2022 Wrapped
With 2022 now behind us as we start the New Year, we look back to our company-wide milestones and celebrate our team for multiple achievements across the business. As a cloud-based fintech company, we see the opportunity to generate an...
Thought Leadership Series: An interview with Aiviq CEO Lee Griggs.
As the year ends, we speak about how Aiviq is helping asset managers to understand data, the journey the company has been on so far and how we make our vision of becoming a leading client data integration and analytics provider for...
The True Cost of Messy Client Data
Messy client data is costing investment managers $1 billion each year — and this figure is only rising. Managers are squeezed in a data vice. On one side, data sources and data volumes are exploding, whilst on the demand side, a...
Data on demand: The Aiviq Snowflake integration
These days, everyone is talking about Snowflake. Across the many investment managers we speak with, we have seen growing demand for Snowflake integration capabilities, with many Aiviq customers increasingly selecting vendors that offer...
ISO 27001: the new standard for hosting sensitive client data
As more asset managers invest in cloud-based data and analytics solutions to understand and serve their investors, information security certifications are becoming a primary consideration in the procurement process....
Through the looking glass
The existential question facing the buy-side is how to grow assets and service clients at lower cost. This drive for operational efficiency is dependent on a capability to collate accurate data about investors and decision makers,...
TSAM 2022: putting AUM and flow in the spotlight
For the panel, Greg was joined by Dr. Carl Salz, Senior VP of Client Data at PIMCO; Terry Yodaiken, Head of Distribution, Business Support & Governance at First Sentier Investors; and George Bliss, Managing Director, of Business...
TSAM 2022: Key Takeaways
It was great to be at The Summit for Asset Management (TSAM) this year, which was hosted in London on 16 June. The annual event brought together leading asset management firms to discuss the latest challenges facing the industry, as...
Aiviq: The New Era of ADS
Many investment managers will be familiar with the Alpha brand. As one of the leading global consulting companies for asset management, wealth management, and insurance industries, Alpha has established a worldwide presence — operating...
The Challenges of Client Revenue
Client and sales assets under management (AUM) and flows can throw up dozens of false positives and negatives as indicators of business performance. So, why are so many sales managers still relying on these metrics? Effecting a shift...
Hedge Funds Shift to Digital
The COVID-19-induced lockdown has been the catalyst for an unprecedented spike in the adoption of digital channels by investors, including fund subscription solutions and the use of investor portals. It is both a watershed in investor...
Mastering Client ‘AUM, Flow and Revenue’ Data
A data transformation is underway in the investment management sector. Leading managers believe that master data management (MDM) capabilities — including shared ontology, semantics, governance and stewardship processes — enable...
