The shortest and surest route to success lies in maintaining a laser focus on your key aims and skillsets, and not getting sidetracked by anything else. It’s an age-old precept I’ve heard in multiple guises from a variety of experts, and one that can be equally applied to the arts, sports, business – or investment management. Read more ›
Much has been written in recent years about digital investment advice platforms or “robo advisors.” By now, the robo wave seems to have crested and we are seeing a variety of business models leveraging automation, from the purely algorithm-powered platforms to hybrids that offer some degree of self-service augmented by specified levels of human contact and professional advice. Meanwhile, traditional advisors that have relied on a baby-boomer clientele are looking for cost-effective ways to serve the next generation of tech-savvy, wealth building and value-conscious investors. Read more ›
We know how important timely and reliable data is to your business. That’s why we’re constantly working to enhance our data delivery capabilities on your behalf. Here are just a few things we’ve done recently to strengthen our data connections.
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In the eco-system of outsourcing, flexible, transparent co-sourcing creates the optimal environment for your operations and people to thrive. Your firm should ask three questions when evaluating an operational service provider to ensure that the proper data controls are in place:
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Investment firms have varying degrees of comfort about outsourcing operational services. Some, out of an abundance of caution, may fear a potential loss of control over their data. Many institutional firms consider their reputation in the marketplace and their track record their biggest differentiators. As a result, they are hesitant to leverage operational outsourcing services, because they “live and die” by the quality and accuracy of their data. Now, however, even ardent skeptics are exploring how they can effectively leverage outsourcing, while still maintaining a certain level of control over their workflows. Ultimately, any control given up should be offset with ample transparency from your service provider.
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