Many asset managers now have some form of data governance in place, but often the real world implementation of policies and practices falls short of expectations. This CutterCast explores practices, approaches, and organizational considerations that have proven effective in rolling out data governance across a firm for maximum adoption and results.
(Note: This CutterCast is being presented at 7:00pm New York time on June 26. (8:00am Tokyo/9:00am Sydney on June 27). Please register for the event even if you are unable to attend in person. All registrants will be notified of a replay post-event.)
Mary Storrs has more than 30 years of experience in the investment management industry. She has been with Cutter Associates for more than 20 years, first as a consultant focusing on front office projects, and then with CutterResearch since its inception. Mary has authored CutterResearch reports on many topics, including trading, portfolio management, transaction cost analysis, investment research management, and market data systems. She led the Research division, and the Benchmarking team for eight years, overseeing all content development and helping members understand their capabilities compared to industry peers and best practices. She assumed leadership of Strategy in 2019 and is responsible for spearheading firm-wide management programs. Mary holds a B.S. from Boston College and an M.B.A. from Babson College.
With over 30 years of experience in the investment management industry, Arnold Wachs brings extensive business and technical knowledge to his dual role leading the Cutter Associates Consulting division, as well as the 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.
Vicki has been working in the financial services industry for more than 25 years. She joined AustralianSuper in October 2015. She is responsible for the delivery of a strategic data management solution that encompasses the sourcing and delivery of data for the management and analysis of the investment portfolio. Vicki is also responsible for ensuring there is an appropriate data governance framework operating that meets the needs of the Investment Department and oversees the management of external data relationships.
Prior to joining AustralianSuper Vicki was a Vice President at Northern Trust and played an integral role building out their middle office capability and client servicing team in Australia. In addition, Vicki has held a number of senior roles in relationship management and product development at National Australia Bank’s Asset Servicing business where she worked closely with both Super Funds and Asset Managers.
As the Manager of Investments Data for QBE Group Investments, Jwalant is responsible for ensuring the investments-related data is accurate, complete, validated, and meets the needs of all stakeholders. He is responsible for stakeholder management including establishing and maintaining relationships across the business.
Jwalant holds a Bachelor of Engineering (Computer Systems) and a Master of Quantitative Finance from The University of Technology Sydney (UTS).
As the COO of QBE Group Investments, Derek is responsible for the global investment operations of the QBE Insurance Group. He specialises in delivering technology-driven operating model solutions for investment managers, focusing on insurance and institutional funds management.
Derek holds a Bachelor of Economics from the University of New South Wales (UNSW), an MBA from the Australian Graduate School of Management (AGSM), is a CFA charter holder, and is a member of the Institute of Chartered Accountants in Australia.