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Data Management

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.

Four Cornerstones of Data Management

Four Cornerstone of Data Management

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.

Arnold Wachs
Principal  –  Data Management Practice Lead

Capitalize on Our Expertise

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.

CASE STUDY

Get Your Data Under Control

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.

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MEMBER RESOURCES

Data Cataloging Tools
Nov 30, 2020

This research explores how investment management firms are currently using data catalogs and their future plans for these tools. It provides descriptions of the capabilities of data cataloging tools in general, and a summary of vendors that provide metadata management.

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CutterCast: Data Management: Cutter Benchmarking Survey Results (56 min)
Sep 8, 2020

As the volume of data used in asset management has grown exponentially, so has the need to effectively manage, store, and distribute it. In this CutterCast, we share key trends and takeaways from our Data Management Benchmarking survey.

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CutterCast: Data Management: Cutter Benchmarking Survey Results
Sep 8, 2020

As the volume of data used in asset management has grown exponentially, so has the need to effectively manage, store, and distribute it. In this CutterCast, we share key trends and takeaways from our Data Management Benchmarking survey

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Data Science and Analytics for the Front Office
Jun 17, 2020

This research explores how investment management firms are using data analytics technologies to inform and streamline investment processes. It covers how firms can best organize to support data analytics, the role IT and data management play, and the skill sets and tools that can help.

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Managed Data Services
Apr 23, 2019

This research into Managed Data Services (MDS) provides an overview of the types of data management services available, the factors driving investment managers to consider them, and how firms currently use them. It includes a summary of a broad range of MDS providers and services tailored to investment management needs.

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Integrating Investment Systems
Oct 3, 2018

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.

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EXPERT PROFILE

 Shankar Subramanian

Arnold Wachs

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.

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