It’s time to consider a framework where firms start small, explain results, and scale gradually.
FinTech Ops
A.I. Adoption in Client Reporting & Performance Measurement: Strategy, Training & Investment Challenges
Vinod Jain, a strategic advisor for Datos Insights, explores the strategy, training, and investment challenges of A.I. for performance and client teams.
Automation
Are Manual Recs Making You a Dinosaur in the Digital Age?
The demands of next generation crypto accounting can’t be met with twine, Excel, and duct tape.
FinTech Ops
Asset Managers Can Get to ‘Total Portfolio Management’
Asset Managers have long wanted a holistic, real-time view of all assets, public and private, at their fingertips. However, it’s all too common to think of data as a cost. We see it entirely differently: you need the right data, to have the right conversations.
FinTech Ops
FX Settlement and T+1: Are You Ready?
In May 2024, securities settlement in the United States, Canada, and Mexico will move from two days to one (T+2 to T+1). While the move will, in theory, reduce counterparty and market risk and lower margin requirements, it will have a significant knock-on effect on the global foreign exchange markets (FX). Jason Vitale, global head
Automation
T+1: What Now?
T+1 has clearly arrived in the West, although the views on how this has impacted day-to-day processing will extend globally.
Whether industry firms have taken a tactical or strategic technological approach to covering this market change, the role of technology and the importance of having a highly modernized solution have never been greater.
So, how is technology playing a role – and what are the most important areas that we have seen come through in the transition to T+1 for market participants.
Back-Office
Natural Language Generation: Sailing Through Your Data Lakes
While most might not admit it, many wealth managers are drowning in their data lakes. Whether structured or unstructured data, performance, or regulatory information, corporate or client documents, it is easy for firms with a large number of accounts to feel like they can’t get their head above water to make the best decisions for
KYC
Outsourcing Client Reporting: What Are the Options?
What is client reporting? Client reporting coupled with face-to-face client meetings have been the signature of successful client-manager relationships. With face-to-face meetings, figures can be articulated with sufficient context to bring understanding; shifting objectives can be more clearly explained, and the partnership is strengthened on both a social and professional front. These dialogues are key.
KYC
Data Governance to the Rescue?
Introduction: Is data governance the silver bullet for all your data issues? Has the marriage of performance departments and the data office been a successful one? In this blog, we’ll explore the significance of data governance and its impact on addressing data challenges in the performance measurement and client reporting industry. Understanding Data Governance: Data
KYC
Calculating Value Add at Scale for Tax-Managed Accounts
In this post, we will explain what tax-managed separately managed accounts (SMAs) are, clarify terms relative to performance measurement for tax-managed SMAs, and the challenges faced by performance professionals in measuring and attributing performance. After-Tax Returns Investors who care about maximizing after-tax returns may sometimes consider using tax-managed SMAs as part of their portfolio strategy.
