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How can fund operators use data to scale and manage business? Gayathri Pandurangan Senior Director, Head of Innovation Engineering, KPMG US, and Sahem Gulati Head of Strategy & Consulting, M&G plc, discuss data journeys and security around scaling and managing product evolution. The conversation features in a new report published by Clear Path Analysis: “Utilising data volumes: driving profitability, efficiency and risk management”, which is also sponsored by Rimes. They looked at what the challenges of scaling, managing the evolution for the product mix managers are, as well as the asset allocation profile for the asset owners including private markets - and ESG - from a data architecture standpoint. "Building quality across the different sources and then scaling it to provide to portfolio managers is difficult,” said Pandurangan. “This is because portfolio managers want it to be integrated with their portfolio management decision-making process.” #datajourney #data #fundmanagement #investmentoperations #dataoperations #datacentric #portfoliomanagement #datachallenges #dataarchitecture You can read their full conversation here 👇

According to Grandview Analytics, data governance is critical for asset managers to ensure their data is reliable, accessible, and trusted. In part one of a series, Arun Krishnamurthy explores how a robust data governance framework can help asset managers maximize the value of their data throughout the investment lifecycle. Read the full article: https://hubs.la/Q02RMzgq0 #InsuranceAUM #DataGovernance #AssetManagement

In the rapidly evolving world of finance, data governance has become a non-negotiable for success. Two decades ago, it was scarcely discussed; today, it's pivotal in maximizing data's value. Read more to explore how robust data governance practices are shaping the industry today. https://hubs.la/Q02R1g3b0

Data is at the heart of every asset manager's operation, but without proper governance, its potential is wasted. In part one of a new series, Grandview Analytics' Arun Krishnamurthy outlines how asset managers can build a strong data governance framework to ensure data quality, reliability, and accessibility. Read the full article here: https://hubs.la/Q02RMYCP0 #DataGovernance #AssetManagement #Investing

Welcome to the latest Issue of Financial Integrator! In this edition, we explore the anti-fraud efforts of organizations in the Middle East, a critical battle between financial services entities and criminal adversaries. Protecting data is no easy task, as criminals not only exploit stolen information but also sell it on the dark web. Our first article sheds light on this shadowy underworld. Next, we look at the enduring role of cash, tracing its evolution from coins to banknotes, and uncover the surprising reasons why cash remains a preferred medium. This thought-provoking piece offers a historical perspective with insights into why cash is here to stay. ESG reporting has taken centre stage in 2024, with non-financial reporting evolving to match the rigor of financial reporting. In this issue, we explore the challenges companies face in managing and analysing vast amounts of ESG data, and how many struggle to establish SMART (Specific, Measurable, Achievable, Relevant, Time-bound) goals. This failure often hinders their ability to effectively meet sustainability targets and achieve meaningful progress. In our regular feature, The Revolution, we explore the massive adoption of Web3 and how it empowers individuals by merging technology and finance. Our cover story features Ramy Jallad, Group CEO of Ras Al Khaimah Economic Zone (RAKEZ). He shares how RAKEZ has grown from 7,000 to 25,000 companies, fostering a business ecosystem that supports both SMEs and large corporations. The piece highlights RAKEZ’s strategic initiatives, including dedicated industrial zones, sustainability-focused infrastructure, and its significant investment in digital transformation, positioning it as a key player in the UAE’s business landscape. As writers and editors, we know it's not just about the tone and depth of our articles—it’s also about making sure each edition grabs your attention visually. Moving forward, you can expect sharper, more insightful takes on the financial world. Thank you, and we invite you to dive into the exciting content we have in store. This is just the beginning of something even greater on the horizon! Read the full edition here: https://lnkd.in/dTVzB69T Damon Madden | Konstantin Tserazov | Joe Rodriguez | Dr Sunita Mathur | Raghav J. | Meera Judge | Faisal Toukan | Sanjiva Weerawarana | Salah Ibrahim Al Nasser | Abdulmohsin Omran AlOmran | Chloe Curran    ACI Worldwide | Bank Otkritie Financial Corporation | Cloudera | Heriot-Watt University | Hydro Online | Binance | Ziina زينة | WSO2 | Exim Finance | The Family Office Company BSC (c) #September #magazine #finance #financialintegrator

🌟New blog alert! "Harnessing the Power of Financial Data Aggregation". This piece dives deep into the challenges and strategies of integrating ESG and market data into your investment process. Whether you’re looking to streamline your data management or enhance investment decisions, you're sure to find some valuable insights. Discover how effective data aggregation can not only simplify your operations but also empower better decision-making and help you keep up with evolving regulations. 🔗 Read the full article here: https://loom.ly/0a1LBQQ Feel free to share your thoughts and let us know how you manage the complexities of financial data in your operations! 📊💡 #financeblog #esg #datamanagement #investmentdecisonmaking #dataaggregation #kidbrookeone

🌟 Unlock the potential of advanced analytics for your wealth management firm! Platforms like Practifi and Prospero offer comprehensive tools for managing client relationships, financial planning, and portfolio management. Embrace the future with data-driven solutions from top providers like FactSet and Morningstar Direct. Stay ahead with cutting-edge technology and deliver superior client services. 💡📈 #WealthManagement #TechSolutions #Finance #InvestmentTools #DataAnalytics #ClientService #BusinessInnovation

It’s easy to get caught up in our specialist domains – Data and Tech, Investment Product, Client Management, Operations, Regulation, etc. – each with compelling cases for investment and differentiation. Recognising that there’s always an opportunity cost with this sort of change, I’ve laid out my views on how firms might position and prioritise Data Management and Strategy to capitalise on the opportunities it offers, while being proportionate to the other demands and priorities for UK Wealth Managers.  Alpha FMC #UKWealthManagement #DataStrategy

Data management: A hidden treasure or a crippling challenge?   According to our latest InvestOps report, asset managers increasingly turn to external experts to manage their data.   Based on a survey conducted alongside Northern Trust, we found: 🔴 57% of asset managers plan to engage a specialized data service provider in the next two years. 🔴 45% will seek outsourced data solutions from their custodian.   Is this a sign of a data crisis or a strategic move to unlock hidden value?   The reality is that data management is becoming increasingly complex, demanding specialized skills and resources. By outsourcing, asset managers can focus on core competencies while gaining access to advanced analytics and insights.   Tell us what you think in the comments and read the report in full for free here 👉 https://lnkd.in/edzZT6DB

Afternoon Deep Dive: Can Robo-Advisors Lead the Next Wave in Wealth Management? 📊 #WealthTechAfternoon 📊 Good afternoon, tech-savvy investors and wealth management professionals! Building on our engaging morning discussion about the transformative role of robo-advisors, let’s continue to explore how these digital powerhouses might drive the next wave of innovation in the wealth management sector. As we delve deeper, we consider not only the capabilities of robo-advisors but also the strategic integration of these tools into traditional wealth management practices. 🔄 Expanding the Capabilities of Robo-Advisors 🔄 Advanced Analytics and Big Data: Delve into how robo-advisors use big data analytics to refine investment strategies and improve client outcomes. What new data sources and analytical techniques are emerging, and how are they enhancing the advice provided? Customizing Client Experiences: Explore how machine learning enables robo-advisors to offer increasingly personalized advice. How can wealth management firms leverage this technology to cater to the unique needs and goals of diverse client bases? 🛠️ Integrating Robo-Advisors with Human Expertise 🛠️ The Hybrid Model: Discuss the benefits of a hybrid advisory model that combines the efficiency and scalability of robo-advisors with the empathy and judgment of human advisors. What are the best practices for integrating these models to enhance client satisfaction and trust? Training and Development: Consider the implications for professional development in the financial sector. How can current and future financial advisors be trained to work alongside and leverage robo-advisors effectively? 🌍 Broadening Market Reach 🌍 Accessibility and Financial Inclusion: Reflect on the role of robo-advisors in enhancing financial inclusion. How can these tools help bring wealth management services to underserved or unbanked populations globally? Adapting to Different Market Regulations: Examine how robo-advisors can be adapted to comply with varying financial regulations across different countries. What innovations are helping to navigate these complexities? 👍 Like 👉 Share 👇 Comment #MDMarketInsights #businessanalysis #capitalmarkets #financeindustry #financialservices #investmentanalysis #TradeFloor #dataanalytics #riskmanagement #tradingstrategies #marketresearch #investmentmanagement #assetmanagement #fintech #regulatorycompliance #portfoliomanagement #derivatives #marketanalysis #financialtechnology #quantitativeanalysis #investmentstrategy #businessintelligence #financialinnovation #economicanalysis #hedgefunds #privateequity #TradingSystems #datascience #riskanalysis #financialdata