The Essential Link Between Reconciliation and Golden Source Data
By Todd Sloan Investment managers maintain multiple copies of the same data throughout their post-trade environment often relying on manual activities to distribute and reconcile internal data movement. As more investment managers embrace the use of a central data repository to store important investment accounting and client-related information, it is increasingly important for reconcil...
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...
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...
Two Major Data Challenges Buy-Side Investment Managers Still Face – And What They Can Do About It
By Jennifer McMackin Many investment managers’ trade reconciliation and other post-trade processes are still burdened with the inefficiencies of collecting, normalizing and validating data from third-party sources. A typical investment management firm receives numerous data feeds on securities, positions and transactions. This creates more work for operations teams to manage data and mai...
