Data & Analytics Insights for Investment Management Firms

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...

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...

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...

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...

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...

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...

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...

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...