Reference Data
33 white papers and resources
Scrutinizing the Bottom Line: Managing the Back Office and Reallocating Working Capital to Optimize the Business
One of the key issues that arose during the recent Rimini Street webinar, Scrutinizing the Bottom Line: Managing the Back Office and Reallocating Working Capital to Optimize the Business, is the extent to which company culture and willingness to embrace change drive capital markets firms’…
What do buy-side firms tend to underestimate in terms of complexity when embarking on cloud relationships/projects?
As part of the webinar "Cloud-based data services – the obvious choice", Wetherby Asset Management, Factset and Bridgewater Associates discussed how they are lowering their upfront costs, whilst reducing their operational complexity and time to market on the back of cloud-focused relationships…
SmartStream RDU—More Pertinent Now than Ever
One of the many consequences of the ongoing Covid-19 pandemic is that it has brought to the fore a number of business and operational imperatives for capital markets firms, not least of which is the need to go back to basics and focus on their raisons d’être. After all, as much as buy-side and sell…
Data Management and Governance Take Center Stage
Data drives every business process across the buy side. The higher its quality, the more reliable, accurate and transparent the resulting downstream business processes are likely to be. That’s a simplistic characterization of what can be a highly sophisticated and complex industry, although the…
Case study: Migrating data management to the cloud
This case study outlines why the firm chose to migrate to the managed service, the steps involved and the benefits experienced since going live. Find out what lay behind the decision; how the migration was completed in just three months; and how McKinley Capital has benefited through reduced TCO,…
Managed Services in 2021: Poised for Lift-Off
This research report sheds greater light on current and future outsourcing trends that are likely to shape the capital markets including why cost reduction and efficiencies aren’t the only reasons for outsourcing and how cloud will become integral to managed services business model
2-minute guide: Optimize your corporate actions functions
This two-minute ‘best practice’ guide provides a checklist to help your organization optimize its corporate actions functions and how to turn mountains of data into actionable insights.
The Pulse of the Industry
This research report is based on the results of a survey on the future of data and technology across capital markets.
AI, blockchain, the Cloud and digital - The ABCDs of Innovation in Asia Pacific
This paper will explore The ABCDs of Innovation® – AI, blockchain, the Cloud and digital - as well as the underlying data and analytics that makes them more powerful—and how Broadridge is helping to simplify the complex for our clients in Asia Pacific.
How the sharp are sharpening their operating model
How can asset managers overcome data and multi-asset class challenges to build resilience in the new world we live in?