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Data & Analytics Insights for Investment Management Firms

 

Our exclusive research and best practices on how top-ranking investment firms are transforming their data into actionable insights to maximize alpha and minimize risk.

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Category Results for "Data Analytics"
ESG Data Challenges & How Investment Firms Should Solve Them

ESG Data Challenges & How Investment Firms Should Solve Them

Only a few years back, "sustainable” or “green” initiatives were assumed to be a prerogative of the manufacturing industry. Now, even investment firms have come under the scanner. While the financial sector may not directly contribute to the carbon footprint, it does have a role in financing companies across multiple industries. In addition, firms are no longer scrutinized based on their environmental impact. Instead, investment firms must...

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The Top 5 Reasons Why Top-Tier Investment Managers Are Using Interactive Dashboards to Leverage Microsoft Excel

The Top 5 Reasons Why Top-Tier Investment Managers Are Using Interactive Dashboards to Leverage Microsoft Excel

The way investment managers consume data has changed drastically in the past few years. There has been an exponential growth1 in the acceptance of technology by financial firms. One of the biggest changes for these firms is the visualization of data and its utility to end users like investment managers. The article will discuss why interactive dashboards using Power BI are gaining popularity within top-tier investment firms. #1 Better...

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Should Investment Firms Separate Analytics & Reporting?

Should Investment Firms Separate Analytics & Reporting?

To answer the question, we need to differentiate between the two functions. Reporting involves organizing data into meaningful information to understand how a particular fund or segment performs. Analytics uses these reports, and the underlying data, to draw meaningful insights from past performance and to potentially identify future opportunities. As a result, one would be inclined to have separate analytics and reporting functions within an...

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How Successful Investment Management Firms Efficiently Deal with Bad Data

How Successful Investment Management Firms Efficiently Deal with Bad Data

The search for alpha has pushed investment management firms into a domain where data reigns supreme. This has made the need for accurate, valid, consistent, relevant, and reliable data (“good data”) more important than ever.   Most successful investment management firms realize that high-quality data plays an integral part in fund management, especially when it comes to minimizing operational risk and maximizing alpha.   Data informs...

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5 Main Reasons Top-Ranking Investment Management Firms Centralized Their Data

5 Main Reasons Top-Ranking Investment Management Firms Centralized Their Data

One way to quickly measure the operational efficiency of an investment management firm is to see how tightly coupled the decision-making process of an investment manager is with a vast amount of data available to the investment management firm. Most investment management firms have access to multiple sources of data, but a lot of that data is not utilized to its full potential, because it is not available during the decision-making process. In...

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Why Leading Investment Management Firms Store Critical Data Outside of MS Excel Workbooks

Why Leading Investment Management Firms Store Critical Data Outside of MS Excel Workbooks

Here's a typical Investment Management Firm Scenario - Operations team wasting valuable time and resources to recreate accidentally deleted Microsoft Excel workbooks or cleaning up data in inconsistent formats   Does this scenario sound familiar? After the close of the trading day, your operations team has been working to reconcile cash and positions with the fund administrator and provide the investment team with the most accurate picture...

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How to Mitigate Frustrations Around Linking Multiple MS Excel Workbooks With Inconsistent Data Formats

How to Mitigate Frustrations Around Linking Multiple MS Excel Workbooks With Inconsistent Data Formats

A Typical Investment Firm Scenario - Inconsistent Data Stored In Multiple MS Excel Workbooks Does this scenario sound familiar to your investment management firm? At the end of a time period (day, week, month), multiple Excel workbooks are linked together to generate another set of summarized workbooks which are then used to prepare numerous financial reports. This entire process is repeated at the end of each period, or as and when a request...

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How Leading Investment Management Firms Get Around MS Excel’s Limited Read-Write Access & Multi-User Editing Shortcomings

How Leading Investment Management Firms Get Around MS Excel’s Limited Read-Write Access & Multi-User Editing Shortcomings

Typical Investment Management Firm Operations Scenario - Managers are unable to limit read-write access to data within Microsoft Excel workbooks With risk mitigation being one of the top concerns for an investment management firm investor, operational risk must be a priority for a successful investment management firm. In most investment management firms, an operations analyst, working with a Microsoft Excel workbook will have access to all of...

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5 Things About Implementing Operations Automation Every Investment Manager Should Know

5 Things About Implementing Operations Automation Every Investment Manager Should Know

Operational efficiency is named as the #1 area of focus for investment managers to apply technology and innovation, according to the EY — 2017 Global Hedge Fund and Investor Survey. In fact, of all investment managers interviewed, nearly 60% said their organization is investing in or plans to invest in innovative technology solutions to drive operational efficiency. There is little doubt that more investment managers are looking for innovative...

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5 Use Cases On How Investment Management Firms Can Leverage Private Cloud

5 Use Cases On How Investment Management Firms Can Leverage Private Cloud

Investment management firms are looking to cloud computing to improve operational efficiency and reduce information technology infrastructure expenses. Private Cloud provides several advantages for investment management firms. It provides the flexibility and scalability they desire while satisfying their security and regulatory concerns. In addition, when done correctly, the Cloud also increases the speed of deployment of new applications, as...

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