Posts Tagged ‘Planning’

In a new guide, we discuss the background of the SEC’s Investment Company Reporting Modernization Rules and the potential effects on individual financial institutions. The snippet below talks about the foundational work companies should have already completed. By now, you should have a program in place that covers the following work streams: Engage Report Filing […]

In our new guide, we discuss the background of the SEC’s Investment Company Reporting Modernization Rules and the potential effects on individual financial institutions. While you can check out the full guide here, the snippet below shares some of deadlines that the new rules present. Form N-PORT If you are a larger entity with net […]

In a new guide, we discuss the background of the SEC’s Investment Company Reporting Modernization Rules and the potential effects on individual financial institutions. The snippet below shares the rules’ objectives and expectations. The SEC wants to improve: The quality of information that funds report to the Commission The Commission’s risk monitoring and oversight, examination, […]

In an effort to increase transparency, the Securities and Exchange Commission (SEC) has adopted new rules and amendments, called Investment Company Reporting Modernization Rules, which require registered investment companies to modernize their reporting and disclosures. While many investment managers have started their journey towards compliance, others have struggled. The new requirements can be daunting for […]

With the shift to the cloud, on-premises Essbase applications may be migrated to Oracle Analytics Cloud (OAC) using a simple method provided by Oracle. Essbase Life Cycle Management process is cost effective and easy to use utility for EPM Professional or Technical lead to migrate the applications to the cloud without the need of recreating […]

In this blog post, I will cover the necessary steps to create the S3 bucket storage that will transition to standard – IA (Infrequent Access) for 30 days to finally move to Glacier where the files will be archived for 61 days. Amazon Web Services’ (AWS) low-cost S3 cloud storage provides a cost-efficient solution to […]

Amazon Web Services’ (AWS) low-cost S3 cloud storage provides a cost-efficient solution to archive snapshot files extracted from Oracle Planning and Budgeting Cloud Service (PBCS). In the following paragraphs, I will use the AWS Command Line interface (CLI) to upload to the Amazon S3 bucket to archive backup files pulled down from a PBCS instance. […]

Oracle Backup Policy “Oracle Planning and Budgeting Cloud creates the snapshot by backing up artifacts of all service components and Essbase data present in your service instance during the maintenance window. Because Oracle stores only the snapshots created in the most recent maintenance window, the artifacts and data available for restoration depend on their state […]

With the recent launch of Oracle Enterprise Planning and Budgeting Cloud Service (EPBCS), Oracle adds yet another cloud-based application purposed to centralize and simplify your Planning application development and needs. EPBCS is uniquely positioned as being an out-of-the-box solution for your Financials, Workforce, Capital Expenditures, and Projects budgeting and forecasting requirements. Upon creating an Enterprise […]

Conversations with our clients have shed light on what’s taking place in their organizations and how they’re approaching their need to become more profitable. It’s evident that, for many, transformation initiatives are in development or already in place. These initiatives are not short-term plans, but rather ones that span many months or even years. Without […]

There are several analytical capabilities that Oracle Enterprise Performance Management (EPM) products, whether Hyperion on-premises or Cloud EPM, have to offer. Financial reports and ad-hoc analysis in Excel are all great. However, in general EPM reporting capabilities remain restricted to whatever data you have in EPM. Are you looking to do one or more of […]

In April of this year, the U.S. Department of Labor finalized a new rule that is meant to protect individuals from receiving retirement investment advice that, in reality, may not be in their best interest. It’s a complicated rule that addresses the conflict of interest that financial advisors frequently encounter, such as receiving commission or […]