White Paper Index

Fundamental Principles of Network Security

Posted: March 16, 2010

Security incidents are rising at an alarming rate every year. As the complexity of the threats increases, so do the security measures required to protect networks. Data center operators, network administrators, and other data center professionals need to comprehend the basics of security in order to safely deploy and manage networks today. This paper covers the fundamentals of secure networking systems, including firewalls, network topology and secure protocols. Best practices are also given that introduce the reader to some of the more critical aspects of securing a network.

New IRS Cost Basis Reporting Proposed Regulations: Analysis of the Details & the Impact on Brokers and Transfer Agents

Posted: March 3, 2010

Analyzing the IRS cost basis reporting regulations Critical updates for brokers & custodians on the new proposed regulations, an insightful must-read whitepaper authored by cost basis reporting law subject matter expert, Stevie D. Conlon, Tax Director & Counsel, Securities Tax Solutions – including GainsKeeper, Wolters Kluwer Financial Services. Learn more about the cost basis reporting law at www.costbasisreporting.com.

The Complexity of Cost Basis Reporting

Posted: February 4, 2010

New legislations can be complex and therefore confusing. This white paper highlights how the Emergency Economic Stabilization Act has impacted the way we have to look at cost basis reporting. We’ll take a look at BETA Systems, a back office brokerage processing system, is preparing for the issues that arise with the passing of such acts. Taking the appropriate business and technology steps now can help you greatly in the future.

Ipreo’s Global Equity Assets Report, Third Edition

Posted: February 3, 2010

Ipreo’s third quarterly issue of Global Equity Assets Report (“GEAR”) provides a macro-level analysis of the equity markets detailing the overall ownership of equities and the flow of institutional equity assets by region over the last six quarters. Global equities continued to move higher in lockstep in the third quarter of 2009, building on the positive momentum that returned in Q2 2009. Fresh 52-weeks highs were hit by markets across the globe and financials continued their stunning turnaround.

Acceleration of Trading Performance Requires Measurement

Posted: December 16, 2009

Certain segments of the industry — particularly direct market access traders, like statistical arbitrage shops, and the electronic trading departments of major brokerages — are intent on squeezing out every last bit of latency as they execute trades. In recent years, players in the automated trading industry have been investing heavily in accelerated trading infrastructure. This trend looks set to continue into 2010 and beyond. If you haven’t been jumping on this trend yourself, get jumping! Whether you’re an execution venue, connectivity service provider, market maker, liquidity provider or high frequency trading house, to ignore the fact that your competitors are all playing in the fourth dimension is tantamount to death by a thousand slow trades.