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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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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 technolo...

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

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. Artificial intellige...

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Why Investment Managers Should Stop Managing Reconciliation Processes in Departmental Silos - Now

By Todd Sloan An investment manager’s post-trade operations environment generally evolves as the firm grows. Technology solutions are important for helping firms manage increased trade volumes, mitigate risk and lower costs. Operational efficiency is always the goal, but over time, siloed solutions used to manage a particular area of operations get in the way of reaching that goal due to...

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