data management

Building the Business Case for Governance

Paul McInnis, Head of Enterprise Data Management, Data Management


When it comes to making the business case for data governance, Jim Stitt, Head of Data Management at RBC Global Asset Management, likens the exercise to measuring the ROI of keeping the home garage organized. Yes, there’s real value in doing so, but he asks, “How do you measure [the value of] the holiday decorations being where you expect them to be or the right tool is readily available?”

Stitt, participating in a recent webinar hosted by WatersTechnology and sponsored by Eagle, highlights one of the larger challenges when it comes to initiating a data governance strategy. While most executives recognize the necessity for clean, accurate and timely data—and, importantly, they acknowledge the role of a formalized and systematic strategy—making the case to senior leadership or gaining buy-in across the various business functions of a global enterprise can be a daunting task.

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Spotlight on Engage – Locking in on IBOR’s Moving Target

Paul McInnis, Director of Product Strategy, Data Management, Eagle Investment Systems


The concept of an Investment Book of Record, or an IBOR, has been around for years, as Eagle has been offering IBOR solutions as part of our Data Management platform for over a decade now. More recently, however, we have witnessed a renewed buzz around the concept, which has created some unwanted side effects. While this added attention has motivated investment firms to explore how an IBOR might apply to their business, the very definition of what an IBOR is has become convoluted. Ironically, this industry buzz has led to more confusion and less understanding around the acute business needs that demand an IBOR solution.
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Spotlight on Engage: Building a performance measurement solution for the future

Marc Rubenfeld, CIPM, Head of Eagle Solutions EMEA/APAC


engage2015What is your market going to look like in 2020?

 

Understanding how your market is evolving should provide the starting point for any evaluation or review of your technology. Unlike Steven Spielberg’s 1989 classic film, Back To the Future Part II, which took Marty McFly to a futuristic 2015, it doesn’t require a time-travelling DeLorean or such a flight of fancy.

2020 is only five years away and the patterns that are shaping how the market is developing are already manifesting themselves. Acknowledging these changing demands and evaluating your preparedness for this future against those is key to keeping business objectives and your client-base at the forefront of any new software implementation.

At Engage I’m going to be joined on-stage by Naresh Subramaniam, head of investment services at Melbourne-based National Australia Bank (NAB), which went through exactly this process when selecting a new performance measurement platform to build the next generation of their offering on. They knew that their in-house performance measurement tool was struggling to keep up with the demands placed on it, but to ensure their new solution would have the capabilities to meet their future requirements they knew they needed to start by looking at their changing marketplace.
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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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A Single Version of the Truth: Using Eagle Data Management to Implement a Data-Centric Solution to Support Investment Decisions

Joel Kornblum, Managing Director, Regional Sales Director


aimco_cover

AIMCo Case Study

Today we released a new client case study, A Single Version of the Truth: Using Eagle Data Management to Implement a Data-Centric Solution to Support Investment Decisions, outlining our recent success with Eagle Data Management client, Alberta Investment Management Corporation (AIMCo). AIMCo, one of Canada’s largest and most diversified institutional investment fund managers, recently achieved ‘go live’ status with “AIMCo Innovations,” a multi-year, multi-million dollar business transformation impacting people, process and technology, and moving to a state-of-the-art operating platform driven by data. Read More…

Avoid Common Pitfalls in Data Quality Programs

Jeremy Skaling, Head of Product Management


Recently I participated on a panel at an industry event where the group was asked to comment on common pitfalls with data management projects. I identified three key challenges that firms face:

  • • Not having proper data governance plans and organizational support
  • • Implementing data checks at the wrong location and/or having the wrong people reviewing them
  • • Not tailoring data quality checks to a company’s business or the needs of the consumers

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