Case Studies & Whitepapers
Case Studies
Up & Running: Today's Need for Business Continuity Plans
Read how one investment firm turned to Eze Castle to improve their outdated and incomplete Business Continuity Plan.
Crystal Capital Takes Off with Eze Castle Integration
Crystal Capital relied on Eze Castle for a complete host of IT services.
Small Hedge Fund Thinks Big
This New York-based fund outsourced its IT to Eze Castle, allowing them to focus on what they do best - making strategic and sound investment decisions.
A Startup & Internet Case Study
Eze Castle's project management team took the lead in getting this Connecticut fund up and running.
Case Study: Voice Solution
Eze Castle customized an Avaya Communication Manager solution for this firm, integrating more than 70 employees throughout their offices all over the world.
Whitepapers
Why Investors Want You to Invest...In a Hedge Fund CRM
This article looks at how a hedge fund can use a Customer Relationship Management (CRM) system to provide its investors with increased transparency, rich reporting and premium account management.
A Guide to Establishing a Hedge Fund
This comprehensive start-up guidebook provides hedge fund managers with information about the infrastructure and financial workings of a hedge fund and offers performance indicators to help them better understand their business decisions.
Establishing Business Continuity and Disaster Recovery Plans
Developed with Pershing Prime Services, this guidebook is aimed at helping hedge fund managers of various sizes develop an understanding of both the business continuity and disaster recovery planning processes and their underlying principles.
Whitepaper: Considerations for Launching a Hedge Fund
Launching a hedge fund is a major undertaking that requires a methodical approach and experienced partners. This paper examines the investment, legal and technology considerations that are essential to the development of a successful fund.
Strategies for Optimizing Operations and Reducing Costs
In today's economy, firms are looking to reduce expenditures while also increasing efficiencies. Close examination of various business processes can often highlight areas for improvement and cost-savings. This whitepaper identifies six such areas.
BCP: A Guide to Pandemic Response Planning
This whitepaper outlines six essential pandemic response steps that firms should undertake to ensure their businesses remain at peak performance, in the event that the H1N1 flu pandemic affects their offices.
A Guide to Data Privacy Compliance
On March 1, 2010, Massachusetts enacted one of the strictest data privacy laws to date. This paper will take a closer look at the law - MA 201 CMR 17 -and provide suggestions for firms to comply.
Strategies for Optimizing Hedge Fund Operations
As hedge funds grapple with tighter budgets, reduced staff, and proposed regulatory changes, the traditional hedge fund operating workflow is at risk. This article identifies strategies firms can employ to optimize operations and trim costs.
Disaster Recovery Strategies for Hedge Fund Managers
IT Disaster Recovery is a requirement for today's hedge fund and investment firms. This article reviews the issues and considerations firms should consider and provides recommendations for implementing a disaster recovery plan.
SAN Technology for Business Protection
This paper explores the growing adoption of storage area networks (SANs) and how SAN technology can play a key role in improving the disaster recovery capabilities of a hedge fund or investment firm.
Whitepaper: Expanding Your Hedge Fund Internationally
This whitepaper outlines the key steps a firm should take as it begins to implement an international expansion plan, including first steps, business & technology factors, prime brokers, global electronic trading trends, and commission sharing arrangements
Business Continuity Planning: A Proven Approach for Investment Firms
Business Continuity Plans (BCP) must consider a wide range of events and how those events may impact business operations. This article looks at the four steps for developing a comprehensive BCP plan for a hedge fund firm.
Differentiating Your Fund from the Competition
This whitepaper will identify various hedge fund strategies related to marketing, due diligence and technology to give funds the tools they need to differentiate themselves from the competition and stand out from the crowd.
Discovering Electronic Messaging Archiving
This article discusses why ensuring that messaging information and all other records concerning electronic activity are easily accessible is now a top priority hedge funds and investment firms.
Leveraging Virtualization Technology at Buy-Side Firms
This article looks at the growing adoption of virtualization technology and the unique role it plays in server consolidation, development & testing and system availability.
GLBA Reloaded: Investment Firms Need a Self-Defending Network
Industry expert and co-author of the Gramm-Leach Bliley Act (GLBA), Paul Reymann of the Reymann Group explores what investment firms can learn from the Federal Regulators recently released security guidance that updates the GLBA Data Protection rule.
Voice over IP (VoIP) and Investment Firms
This whitepaper looks at how investment firms are using Voice over IP (VoIP) in place of traditional telephony services and some common misconceptions about VoIP.