investment management

What does it take to become a leader in investment data management?

How an investment management firm manages its data is crucial, which means it’s essential to have the right platforms in place. Last year, AlphaCert published a data management maturity model to help investment management organisations identify where they currently sit on the data management maturity curve and where they might want to aim. Organisations can use the […]

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Portfolio Compliance; putting your mind at ease.

The risks fund businesses face aren’t going away. The forces driving complexity are here to stay and will likely increase as member expectations change, more complicated investment vehicles are introduced, and the focus regulators are placing on funds become more onerous. All this reinforces how important the Chief Risk Officer (CRO) role is becoming. Getting

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Superannuation Portfolio Holdings Disclosure is finally happening

The requirements Last year, global research house Morningstar found Australia has the world’s “weakest disclosure regime” and suffers from a lack of regulations mandating transparency on fees and portfolio holdings. Morningstar finds it remarkable that Australia remains the only market with no implemented portfolio holdings disclosure regime.  That will soon change – finally, after the Australian

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Why you should move to the cloud

Our previous blog challenged some of the common misconceptions holding investment management companies back from embracing cloud technology, yet we didn’t really touch on all the benefits. That’s largely because there really are so many business benefits to using cloud solutions – we can’t cover them all. Here’s our top 3 benefits investment management businesses

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Why is the investment management sector still slow to embrace cloud tech?

A recent Forbes survey found 52% of business were cloud-first (i.e., new apps and services were hosted in the cloud as opposed to on infrastructure the enterprise owns and manages); and Forbes estimate this figure could grow to 77% within 2 years.[i] As cloud technology continues to mature, more organisations have the confidence to make the most

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