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Best Practices for Efficient Data Collection and Audit Readiness

By Jennifer McMackin -  Investment managers know the impact of audits and the importance of collecting and maintaining accounting, client and performance data to generate monthly audited statements for their clients. However, many firms leave data collection until year-end or find themselves suddenly responding to ad-hoc requests manually. This can unnecessarily disrupt the normal course...

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7 Key Reasons to Outsource Your Firm’s Data Aggregation

By Jennifer McMackin The financial services industry is among the most data-intensive sectors in the global economy. In our experience working with buy-side investment managers as well as solution and outsourced service providers around the world, we know that a myriad of front-, middle- and back-office processes and workflows rely heavily on efficient access to high-quality data. But ac...

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

  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 a...

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

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 receiv...

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