Smart Reconciliation and What’s Next for Buy-Side Investment Managers

February 16, 2021

 

A Q&A discussion with Electra’s SVP of Client Services, Paul Chung

How can buy-side investment managers best leverage technology to build a smart and collaborative reconciliation function in the face of unprecedented market volatility and volume? Electra’s Paul Chung explains the increasing importance of reconciliation to reduce risk and improve overall operations, and the technology and outsourcing capabilities that are positioning buy-side firms to conquer the next big operations challenges.

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Investment Managers, investment operations, buy-side, investment management, post-trade operations, data aggregation, reconciliation technology, smart reconciliation, outsourcing

How Electra Managed Services Helps Asset Managers Streamline Operations in Challenging Market Environments

January 19, 2021

By Paul Chung and Jennifer McMackin

In the strains of operating remotely during an uncertain economic environment coupled with high market volatility and more stringent regulations, it becomes even more critical for investment operations managers to have automated and streamlined processes. High volumes of transactions and data is the new norm. The front lines of the industry have received plenty of expert advice to help firms address ongoing concerns of endowments, pension plans and other clients.

But how much attention has been paid to the back office and the important role it plays to support client interactions while also mitigating operational and compliance risk? How resilient will firms’ post-trade operations remain in remote work environments? Should firms outsource key parts of their reconciliation process to reduce the risk of multiple points of failure?

In recent years, and especially now, the asset management community is adopting Electra’s managed services for reconciliation and data aggregation. Here’s why.

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investment operations, buy-side, best reconciliation solution, investment management, managed services, post-trade operations, data aggregation, back office, reconciliation services

Why Intelligence Augmentation is the Buy-Side’s AI Answer to Solving Persistent Reconciliation Challenges

August 31, 2020

By Todd Sloan

Practical artificial intelligence (AI) use cases and applications in buy-side reconciliation and post-trade operations are prevalent, yet many have yielded uneven and questionable results. AI can go only so far to autonomously solve the operational problems investment management firms face. The solution? An intelligence augmentation (IA) approach to AI.

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Electra Blog Posts, Buy-Side Technology, Operations Management, Electra Information Systems, reconciliation, Hedge Funds, Investment Firms, Investment Managers, machine learning, buy-side, artificial intelligence, post-trade operations, intelligence augmentation

The Security Illusion in the Face of COVID-19

April 15, 2020

By Scott Rhodes and Todd Sloan

When we think about the transition from office worker to home worker, we think first about IT security: “lock it down!” Unfortunately, that mantra misses the big picture. McKinsey & Company says the most valuable asset of a firm is its people, and it is the operations-intensive environment of investment management reconciliation that underscores this sentiment. The role of skilled people and automation at the center of mission-critical, post-trade processes is apparent from both the standpoint of security and business continuity to eliminate single or multiple points of failure. That means not only protecting the business from being harmed by others; it also means ensuring business operations remain robust and efficient.

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reconciliation, investment operations, buy-side, COVID-19, investment management, managed services, remote workers

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Tammy L. Johnson, Globeflex Capital L.P.
We’ve now been a client for over 11 years and the relationship remains strong. Electra keeps us well informed, continuously innovating and adding functionality. Electra provides information on the latest versions which allows us to take advantage of the latest enhancements as our business requirements change and evolve.
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