A recent study reveals how the performance profession is evolving in two key aspects.
Back-Office
Natural Language Generation: Sailing Through Your Data Lakes
While most might not admit it, many wealth managers are drowning in their data lakes. Whether structured or unstructured data, performance, or regulatory information, corporate or client documents, it is easy for firms with a large number of accounts to feel like they can’t get their head above water to make the best decisions for
KYC
Outsourcing Client Reporting: What Are the Options?
What is client reporting? Client reporting coupled with face-to-face client meetings have been the signature of successful client-manager relationships. With face-to-face meetings, figures can be articulated with sufficient context to bring understanding; shifting objectives can be more clearly explained, and the partnership is strengthened on both a social and professional front. These dialogues are key.
KYC
Data Governance to the Rescue?
Introduction: Is data governance the silver bullet for all your data issues? Has the marriage of performance departments and the data office been a successful one? In this blog, we’ll explore the significance of data governance and its impact on addressing data challenges in the performance measurement and client reporting industry. Understanding Data Governance: Data
KYC
Calculating Value Add at Scale for Tax-Managed Accounts
In this post, we will explain what tax-managed separately managed accounts (SMAs) are, clarify terms relative to performance measurement for tax-managed SMAs, and the challenges faced by performance professionals in measuring and attributing performance. After-Tax Returns Investors who care about maximizing after-tax returns may sometimes consider using tax-managed SMAs as part of their portfolio strategy.
Standards
UMAs Are Popular But They Have Reporting Challenges
What is a unified managed account also known as a UMA? In simple terms, it is a way to unify a client’s managed assets into one account. Instead of having one account for a large-cap separately managed account (SMA), another one for a fixed income SMA, and a third one housing mutual funds and exchange-traded
Buy-Side
What’s at the Heart of Investment Skills?
Investment skill is the raison d’être of the asset management industry. Asset managers are paid to have it and their clients pay them for it. Despite this, empirical evidence of its existence, and what it looks like in practice, up to now, has been sparse, to say the least. We at Inalytics have filled that
Automation
T+1 in Canada: Same Goal, Different Plays
Canada and the U.S. have shared a common standard securities settlement cycle for longer than most in the industry today can remember. Industry participants in both countries successfully moved from a standard cycle of five to three business days after trade date (from T+5 to T+3) in 1995 and from T+3 to T+2 in 2017.
KYC
Some Pointers On Picking New IT Providers
As financial services firms work to create efficiencies in the performance measurement and client reporting teams, there are some fundamental questions that need to be addressed from an information technology (IT) management perspective. These questions also apply to all IT systems that support other facets of securities operations. Firms need to be sure to include
Automation
Time to Automate Performance Reporting for Clients & Prospects
I am looking forward to my participation in the Performance Measurement Americas (PMA) 2018 panel discussion entitled “Time for Full Automation,” which will take place Friday, March 9, at 12:05 p.m. at The Westin New York at Times Square, 270 W 43rd St., New York, NY 10036. Putting automation around the calculation of investment performance
