Mar 26, 2019 | Blog Post, Capital Markets, Data & Analytics, Industry, Services
Asset managers make critical data-driven decisions on every business day, unlike other industries where such decisions are made relatively less frequently. In the case of asset management firms, when there is a change in the rating of a security, it has greater...
Feb 13, 2019 | Blog Post, Capital Markets, Data & Analytics, Industry, Services
Having a centralized data repository (CDR) fitted with a data quality business rules engine sets asset management firms on the path to better data management. The next step is to integrate the data between the source and target systems via the CDR. This step would...
Jan 7, 2019 | Blog Post, Capital Markets, Data & Analytics, Industry, Services
The Background It’s been almost a decade since the CFA Institute unleashed the 2010 Global Investment Performance Standards (GIPS) to homogenize the way asset management firms calculate and report performance to investors. As we head into 2019, the powers that be are...
Nov 14, 2018 | Blog Post, Capital Markets, Data & Analytics, Industry, Services
The Centralized Data Repository (CDR) setup for asset management firms acts as the foundation for the data management initiatives. This is the first step towards achieving a single source of truth and eliminating siloed operations. The next step is to ensure the...
Oct 1, 2018 | Blog Post, Capital Markets, Data & Analytics, Industry, Services
Data serves as the nerve center for asset management firms. The securities pricing data, ratings, corporate actions data, NAV etc. are mission critical for asset managers to make the right investment decisions. The compliance team, on the other hand is in need of...
Sep 21, 2018 | AI Enablement, Blog Post, Capital Markets, Industry, Services
Don’t believe the hype. Asset managers aren’t under the control of artificial intelligence (yet). But many shops currently engaged in “data science” programs are motivated by the same fear; that every other manager out there is secretly building the next-generation of...
