Resources

For emerging managers, exceptional reporting can go a long way to creating loyal clients and greater client retention. Identify where you could make efficiencies and upgrade your reporting with this checklist.

Investors now expect on-demand, granular reporting, and legacy processes are straining under the pressure.

Through conversations with asset and private wealth managers our Client Operations Director, Kathleen Henrick, has identified six key requirements for creating investment reports that clients love.

Read on to find out what they are

Selecting a digital solution for data consolidation and investment reporting is a big decision, one many asset and private wealth managers cannot afford to get wrong. It can be hard to know where to start when assessing a provider, and there are many pitfalls.

Discover the 10 key things to avoid when choosing an investment reporting solution.

Across the investment management spectrum, the need for a radically different approach to investment reporting has never been greater.  

In this shifting landscape, implementing a data-driven, agile approach to investment reporting can help asset and wealth managers get back ahead of the game. 

For risk management, the ability to demonstrate extensive expertise alongside a deep understanding of the investment side of the business is crucial. But what best practices do firms need to follow to achieve an institutional-level standard of risk management? 

An in-depth guide to risk management featuring insights from asset management and due diligence professionals.

As fast, sophisticated data management becomes business critical, what are the benefits data APIs can offer your organisation?

In a world of rising client, regulator and staff expectations, portfolio and risk management capabilities quickly become outdated. Cloud-based platforms offer the solution.

Implementing a fit-for-purpose risk management and reporting function is expensive. But for asset managers, the cost of sub-standard risk capabilities is even higher.

Family offices increasingly aspire to deliver comprehensive, accurate and timely consolidated reports to families, and ultra-high-net-worth families have increasingly come to expect it. But to provide high-quality consolidated reporting, firms first need to navigate a host of complex data challenges.

After a recommendation from a market peer, a UK-based multi-strategy hedge fund approached Landytech for a managed solution that would provide expert risk management support, as establishing and maintaining this function inhouse would come at significant cost. Read the full case study here.

So you know you need a robust, institutional-grade risk management capability to attract investor allocations and meet clients’ ongoing demands. But what does a fit-for-purpose risk management and reporting function entail in practice?

Enrichment is an important element of the consolidated reporting process. This is because it adds colour and granularity to the raw data that the family office sources from its custodians and stores in its database. It does this by appending to the raw data descriptive metadata from secondary sources. So, what should your family office know about enrichment?

For downstream reporting, disparate information needs to be transformed into a single standardised schema, which can be processed systematically. And once the data is harmonised, it has to be stored – in a database. Discover the four key database considerations for family offices.

Effective data sourcing is the starting point for the journey towards consolidated reporting, but it’s difficult to achieve. Family offices typically manage complex, multi-asset-class portfolios, with fragmented data sources that comprise disparate, non-standardised data sets. How can these data sourcing challenges be overcome?

Faced with demanding investor and regulatory expectations, asset managers are increasingly turning to third-party risk management providers.

Skerryvore Asset Management needed a sophisticated risk management and data analysis platform to meet the exacting due diligence requirements of institutional investors and so help grow its business. Read the full case study here.

Comprehensive risk management capabilities are an integral and growing ingredient in asset manager success. Since the 2008 financial crisis, the value a strong risk management infrastructure and team bring has moved to the fore. Download our whitepaper examining the true cost of risk for asset managers.