ISO 27001: the new standard for hosting sensitive client data
As more asset managers invest in cloud-based data and analytics solutions to understand and serve their investors, information security certifications are becoming a primary consideration in the procurement process....
Through the looking glass
The existential question facing the buy-side is how to grow assets and service clients at lower cost. This drive for operational efficiency is dependent on a capability to collate accurate data about investors and decision makers,...
The panel: putting AUM and flow in the spotlight
For the panel, Greg was joined by Dr Carl Salz, Senior VP of Client Data at PIMCO; Terry Yodaiken, Head of Distribution, Business Support & Governance at First Sentier Investors; and George Bliss, Managing Director, Business...
Key learnings from TSAM 2022
It was great to be at The Summit for Asset Management (TSAM) this year, which was hosted in London on 16 June. The annual event brought together leading asset management firms to discuss the latest challenges facing the industry, as...
Aiviq: The New Era of ADS
Many investment managers will be familiar with the Alpha brand. As one of the leading global consulting companies for asset management, wealth management and insurance industries, Alpha has established a worldwide presence — operating...
The Challenges of Client Revenue
Client and sales assets under management (AUM) and flows can throw up dozens of false positives and negatives as indicators of business performance. So, why are so many sales managers still relying on these metrics? Effecting a shift...
Hedge Funds Shift to Digital
The COVID-19-induced lockdown has been the catalyst for an unprecedented spike in the adoption of digital channels by investors, including fund subscription solutions and the use of investor portals. It is both a watershed in investor...
Mastering Client ‘AUM, Flow and Revenue’ Data
A data transformation is underway in the investment management sector. Leading managers believe that master data management (MDM) capabilities — including shared ontology, semantics, governance and stewardship processes — enable...
Spreadsheets Have Asset Managers in a Stranglehold
The investment industry’s love affair with spreadsheets costs millions each year and is stalling vital data transformations. In July 2021, Tim Harford of the Financial Times published an article titled ‘The Tyranny of Spreadsheeets’...
An Essential Move to Client Revenue Measures of Business Performance
The asset management industry needs to shift from assets under management (AUM) and Flow to client revenue measures of business performance. In any industry, but particularly for asset and wealth management, the perception of business...
Zombie Rebates: An Escape Route for Asset Managers (2/2)
Aiviq previously spoke about how zombie rebates can ruin asset managers’ reputations and relationships with their clientsZombie Rebates Ruin Relationships and Reputations, highlighting the hidden cost of complex distribution networks...
