WHITE PAPERS & RESOURCES

Every minute matters. That is our mantra at Backstop, which is why we make it our mission to simplify the complex: empowering our clients to operate efficiently, invest intelligently, and communicate effectively. To learn more, download our new Key Reports E-Book!

We started 2019 on the heels of securing a $20 million financing round and announcing our acquisition of a leading data provider for institutional investors, BarclayHedge, in late December 2018. To learn how we put that funding to use for our clients, download our new Year In Review report!

Beyond the CRM: How a Global Alternative Asset Management Firm Leverages Backstop for Enterprise-Wide Digital Transformation

Using Backstop to Manage Four Multi-Billion University Endowments and Investment Pools

Using Backstop to Manage a Hybrid Real Estate Investment Approach

Using Backstop to Track and Manage Complex Alternative Strategies

Institutional CIOs are increasingly finding themselves leaders for implementing new systems and technologies, an uncomfortable position for investment professionals without an IT or technology background. Here are 9 lessons that Chief Information Officers have for CIOs when undertaking digital transformations.

Learn about the issues that imperfect data causes, and how our panel of institutional investors addresses those issues, including their strategies for consolidating this data and using it to drive actionable insights into their portfolios.

Have you heard from software vendors that there is a particular best practice for an investment process and that's why you are having to force-fit your processes into your technology? After working with more than 800 clients in the institutional and alternative investment industry for the past 15 years, we've found that there is no such thing as a single best practice for any business process. That's why it's imperative to choose configurable software that will conform to your business processes, not the other way around.

Learn how to unlock important new insights into your performance by marrying quantitative portfolio metrics with qualitative data.

Investment offices often engage in theoretical exercises about scenarios that could hurt their portfolios. These stress tests focus on probable market scenarios, such as 10-year rates or inflation/oil spiking. But very few consider operational failures. This paper attempts to remedy this lack.

More and more institutions have taken their investment responsibilities in-house over the last several years. With insourcing, however, comes new challenges: the inefficiencies in research management, operational due diligence, and portfolio management that occur with an understaffed team. This e-book takes a look at the top time wasters institutional investment professionals face, as well as the potential technology solutions that can help overcome them.

If GDPR seems daunting, you’re not alone. Backstop Solutions has created a GDPR Survival Guide especially for the alternative investment industry. This e-book provides a step-by-step plan to managing your GDPR compliance, and provides criteria for how to select technology vendors who can partner with you to help you do so. Download our free GDPR Survival Guide now.

Successful investing depends on turning data into insights. As institutional investment professionals, you have plenty of data: it flows in from custodians, service providers, internal and external research, market news, and a hundred other disparate sources. But are you making the most of the data and using it to generate actionable portfolio insights?

There are 4 questions financial services firms should ask when making the Build vs. Buy decision. If you find yourself facing this fork in the road, there are 4 strategic questions that you would do well to ask and answer to guide your next steps. Learn what those 4 questions are, and how their answers might change your firm's software strategy, in this complimentary white paper.

Learn how Horsley Bridge, a premier fund of funds based in San Francisco, CA, is investing in Backstop's client-centric technology for superior relationship management.

Businesses of all kinds are “moving to the cloud” these days. But not all clouds are created equal - in fact, some of them are brazenly masquerading as "cloud-based" solutions when in truth, they're really "fake." Our infographic provides a framework that can help you "look under the hood" to determine if a vendor touting their cloud software is a true cloud offering, a fake, or somewhere in between.

Are you tracking performance and attribution with the rigor necessary to accurately measure success? Comprehensive and accurate analysis, measurement, and optimization of the multi-asset class portfolio demands a detailed and quantifiable approach. Our new white paper discusses the issue in depth.

Are you managing differences in valuation timing as effectively and consistently as you could be? The variations in valuation timings present an ongoing challenge. A rigorous set of standards, shared across the organization is a key to managing those variations effectively and efficiently.

The family office has evolved. Most now involve multiple entities, intricate layers, and byzantine ownership structures. This new normal requires management solutions that ensure clarity and accuracy across all stakeholders. Our recently released white paper examines the unique challenges posed by the family office today.