We had our very first user conference for our core data management product recently. The conference took place in Dublin and we had visitors from Europe, and US, representing a broad diversity of the user base  in terms of operation role and focus. We had data management directors, heads of  performance,  as well as client…

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The market is awash with much deserved discussion about IBOR. There is not an asset manager data management professional worth their salt that has not at least read a whitepaper on the subject, and many are actively engaged in an IBOR project, or at the very least assessing its relevance to their organization. In fact…

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Successful distribution strategies for asset management in 2015 will all have one common thread – the firms approach to regulation and their strategy for ensuring regulation does not become an inhibitor in the strive to win new assets. Regulation is often a boulder in the path of many firms as they broaden their distribution reach…

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While the asset management industry has generally woken up and realized just how important the folks in distribution are when it comes to overall business success – just witness the rise of the ‘COO Distribution’ role – the distribution function is in many cases crippled by tactical decision making when it comes to data. Sure…

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I read an article not too long ago on FT Ignites on how the SEC will scrutinize omnibus account oversight (original article is here) which was a discussion between Dan Butcher of Ignites and Todd Cipperman of Cipperman Compliance Services. The article attributes a quote to Todd where he referred to “marketing materials as the…

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The final part in this series of blogs that review a  panel discussion from  TSAM in March, where the discussion was centred on the theme of ‘Managed Data Services’ – on the panel I was joined by Richard Burtsal (Director Business Development, BFSI – Tech Mahindra) and Simon Bennett (IT Manager, Data – Schroders) and the…

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The 6th question in a series of blogs that review a panel discussion in TSAM Europe in March,  where the discussion was centred on the theme of ‘Managed Data Services’, on the panel I was joined by Richard Burtsal (Director Business Development, BFSI – Tech Mahindra) and Simon Bennett (IT Manager, Data – Schroders) and…

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This is the 5th of a series of blogs that review a recent panel discussion in TSAM Europe where the discussion was centred on the theme of ‘Managed Data Services’ – on the panel I was joined by Richard Burtsal (Director Business Development, BFSI – Tech Mahindra) and Simon Bennett (IT Manager, Data – Schroders)…

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This is the 4th part of a series of blogs that review a recent panel discussion at TSAM Europe where the discussion was centred on the theme of ‘Managed Data Services’, on the panel I was joined by Richard Burtsal (Director Business Development, BFSI – Tech Mahindra) and Simon Bennett (IT Manager, Data – Schroders)…

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This is the 3rd part in a series of blogs that review a recent panel discussion at TSAM Europe where the discussion was centred on the theme of ‘Managed Data Services’, on the panel I was joined by Richard Burtsal (Director Business Development, BFSI – Tech Mahindra) and Simon Bennett (IT Manager, Data – Schroders)…

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