The stewardship model for managing client-facing product data in an investment management business is a critical factor for success in your governance program. If we consider governance the ‘strategy’, then stewardship is the tactical execution of that strategy i.e. the walk to the talk! Traditionally, the mantra was to drive accountability and stewardship as close to…

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If you have been following the previous parts of this 10 part blog on a blueprint for rolling out a data governance program for investment product data, you will be aware that I have covered aspects such as Organization and Terms of Reference  – to this point just about everything I’ve talked about could apply to any data governance program…

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Setting up a governance program for effective management of investment product master data Part 2 – Terms of Reference So you have gone about the process of trawling your firm for the correct group to initiate a program of governance for your investment product data – what should the terms of reference be? The first thing you must consider is the…

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The fund distribution, sales and marketing landscape is changing rapidly, which in turn is leading to significant shifts in how asset management firms are facing their product data management challenges. Applying a formal data quality management process to investment product data was not always the highest priority in the data governance programs in place in…

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So the final question in the survey from our recent webcast was “What is your biggest challenge in getting your investment product data to market?” Respondents were given a multiple choice of answers, being; timeliness, manual process, cost, accuracy or other. The results broke down as follows Timeliness 8% Manual processes 38% Cost 15% Accuracy…

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