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Protect an Organizational Investment by Avoiding Common Mistakes During a System Conversion

…completeness of the environments. Environments that allow for sufficient unit testing through to user acceptance testing best support successful testing. Testing available recent data and data that represents all system scenarios is critical. For example, an organization may trade derivatives infrequently. It is important to ensure the test environment includes examples of these trades to ensure the functionality works properly….

Targeted Demos Benefit Both Buyers & Vendors in the Selection Process – Whether They Are Conducted In-Person or Remotely

…two days each Work with the Selection Committee to present their recommendation to the Steering Committee for approval. WHY REMOTE DEMOS ARE AS BENEFICIAL AND CAN BE BETTER THAN IN-PERSON DEMOS The above use case was completed successfully post COVID-19 lockdown. As with so many other business processes, workarounds were required, and teams rallied around the challenge. Surprisingly, it also…

Vendor Spotlight: FundGuard

…systems and processes could introduce. As stated, we are tightly focused on investment accounting, while acknowledging that we can’t fully serve clients without integration with other platforms and services. We are actively building complementary relationships and integrations with leading and emerging providers in the market. And due to our confidence in our technology, we are comfortable making commitments to our…

Driving Strategic Transformation for Wealth Management Firms: A Framework for Technology Vendor Selection

…learn more. REFERENCES [1] bfinance. (2021). (rep.). Wealth Manager Investment Survey. Retrieved January 27, 2023, from https://www.bfinance.com/insights/wealth-manager-investment-survey/. [2] Jager, T. (2022, November 28). The evolution of client experience and client communications. Meradia. Retrieved January 27, 2023, from https://meradia.com/thought-leadership/the-evolution-of-client-experience-and-client-communications/ [3] Roubini Thought Lab. (2021), (rep.). Wealth & Asset Management 2021: Preparing for Transformative Change. Retrieved January 31, 2023, from https://thoughtlabgroup.com/wp-content/uploads/2018/02/Wealth-2021-report_final.pdf [4]…

Change Management: Forgotten? Afterthought? Or Strategic Investment for Success?

…the Start: Ensure the change management team is engaged from the project’s inception to guarantee alignment and effectiveness. 6.Ground-Level Communication: Foster open communication channels with employees at all levels, engaging them in the change process from the ground floor. CHANGE MANAGEMENT IN PRACTICE: CASE STUDIES Case Study 1: Asset Manager with Over $100 Billion in Assets A major asset manager…

The Evolution of Client Experience and Client Communications

…a singular, frictionless process for communications. Every extra click or log-in process is a barrier to a positive client experience. We also need a place where portfolio managers and other internal teams can create and share on-demand content, commentaries, market research, and more. These insights inspire better relationships and valuable in-person engagements as more time is spent driving toward client…

Multi-Asset Class Investing: Part 1 – Forces Behind a Trend

…to both managers and owners. Recent research into the weights, returns, and contributions of such an index, by asset class, has made substantial progress toward this goal. As demand for MAC strategies grows, we expect to see commensurate development on the benchmark side of the attribution equation. Moreover, these DIY analytics were producing performance results that differed from the book…

4 Mistakes When Implementing a Data Catalog

…in the business’ own words is a common mistake and can ultimately translate into low usage of a data glossary. Mistake 2: Neglecting structure and metadata for consumers Simply relying on a search function, or a single hierarchy, in your data glossary is another common mistake. Look to retail websites for how they allow customers to view products in multiple…

Blinded by Pageantry: the Perils of Neglecting Performance Data Readiness

…developed a detailed PDRA methodology, comprising a comprehensive set of input data sources, attributes and fitness tests, together with recommended options and strategies for remediation of identified problems. With this tried-and-true tool, your performance transformation can hit the ground running after the selection pageant, and be confident of a successful, on-time and on-budget implementation. Next up – Prototyping for the…

Client Reporting for Wealth Managers: Taming the Challenges of Bespoke Meeting Books

…book, and each source has a different purpose. For example, performance is typically trade date positions with accrued income, and accounting may be on a cash basis. Combining data from multiple accounting sources adds even more complexity and introduces the risk of different pricing sources, valuation methods, or accounting methods. Completing the finished product typically requires manual work. The staff…

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