More than ever before, investment managers are recognizing data as a strategic asset that can provide competitive advantage. Firms are investing in data quality to facilitate superior investment decisions, deliver timely and accurate reports to clients, improve operational efficiencies, and mitigate risks.
Data requirements are skyrocketing as investment managers take on more specialty assets, clients demand better and faster reporting, and regulators pile up demands for transparency and for information of every type. We don’t foresee a time when data demands, expectations, or requirements will stop growing or even slow down.
So you need to have a solid data management program in place as soon as possible, addressing all four cornerstones of data management—Governance, Stewardship, Architecture, and Delivery.
But building a successful data management program requires a serious commitment of time, effort, and human resources, who must often be diverted from other priorities. The industry is rife with examples of firms making huge investments in data management, without the commensurate benefits. Getting it right requires the insight and expertise of professionals who have the experience across a multitude of firms.
Getting data management right is required for an investment firm in today’s environment. Good data architecture and delivery are important, but effective governance and stewardship are critical to getting it right.
Principal – Data Management Practice Lead
Over more than 50 projects, our consultants have helped clients successfully evaluate, design, and implement investment data management and governance strategies, by sharing our experience and industry knowledge about the most successful approaches and solutions for each situation. Because our experience covers all aspects of the data management framework, we can help you effectively define and assign the resources needed to create a successful data program. Our deep understanding of investment data, the related business processes and technologies used help you reduce the associated time, costs, and risks.
To prepare for planned growth, our client asked Cutter Associates for help establishing a strategy, building an organizational framework, and selecting and implementing systems to enhance their data management capabilities.
This report contains the results of Cutter Associates research into Integrating Investment Systems, it includes an overview of the approach investment managers take to data and systems integration against a background of technology changes such as cloud deployment and APIs.
CutterResearch members discuss their approaches to building efficient data architectures and integrations, including the ways some of the newer data mart, data lake, and data warehouse technologies can help you to optimize the flow of data through all your investment processes.
This report contains the results of Cutter Associates research into Alternative Data. It includes an overview of how investment managers are using alternative data to generate alpha and gain a competitive advantage through early discovery of actionable information.
CutterResearch members share how their market data administration practices are organized, and the tools and services employed to manage market data. Discussion also includes processes for selecting data providers, contract negotiation, and tracking inventory and user licenses
This research provides background on the industry drivers affecting investment managers, and the tools and practices they currently use to manage investment management reference data.
CutterResearch members discuss how Predictive Analytics are being employed by their Investments and Distribution organizations, and the technologies they are using to support their business requirements
Principal, Data Management Practice Lead
With over 25 years of experience in the investment management industry, Arnold Wachs brings extensive business and technical knowledge to his role leading the Cutter Associates Data Management practice. Arnold advises Cutter clients on data governance and on data management tools, practices, and architecture. He also provides consultation on technology strategies, trading platforms and practices, portfolio management tools, and operational organization. Prior to joining Cutter Associates, Arnold worked for a number of industry firms including ITG, BlackRock, Charles River Development, Fidelity Investments, and State Street Global Advisors. His experience includes executive roles in sales, product management, project management, and development management. He has also worked as a solution and system architect, business analyst, and developer, giving him a deep understanding of investment management system usage and design. Arnold holds a B.S. in Physics from Clarkson University.
CutterResearch content is the proprietary property of Cutter Associates and our members who have entered into confidentiality agreements. It contains information that is proprietary and confidential to Cutter as well as to the vendors discussed within the reports (the "Vendors"). Disclosure of the information contained in the reports could cause irreparable harm to Cutter and/or the Vendors.
By selecting "I Agree" below, you agree to safeguard this information with the same care as your firm affords its own confidential information. You will not provide access to this information to anyone who is not an employee of your firm and will not distribute this information outside your firm. Furthermore, you will not provide access to this information to any employee of any subsidiary, unit, department or division of your firm that is engaged in any aspect of the software business involving third parties, including, without limitation, selling or otherwise providing software to third parties, assisting third parties in the selection or implementation of software, or providing investment related software information to third parties (collectively, the "Prohibited Recipients").