Between MiFID II in Europe and the upcoming SEC financial reporting modernization rules in the US (which includes the monthly Form N-PORT and annual Form N-CEN), most fund management firms are in the midst of a regulatory maelstrom. At the same time it never ceases to amaze me how often you meet the laissez-faire…

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I like to use the metaphor of data and oil a lot. The analogies are many – for example mechanical engines need clean oil to function efficiently, the sales engine in an asset management firm i.e. the distribution function also needs clean data to function efficiently. If you feed the distribution function with erroneous poor…

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I had the opportunity last quarter to spend a lot of time on my soapbox and listening to senior executives sharing their strategic views on success. In March at our breakfast briefing in NYC I listened to our four panellists share their views on the challenges of supporting the distribution function in asset management with…

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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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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 2nd 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) and…

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I sat on a panel at TSAM Europe last week 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 panel chair was Chris Johnson (Head of…

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I attended Osney Media’s TSAM conference last week in London – I always enjoy the event, it brings together senior level industry practitioners for thought-provoking discussion and debate. I participated in the panel discussion in the data management stream entitled “Overcoming the challenge of communication issues within data management”. My co-panellists were Shannon Walker, Business Architect –…

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