Trends

Taking Control of Your Data

Paul McInnis, Data Management Product Manager, Eagle Investment Systems


I recently took part in a panel debate hosted by Buy-Side Technology magazine that centered on “Different approaches to improving data management”.  Much of the debate revolved around what are often seen as competing tensions around enabling quick access to data while maintaining a high quality and level of security around it, against a backdrop of rapid growth in the volume of data available to firms.

The discussion highlighted how dramatically the approaches taken by firms can vary.  One of the client panelists spoke of the benefits of using multiple vendors across several solutions to avoid lapses in the quality of their data, while another provided direct SQL access to their end-users.  Regardless of what approach firms take, they need the ability to manage the entitlement of data because only then can they control it.  It’s also critical to have the business directly involved in their data governance framework.  When things go wrong, because they always will at some point, you need to know who the right people are to make the decisions to remediate the data and get it back out to the organization.

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Performance Measurement and Risk Management Starts with Good Data

Marc Rubenfeld, CIPM, Head of EMEA/APAC Solutions


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Last week I chaired my second iPARM forum in Sydney, Australia. The forum is dedicated to the subject of performance measurement, attribution and risk management and featured speakers such as Kyle Ringrose from superannuation fund QSuper and Naresh Subramaniam from National Australia Bank sharing their views on some of the challenges their industries are facing.

The topics discussed over the two-day event were far reaching, spanning regulation, risk strategies, long horizon investments and tax strategies.  The potential for performance measurement, attribution and risk management is great and represents a new frontier of opportunity for the financial services firms that are able to take advantage.

For my opening remarks, I created the following word cloud to illustrate the performance and risk challenges attendees are facing based on the content in the iPARM program.

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Financial Technology for Sovereign Wealth Funds

John Legrand, Managing Director, Head of EMEA/APAC, Eagle Investment Systems


Eagle recently attended the Superannuation Symposium in Brisbane, Australia, where our Head of Global Solutions, Marc Rubenfield, CIPM, hosted a panel on asset allocation strategies for institutional investors.

The event attracted not only pension fund managers and administrators, but also a large number of delegates from sovereign wealth funds in the Asia-Pacific region and beyond.

We find our paths are increasingly crossing with sovereign wealth funds. This may not come as a huge surprise when you consider their growing investment clout. Last year the pool of capital accounted for by sovereign wealth funds grew by more than $750 billion to reach $5.38 trillion, according to data provider Preqin, which conducts an annual analysis of the sovereign wealth fund market. This was the largest annual increase since Preqin started its report in 2008. However, the increase in AuM alone does not explain their increasing interest in our solutions and there are a number of other reasons at play. I recently wrote an article looking at some of the drivers explaining their demand for data management. You can read the full article here. Read More…

Infographic: Benefits of a Cloud-Based Software Solution

Mal Cullen, Head of the Americas and Eagle ACCESS℠


I recently contributed a piece to the Financial Technologies Forum’s ‘The Bull Run’ blog, called: ‘When is the Cloud Not the Cloud?’. It drew a distinction between the myriad software providers out there that claim to offer hosted or cloud-based solutions (when in fact they’re providing either remotely supported on-premise solutions or solutions designed for on-premise installation that sit on the cloud), and a ‘true’ cloud provider. In that post, I listed seven questions you should be asking your cloud-based solution provider to find out if they are the real deal. We have now put together an accompanying infographic outlining the benefits of a truly cloud-based solution and what you should be looking for from one.

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Making Sure You Get the Most From Your Technology

Michelle O’Connell, Relationship Manager, Eagle Investment Systems


As anyone who has been involved in such a project before knows, investing in a technology solution doesn’t end with its roll out. It’s our business to help firms grow their assets more efficiently through our innovative solutions and we realize that an important element of that is to work with our clients to ensure their investment in our technology continues to deliver long-term value.

One way that we do this is for our relationship managers to perform regular business reviews. The benefits of keeping an open and active dialogue with our clients to discuss the challenges they face and their priorities are two-way. In many instances, we can help them find a solution within the Eagle platform or give them the benefit of our experience of working with firms with similar needs. At the same time, understanding the issues firms are grappling with can help shape the development of our product solutions and upgrades. Read More…

Defining IBOR at TSAM

Mal Cullen, Head of the Americas and Eagle ACCESS℠


Last week I had the privilege of sitting on a panel discussion at the 2014 TSAM New York conference.

The theme of the panel was the Investment Book of Record (IBOR), a subject I have written about on this blog before. IBOR is one of the hottest topics in the financial industry and something many firms are looking to implement as they recognize the business benefits it can bring. Read More…

Are you ready to support IBOR?

Rob Erman, Managing Director, Head of Global Professional Services, Eagle Investment Systems


There has been a lot of press surrounding IBOR and as my colleague Marc Firenze mentioned in his article in Wall Street and Technology, achieving an accurate and consistent IBOR can prove elusive for some investment management firms. Assuming that they get past the daunting task of defining what IBOR means to them, they need an actionable plan to implement that solution. In our experience, the implementation can be achieved by holding key constituents accountable and monitoring their readiness. Since quality data is the foundation for these types of initiatives, we have developed a data-driven readiness assessment based on six key pillars. Read More…

The Path to True EDM

Rob Brachowski, Reference Data Product Manager


Enterprise Data Management (EDM) is currently used to refer to a spectrum of solutions, ranging from ETL (extract, transform, load) systems along with basic data quality components, through to truly enterprise-wide solutions for managing and delivering all funds’ investment management data.

ETL is vitally important and often complex to achieve, coordinating data across multiple systems to ensure consistency and accuracy, but it is not accurate to define it as EDM. It is really just simplistic view of reference data management. Read More…

Open Technology Standards to Accelerate Interoperability

Steve Taylor, Head of Technology and Architecture


As we become immersed in an era described as the “internet of things,” we are almost taking for granted something that for decades has continued to shackle data into siloes and stifle how data is used and adopted across the enterprise. The way we move information around the enterprise has gone from a ‘nice to have’ to vital to exist. It is this need for greater levels of interoperability that has created a shift in how we approach data integration. The technology landscape has changed significantly in recent years; open source is now the norm rather than the exception. We have seen the emergence of new standards and patterns that are accessible and available to larger numbers of users and applications. This has allowed information to move deeper and wider across firms driving up data quality and operational efficiency. One common challenge remains. How do I ensure interoperability between my commercial off-the-shelf, custom and legacy applications? A decade ago a standardized ETL function within a shared utility was the strategic direction followed, but all too often the projects overran, didn’t deliver or required costly “last mile” integration using point solutions and technologies. This was often due to the lack of standards or understanding of the business domain. Read More…

Software Implementations: Has Anything Really Changed in the Last 50 Years?

Judy Wadness, Head of Delivery, Global Professional Services (GPS), Eagle Investment Systems


This year sees the 50th anniversary of: the release of The Beatles’ first album, the first James Bond movie, Martin Luther King’s ‘I have a dream’ speech, the launch of Pop Tarts, the introduction of ZIP codes and JFK’s assassination. On the technology front, we should also acknowledge the introduction of push button telephones and instant replays.  Read More…

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