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…

Read More

I recently participated on a panel discussion at Osney Media’s Top Strat and Data Conference in Boston. I thought the topic on outsourcing was very interesting and something we come across a lot when talking to prospects so I thought I would share some of my views on the panel topics: –       Should you outsource…

Read More

In the world where asset management technology and data quality management departments intersect, a perennial question is raised vis-a-vis implementing technology frameworks that support the data quality management process, build and manage various master data systems (e.g. security master or product master) – should we partner with a technology vendor with a best of breed solution, or should we…

Read More

No matter how sophisticated the plane is, we trust the pilot to bring us safely to our destination. Don’t we? The same principle should apply to the management of your Product Master. No matter how good the technology, it is the people who will make data governance a success. When selecting a partner in data management,…

Read More