I attended TSAM New York last month and participated in a panel discussion on the delivery of data quality and timeliness. The panel was chaired by Peter Noll from Beacon Consulting Group and my fellow panellists were: William Hickson, Research Data, Bridgewater Associates CP Singh, Assistant Vice-President, Oaktree Capital Management Ross Brightman, VP – Manager…

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Gaining new clients was indicated as the key priority in 2013 for asset management firms, with 46% of respondents flagging new client acquisition as an important factor in their 2013 plans, according to the recent MoneyMate Data Management 2013 survey. The rest of the factors had a mixed response when it came to flagging their importance:…

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According to the recent MoneyMate Data Management 2013 survey – firms are increasing their spend in data management in 2013. This shouldn’t be news to anyone – 85% of respondents in the survey said their firms plan to spend more on data management in 2013, with 12% indicating the budget will be on a par with 2012….

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As institutional investors re-evaluate their investment mandates, there has been a distinct move away from risk-adjusted performance as the be-all and end-all selection criteria. The new post-2008 normal is well and truly upon us, and the changes we see in the asset management landscape will continue at pace for some time to come. In particular,…

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I was on a panel at the recent TSAM UK 2013 conference in London – where the topic was “Good data governance – the challenges for the business“. On the panel I was joined by Phil Tattersall (Simitas), Steve Clark (KPMG) and Andrew Barnett (Friends Life Investments), our moderator was Chris Johnson of HSBC Security…

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This is the penultimate post in a series of blogs on setting up a governance program for the effective management of investment product data, in this blog I will explore the importance of technology frameworks. Investment product data quality is determined by: Completeness, Consistency, Timeliness and Accuracy – but to solve data quality  you need to consider: People, Process and Technology!…

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Setting up a program for effective management of investment product master data This is part 7 of a series of blogs on setting up a governance program for the effective management of investment product data – in this blog I will briefly consider the importance of developing a master data plan (MDP). There are lots of definitions for ‘master data…

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Setting up a governance program for effective management of investment product master data This is part 6 of a series of blogs on setting up a governance program for the effective management of investment product data – in this blog I will briefly consider the importance of process and procedure documentation. In my previous blog in this series, I highlighted…

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