Publications & Research Venture consultants are focused on the latest issues facing the investment industry. Their extensive practical experience bringing solutions to our clients over the years gives them a unique perspective on today’s business and technology challenges. The following papers were authored by Venture consultants and are available to you at no cost.

"Implementing Portfolio Accounting Systems: Lessons from the Trenches"
Venture FSG shares with you some practical guidelines from collective experiences and industry experts. Those who have participated in a portfolio accounting system implementation will tell you it is a significant undertaking and one where Proper Project Planning and Lots of Experience will go a long way. For those about to embark on such an initiative, we offer you lessons learned from the trenches. - April 2004

"Knowing Your Customer and Culture: An Integrated Approach to USA PATRIOT Act Compliance"
Venture consultants Vincent Manning and Marc Spitzner and attorneys Ralph C. Martin II and Donald J. Savery of the law firm Bingham McCutchen, discuss how full compliance with the USA PATRIOT Act cannot be achieved merely through technology, but through a combination of technology and cooperation between a variety of intra-organizational business areas. Published in The Journal of Investment Compliance, Summer 2003 - July 2003

Client Advisory: USA PATRIOT Act Compliance
Review of the USA PATRIOT Act, its impact to financial institutions, and an overview of the technology solutions available that address the PATRIOT Act and anti-money laundering - April 2003

Managed Accounts Solutions: Operational Due Diligence
Checklist of the functional and operational requirements that must be assembled when deciding on an infrastructure for separately managed accounts.

"Straight Through Processing - A Reality More So Than We Think"
Published in Ink Spot News - September 11, 2000

"The Search For Portfolio Accounting Applications"
Published in Ink Spot News - October 1999

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