“Through their collective knowledge of post-trade processing and working with so many custodians and other data suppliers in the industry, the team are clearly experts when it comes to data and reconciliation workflows. Understanding our process and all the custodians we work with and the data each provides is a key advantage for us.”
Best practices for efficient data collection and audit readiness
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. Jennifer McMackin, SVP of Data Services, discusses how this can unnecessarily disrupt the normal course of business and increase risk.
Data quality under the microscope: Meeting regulatory expectations
Data quality is often seen as an operations/back office topic but the implications stretch across your business, particularly as regulatory scrutiny increases. This topic was recently discussed at our data integrity webinar, and Gresham CTO Neil Vernon explores further below.