The volume of data used in managing assets has grown exponentially, and so has the need to effectively manage, store, analyze, and distribute it. Attitudes have shifted, as investment managers now recognize that enterprise data is a strategic asset. Firms that take the important steps to successfully manage data stand to gain a competitive advantage.
Strong data governance improves processes, provides training, sets communication goals, implements controls, and drives agility. It assigns responsibility, creates transparency, and enables continuous improvement.
Data Operations has been supplying trusted, quality data, but now these teams need to do more. They must provide the data expertise to handle change and support data pipelines that deliver needed analytics to the enterprise.
Data delivery goals and architecture are rapidly changing to address how users interact with data. By deploying self-service analytics, firms empower users to generate their own insights and make faster, better-informed decisions.
Proper data architecture streamlines data mastering, integration, and delivery efforts. With data technology changing rapidly, today's asset managers must consider all aspects of their data architecture in order to achieve necessary agility.
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Arnie Wachs, Head of Consulting at Cutter Associates, brings extensive business and technical knowledge to the role, with over 30 years of investment management industry experience. Arnie advises clients on their strategic technology direction, data governance practices, trading platforms and practices, portfolio management tools, and operational organization, as well as data management architecture, tools, and practices. He has extensive experience working for investment management firms, financial software vendors, and consulting firms, in roles that included business analyst, developer, system architect, development management, project management, product management, sales, and executive positions. He has a deep understanding of investment management system use and design. He also leads the firm’s Technology and Architecture practice.
Prior to joining Cutter, Arnie worked for ITG, where he led the product management efforts for the development of the next-generation OEMS platform. Prior roles include Head of Equity Systems at BlackRock Solutions, Senior Product Manager at Charles River Development, and Vice President at Fidelity Investments, where he designed and developed the firm’s global trading platforms. Arnie also led efforts at State Street Global Advisors to create an enterprise-wide, cross-asset class security and benchmark master. He holds a Bachelor of Science in physics from Clarkson University.
Jason Inzer has over 20 years of experience managing data, analytics, and technology at leading investment firms. He has worked directly in the front office throughout his career, specializing in data management and data analytics for front-office applications. Jason has successfully led multiple data and digital transformation projects for large organizations and has helped firms develop a data-driven culture to optimize business processes and create new sources of value. He has a strong technical background, with in-depth knowledge of modern data platforms and tools. Prior to joining Cutter, Jason spent five years as Chief Data and Technology Officer for Sustainable Insight, an environmental, social, and governance (ESG) asset management firm, and 15 years at Deutsche Bank in roles that included Global Head of Data and Analytics of Deutsche Bank equity research and Head of Research Analytics at DWS Investments. Jason holds a bachelor of arts from The Ohio State University and a master of science in business analytics (MSBA) from NYU Stern School of Business.
