Beacon Publications

Opportunities in the Evolving Middle Office
Read Beacon's perspective on how the middle office has evolved into a critical component in the investment lifecycle.  Beacon examines the opportunities to improve the middle office through in-house operating model initiatives, enhanced technology applications, and outsourcing to service providers.  Beacon stresses that investment managers must understand where they are today, where they want to be in the future, and build a strategy and implementation plan around the services and technology options currently available.

Eight in '08
In “Eight for 08”, Beacon Consulting Group selected eight industry topics and trends that asset managers and asset servicing firms will be confronting in 2008. These challenges will test asset managers and asset servicing firms in meeting their goals and objectives. They also present multi-dimensional opportunities for organizations to focus on creating a new framework to mitigate risk, improve scalability, leverage technology, and meet regulatory requirements.

Processing Swaps: Controls, Challenges, and Considerations
The rise in derivatives and alternative investments has squeezed the processing and operating capacity of many service providers. Correspondingly, processing errors can create unforeseen problems and potentially jeopardize client relationships. In "Processing Swaps", published in the Journal of Investment Compliance, Beacon Consulting experts focus specifically on the equity swap investment vehicle and provide a core understanding of swap processing and compliance requirements to investment professionals.

Seven for '07
Seven for '07 examines 2007's challenges and trends prevailing across the investment management industry. Inside, Beacon reviews such topics as regulatory changes, outsourcing, industry consolidation, and recent tax and reporting mandates and identifies potential opportunities that can provide significant benefits to asset managers and service providers looking to stay one step ahead of prevailing industry trends. Click here to download your free copy of Seven for '07.

Hedge Fund Regulation: Trends in the Industry
Hedge funds and alternative investment shops have exploded in sheer numbers and assets under management over the last 5 years. In this whitepaper, Gerry Healy of Beacon Consulting teams up with Michael Lukaj, the Director of Compliance at IFS, to examine the current regulatory environment for US hedge funds and explore recent actions from government agencies and private groups. Click here to download your free copy of Hedge Fund Regulation: Current Trends in the Industry, published in the Journal of Investment Compliance.

Beacon Perspectives
The Financial Reporting Process: Getting It Right
Preparing financial reports under strict deadlines can be a stressful and time consuming series of tasks. Firms often rely on a disparate set of spreadsheets and manual workarounds which are error prone and labor intensive. In the first issue of Beacon Perspectives, Beacon's financial reporting experts highlight key factors to a successful reporting period. Click here to download your free copy of The Financial Reporting Process: Getting It Right.