GIPS 2020 Standards – One Size Doesn’t Fit All

GIPS 2020 Standards – One Size Doesn’t Fit All

The Background It’s been almost a decade since the CFA Institute unleashed the 2010 Global Investment Performance Standards (GIPS) to homogenize the way asset management firms calculate and report performance to investors. As we head into 2019, the powers that be are...
Data Quality Framework For Asset Management Firms

Data Quality Framework For Asset Management Firms

The Centralized Data Repository (CDR) setup for asset management firms acts as the foundation for the data management initiatives. This is the first step towards achieving a single source of truth and eliminating siloed operations. The next step is to ensure the...
Foundation Of Data Management In Asset Management Firms

Foundation Of Data Management In Asset Management Firms

Data serves as the nerve center for asset management firms. The securities pricing data, ratings, corporate actions data, NAV etc. are mission critical for asset managers to make the right investment decisions. The compliance team, on the other hand is in need of...
Are Robots Taking Over Asset Management?

Are Robots Taking Over Asset Management?

Don’t believe the hype. Asset managers aren’t under the control of artificial intelligence (yet). But many shops currently engaged in “data science” programs are motivated by the same fear; that every other manager out there is secretly building the next-generation of...