers Managed accounts service providers—from operational outsourcers to turnkey asset management providers and independent broker/dealers—are looking for better ways to enhance operations on behalf of their clients. Find out how our solutions for service providers can enhance service to your clients (and to theirs), and enable your firm to manage more products and relationships more profitably. |