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Today, collaboration and knowledge sharing are more critical than ever. Recently, Meradia’s Laurie Hesketh, CIPM and Mick Cartwright, CIPM joined forces with Ian Hissey and Peter Sherriff from Charles River Development, a State Street Company, for an exclusive knowledge sharing session. Together, these experts explored the challenges and opportunities facing asset owners and investment firms
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From Data to Decisions: Leveraging Your Total Portfolio View
In recent articles, we’ve examined why delivering an effective Total Portfolio View (TPV) is difficult, the data obstacles firms face, and why an Investment Book of Record (IBOR) often plays a key component in constructing your TPV. I’d like to step back and consider the utility a TPV delivers. It is not simply the accumulation
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Automation: Taking Back Control From Excel and Email Anarchy
If your firm relies on homegrown tools like Excel and email to coordinate tasks, track status and transfer information, your business could be at risk of inefficiencies, or much worse. Here, we explore how business process automation can transform your operating model.
by Mick Cartwright, CIPM, Managing Director
Tim Jager, Senior Manager
Byron Derti, Analyst
Are You In Control of Your Market Data Costs?
Effectively managing market data costs is not always an investment manager’s first priority. Here within we examine the contributing factors, and the opportunities for material cost savings.
by Mick Cartwright, CIPM…
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Is Your Organization’s Performance at Risk from Excel Anarchy?
Spreadsheets are one of the most powerful tools used by companies today, yet one of the most dangerous in common use across organizations. This paper details the risks and ways to mitigate them.
by Mick Cartwright, CIPM, Managing Director…
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Beyond Enterprise Data Management into the Challenges of Alternatives Data Management
If you think the journey to mastering your enterprise data management (EDM) is difficult, consider the teams wrestling with alternatives data management (ADM). Increasing correlation between traditional investments (equities and fixed income) and the pursuit of Alpha has fueled the expansion into alternative investments. Beyond allocations to external managers and hedge fund managers, this segment extends to private equity, private credit, real estate, real assets, infrastructure and more. Each brings its own complexity. When you layer in fund of funds, primary and secondary investments; the customary drill through for traditional investments is just not possible.
Although alternative investment teams use dedicated vendor tools; they still rely in some way on Excel and significant manual effort to wrangle their alternatives data. ADM challenges are not just internal to the team working to meet their own analytic and reporting needs, but external as well. In an analytics-led and data-driven world, firms want to see the whole picture to understand how the full range of investments roll up. CIOs and many others need to examine exposure, risk and performance from a holistic viewpoint, rather than from individual asset class silos. This paper explores the challenges of blending EDM and ADM to drive this complete viewpoint.
by Mick Cartwright, CIPM, Managing Director
and Christine (Tina) M. Madel, CFA, Principal