Maximize the Power of Data in Your Research Process

By | Blog | No Comments
One of the most significant contributions that technology has provided to the investment research process has been making data easily available to everyone. Fundamentally, the data of today is massive in volume and largely different from traditional data sets in its core characteristics. Overtime, the availability and consumption of data has vastly improved from speed of delivery, storage and overall control of data to the ability to build complex and computationally intensive analytics on top of it. However, what has not improved is the number of analysts trying to consume data in order to derive meaningful insights. This contradiction has resulted in a new phenomenon that we like to call “information deluge.”

Read More

Data Will Drive the Future, so We Must get Its Governance Right

By | Blog | No Comments

Why is Data so Critical?

Data is essential to the operational success of any financial institution. The importance of data has never been greater due to the firms and people who rely on it to make key business decisions. The rising popularity of algorithmic trading, machine learning and artificial intelligence has only further fueled the power of data. With power comes great responsibility, and the need to protect, control and maintain data is essential for firms to succeed with proper data management.

Read More

Valuable Insights on CPO-PQR Reporting

By | Blog | No Comments

Commodity  Pool Operators (CPOs) are required to file information regarding their firm and pools operations as mandated by the Commodities and Futures Trading Commission (CFTC) and the National Futures Association (NFA).

The size of the CPO determines whether filing is required by the CFTC or NFA and Form CPO-PQR is a single filing to accommodate both regulators.

This filing requires CPOs to provide manager, portfolio, performance and risk information about their funds which includes investment strategy, asset classes, risk metrics, collateral, counterparty credit exposure and many more aspects of operating the pool

Read More

Have to Allocate Expenses and Reallocate Later? You’re Not Alone

By | Blog | No Comments

A small number of funds have the luxury of a simple and straightforward expense allocation process and execution model that requires little to no oversight. Most of the clients that we have worked with have complex allocation policies and business cases that require a lot of supporting data sets. As a result, managers face the grueling process of determining the accurate allocation and an equally demanding vendor payment process.

Read More