Client: Asset Managers

Replacing Your Legacy Investment Operations Software? Don’t Ignore These Three Red Flags

Have you selected a new investment operations system to replace your legacy technology and manual workarounds? Or have you decided to outsource investment operations to a service provider?
Both efforts are significant and likely the largest efforts your part of the organization has ever seen. Are you making the right decisions? Or do you need a golden opportunity to advance your business and improve the way you work? Here are three red flags you’re overlooking business transformation opportunities.

by Brian Lollar, Managing Director

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Nine Trends Defining Financial Data Management in 2023 and Beyond

While it’s impossible to know exactly what to expect for the future of the data management and governance industry, research and experience combine to yield what we believe will be the top trends over the coming years. These trends will shape the technology, operations, and performance of nearly every firm in the investment industry in some way.

by Andrew Jacob, CFA, Senior Consultant

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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

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4 Mistakes When Implementing a Data Catalog

Building and implementing a data glossary are two common goals for many investment firms in their annual strategy setting. But what happens when you rush into it without proper planning? Four common mistakes can occur which can hamper your development or make the final product irrelevant. This paper will discuss these missteps and offer prevention strategies.

by Andrew R. Jacob, CFA, Senior Consultant

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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

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Secrets to Successful Data Transformation Strategies | Meradia

Market Data Contracts – Managing the Invisible Fence

Market data is like a river that flows through an investment firm’s landscape, supplying the essential data to function and operate competitively. Exchanges and vendors that own and provide this data often charge a premium due to its exclusive nature. The way investment firms acquire this data is via market data contracts, which may carry restrictions that seem onerous. In this paper, we will discuss the nature of these restrictions and four approaches to handling them.

by Andrew R Jacob, CFA, Senior Consultant
Jose Michaelraj, CIPM, CAIA, Manager

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