Thought Leaderships

Thought Leaderships

Data-Centric KPIs Enable Effective Management of Investment Performance Operations

Data-Centric KPIs Enable Effective Management of Investment Performance Operations

Consider the irony… Performance departments exert their time and energy to calculate performance results that inform consumers of the impacts of their decisions on investments. Though Performance executes complex calculations and solves firm-wide data challenges for consumers’ benefit, oftentimes they forget to measure the most important performance of all… their own. This fourth installment of the Performance is Data Series explores exactly how Investment Performance teams can embark on a key performance indicator (KPI) centered approach to measure more than just the performance of others and introspectively assess operations.

by Clay Corcimiglia

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Solving for Scale: Thought Leadership Webinar

Solving for Scale: Thought Leadership Webinar

Ready to unlock the secrets behind achieving remarkable growth while maintaining operational excellence? Join four industry experts for a deep dive into the world of investment operations to find out how asset management firms are navigating the delicate balance between expansion and profitability.

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Implementation Handbook: Capturing PoC Insights for Future Implementation

Implementation Handbook: Capturing PoC Insights for Future Implementation

In the current technology landscape, where successful digital transformation leads to more efficient operations, the choice of vendor can often be the defining factor between success and failure. “Implementation Handbook: Capturing PoC Insights for Future Implementation” emphasizes the importance of thoroughly documenting each facet of a vendor Proof of Concept (PoC) facet to assist with analyzing findings and provide a comprehensive and organization-specific guide for implementation. This guide will increase a firm’s odds of successful implementation.

by Nicol O’Connor

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Don’t Be Afraid of the Mesh

Don’t Be Afraid of the Mesh

You cannot avoid hearing the term, but what is implied by the term ‘data mesh’? It is the latest step in architecture, governance, and data management evolution. We have lived (or view the history) through the databases to data warehouses, data virtualization, and then to data lakes and now lake-houses. Companies in our industry acknowledge the shortcomings of these frameworks, including accrued technical debt, ongoing and rising costs, and sprawling data lakes, which have not delivered the promised land to analysts and operational business users.

by Andrew Jacob, CFA

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