Reference Data
47 white papers and resources
Leveraging technology for faster, better investment decisions
Panellists discussed the current challenges facing buy-side firms when it comes to optimizing their investment decision-making through advanced data analytics tools and leveraging their research resources.
Data Analytics Tools - Transparency and Granularity Where They Are Needed Most
This whitepaper focuses on the following themes: The state of play across the financial services industry regarding firms’ use of data analytics tools. The challenges firms face with regard to developing their own proprietary data analytics tools. Firms’ data consumption preferences, including…
The Buy Side’s Technology Dilemma: Legacy Platforms, Poor Data Quality and Duplicate Systems Proliferate
This report, based on a WatersTechnology survey commissioned by Finbourne, focuses on the global asset management industry and analyses firms’ options when looking to enhance or replace their investment management technology. It also sheds light on the importance of data quality and how it impacts…
Corporate Actions Processing—Data Quality and Automation Are Key
Which corporate actions use-cases will grow in importance in the next 1-3 years? Discover in this whitepaper:
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