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Investment Data professionals joined Meradia’s Brian Buzzelli, Mick Cartwright, and Ben Smith in Chicago at the 2024 Investment Data and Analytics Symposium. KEYNOTE SESSION BREAKDOWN Meradia Director, Head of Data Practice Brian Buzzelli, had the honor of introducing a distinguished panel of Chief Data Officers. These industry leaders, Elizabeth Pritchard (Liberty Mutual Investments), Anand Sahasram (Dodge &
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Attribution for Asset Owners
While much has been written about attribution in the context of individual asset classes, the asset owner confronts a much more complex scenario. In the interest of maximizing return/risk payoff (often subject to external mandates, liability streams, and risk constraints), asset owners frequently diversify their total fund amongst multiple asset classes: equity, fixed income, hedged
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A Business Case for Fractional Performance Oversight
The mix of skills required to oversee investment performance includes regulatory compliance, complex mathematical models coupled with data management, and a variety of technologies. Fractional Performance Oversight is the concept of key elements of oversight and leadership being supported by partial allocated resources or fractional outsourcing. In what situations does Fractional Performance Oversight make sense? Jonathan Boersma and Alicia Spencer consider some scenarios which may warrant a different paradigm.
by Jonathan A. Boersma, CFA, Practice Lead, GIPS and Performance Regulation
Alicia Spencer, CIPM, Senior Manager
Top 3 Reasons Why Asset Owners Should Claim GIPS® Compliance
Compliance with the GIPS standards is widely adopted within the institutional asset management industry as it is considered the industry’s best practice for calculating and reporting investment performance. Asset owners’ need for reliable and transparent investment performance when evaluating and hiring outsourced investment managers is a major reason for the rise in the Standards’ popularity. In recent years, the industry has seen a trend in asset owners’ turning their attention to their own investment performance reporting and adopting the GIPS standards. This movement has now gained momentum with CFA Institute’s release of guidance specific to asset owners to make adoption of the standards easier. Aside from better-fit guidance allowing for easier implementation, why are asset owners interested in claiming compliance with the GIPS standards?
by Alicia Spencer, CIPM, Senior Manager
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The Evolution of Client Experience and Client Communications
As private and institutional clients continue to demand greater technology, service, and ease of access, investment managers are under pressure to advance all aspects of the client journey. We tend to think of the client experience as business-to-customer interactions, yet the reality is there are aspects of your business the customer never “sees” but senses. This often stems from internal operating models and projects to deliverables such as account reporting and ongoing information availability.
For added perspective on how technology is adapting to fit a myriad of client needs, we spoke with Andrew Maynard of SimCorp, an independent provider of industry-leading, integrated investment management solutions.
by Tim Jager, Senior Manager
Andrew Maynard, Product Expert, Client Communications, SimCorp North America
Proving Your Data Is Ready: A Framework for Prototyping Performance Measurement
Building off of his previous article, Mark David discusses how a performance prototype takes a step beyond a performance data readiness assessment (PDRA) to identify undetected issues.
by Mark David, Senior Manager
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Four Signs Your Firm Is Ready for a Consolidated Front-To-Back Solution
Front-to-back office solutions are on the rise. Are they right for your firm?
by John Leavy, Senior Manager
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How Fund Operators Can Leverage “Dirty” Data To Enhance Business Intelligence
Dirty data – it sounds bad – something your mother warned you about: “you better not come home with that dirty data all over you!” What is this thing we call dirty data – and just because it is “dirty”, does it not hold value? Let’s explore how the desire for perfect data is the enemy of efficient business models.
by Tim Jager, Senior Manager
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Why It Pays To Analyze Data on Day One of a Business Transformation
When conducting a system-wide transformation, there are certain details that tend to be neglected. While some missing pieces can be less harmful than others, there is one that can derail your plans completely: Data.
Elizabeth M. Colebrooke, Senior Manager…
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Blinded by Pageantry: the Perils of Neglecting Performance Data Readiness
Once the decision to replace an investment performance system has been made, most firms kick off the effort by mobilizing a formidable complement of resources, all charged with a single objective: selecting the vendor(s) who will make it so. Sponsors, steering committees, stakeholders, managers, experts and analysts are convened. RFPs listing thousands of criteria, elaborate scoring schemes, long lists and short lists are constructed. Initial and targeted demos, proof-of-concept, final selection, management approvals and contract negotiations are conducted. Boxes are ticked. This elaborate pageant commands vast amounts of both internal resources and calendar time — once the winner has finally been announced, a festive celebration is held, and backs are patted all around.
by Mark R. David, CFA…
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