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The increasing complexity and volume of data coupled with the ever-expanding choice of data providers has presented new challenges for buy-side investors. They are now able to access a plethora of outsourcing options, both established and bespoke, which leads to many novel challenges.

One of the main aims of the Data Management for Buy-Side investors Report is to explore how far outsourcing data management functions can be pushed into the operational chain, what are the limits and what are reasons underpinning these limitations? Thought leaders based in the United Kingdom, Europe, and North America discuss key issues such as: To what extent can you outsource data management functions while simultaneously maintaining responsibility? Is there an ideal service model? What are the data management concerns related to unfamiliar and non-standardised ESG, climate, and sustainability data? What are the key issues related to data governance frameworks and enterprise data management?

The report brings together Chief Operating Officers, Heads of Data Management, Investment Operations Directors, and Heads of Data Governance to discuss outsourcing data management, data governance frameworks and enterprise data management.

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SECTION 1


OUTSOURCING AND SERVICE MODELS

1.1 INTERVIEW: To what extent can you outsource data management if you cannot outsource responsibility?

Interviewer:

- Dominique Kistan, Content Producer, Clear Path Analysis

Interviewee:

- Jonathan Matthews, Head of Middle Office, London and Capital Group (United Kingdom)

1.2 ROUNDTABLE DEBATE: Doing less but enabling more: deciding what data management functions to retain and what to outsource? Is there an ideal service model?

Moderator:

- Dominique Kistan, Content Producer, Clear Path Analysis

Panellists:

- Nicole Grootveld-Sandig, Chief Operating Officer, MN (The Netherlands)

- Marc Wright, Head of Data Strategy, Russell Investments (North America)

- Thierry Saintot, Global Head of Data Management, Allianz Global Investors (France)

1.3 INTERVIEW: Regulation, technology, and holistic data: What are the unavoidable industry trends catalysing change for asset managers?

Interviewer:

- Dominique Kistan, Content Producer, Clear Path Analysis

Interviewee:

- Jeffrey Nadal, Managing Director & Chief Commercial Officer, Fundsquare Representative

SECTION 2


DATA CHALLENGES ACROSS ASSET CLASSES

2.1 INTERVIEW: What data challenges do asset managers face with ESG investing?

Interviewer:

- Dominique Kistan, Content Producer, Clear Path Analysis

Interviewee:

- Martin Kwiatkowski, Investment Operations Director, Aberdeen standard Investments (United Kingdom)

2.2 INTERVIEW: Is anyone disrupting the existing data providers? Will firms continue to rely on the existing data providers - who are the new options out there that are the ones to watch?

Interviewer:

- Dominique Kistan, Content Producer, Clear Path Analysis

Interviewee:

- Greg Faragher-Thomas, Director, Alpha Financial Markets Consulting

SECTION 3


DATA GOVERNANCE

3.1 INTERVIEW: How do you keep your data governance framework relevant and fit for purpose over time?

Interviewer:

- Dominique Kistan, Content Producer, Clear Path Analysis

Interviewee:

- Ian Shrubsole, Head of Data Governance, Invesco (United Kingdom)

SECTION 4


ENTERPRISE DATA MANAGEMENT

4.1 WHITEPAPER: How can the small to middle tier asset management firms make the Business Case for Enterprise Data Management (EDM) investment – the comprehensive guide.

- Jason Warlond, Regional Head, APAC, Curium Data Systems

4.2 INTERVIEW: Enterprise Data Management – What are the key deliverables and lessons learned of an EDM project? A recent case study

Interviewer:

- Dominique Kistan, Content Producer, Clear Path Analysis

Interviewee:

- Len Munden, Chief Technology Officer, RWC Partners

Jonathan Matthews

Head of Middle Office, London and Capital Group (United Kingdom)

Nicole Grootveld-Sandig

Chief Operating Officer, MN (The Netherlands)

Marc Wright

Head of Data Strategy, Russell Investments (North America)

Thierry Saintot

Global Head of Data Management, Allianz Global Investors (France)

Jeffrey Nadal

Managing Director & Chief Commercial Officer, Fundsquare Representative

Martin Kwiatkowski

Investment Operations Director, Aberdeen standard Investments (United Kingdom)

Greg Faragher-Thomas

Director, Alpha Financial Markets Consulting

Ian Shrubsole

Head of Data Governance, Invesco (United Kingdom)

Jason Warlond

Regional Head, APAC, Curium Data Systems

Len Munden

Chief Technology Officer, RWC Partners

Curium Data Systems is a fast growing technology provider that works exclusively within data management for financial services companies.

Curium data management solutions are an evolution from the traditional ETL and EDM applications. CuriumDQM (Data Quality Management) is a business process application that works with the firm’s existing data architecture to establish comprehensive, cross architecture data quality controls and oversight across any of the firm’s key data sets. CuriumEDM (Enterprise Data Management) is an extensive set of data management components providing data gathering, validation, time series storage, master data management and data distribution options where the firm is looking for an ‘end to end’ data platform. In addition, Curium Business Intelligence and Curium Data Governance modules give enhanced levels of analytics and visibility over data and processes that help financial services firms improve their efficiency and reduce operational risks associated with data.

Fundsquare is a subsidiary of the Luxembourg Stock Exchange that provides services to

substantially support and standardise cross-border distribution of investment funds. The main

objective of this utility is to facilitate the relationships between professional investors and funds

through a flexible and responsive infrastructure to enable operational effectiveness by offering

information and regulatory compliance services.

All our sponsorship packages are ‘tailor made’ to ensure complete success for our clients, so you can feel assured that your specific aims are being addressed. If you’re interested in any of the above benefits then please contact us below about sponsorship:

Call +44 (0) 207 1931 487 or send a message

By listening to those in the industry, we create a shortlist of individuals who most influence and inspire those around them and invite them to contribute to our reports and events by:

Contributing a thought piece on an issue raised in the market research

Participating in or moderating a roundtable with other industry leaders

Participating as an interviewer or interviewee

Producing a case study white paper written with a client or supplier

Taking part in a head to head debate with another respected industry professional.

Clear Path Analysis is always open to suggestions of suitable contributors for future topics.

Call +44 (0) 207 1931 487 or send a message

All our sponsorship packages are ‘tailor made’ to ensure complete success for our clients, so you can feel assured that your specific aims are being addressed. If you’re interested in any of the above benefits then please contact us below about sponsorship:

Call +44 (0) 207 1931 487 or send a message

All our sponsorship packages are ‘tailor made’ to ensure complete success for our clients, so you can feel assured that your specific aims are being addressed. If you’re interested in any of the above benefits then please contact us below about sponsorship:

Call +44 (0) 207 1931 487 or send a message