Leveraging the Right Technology to Build a Lasting Legacy
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This Is How Asset Managers Can Conquer the Security Portion of Allocator RFIs and DDQs
Here, we provide information on maturing your security posture and offer five guidelines to help you navigate the security section of RFIs and DDQs.
An Allocator’s Guide to Asking the Right Questions About Information Security in an RFI
Asset Allocators can avoid unnecessary risk in vendor selection by following four guidelines that strengthen and streamline their firm’s due diligence activities.
Ready, Set, Scramble: How COVID-19 Is Impacting Regulatory and Institutional Due Diligence
Listen to Josh Mika, Doug Rothschild, and Mitchee Chung discuss how allocators are adjusting their investment and operational due diligence practices to the pandemic.
Commentary: The avoidable risk CIOs are unknowingly introducing into their organizations
Many institutional investors are taking security more seriously and dedicating a portion of their requests for information or requests for pricing to questions about a potential vendor's security.
AI-CIO Article - A System to Help Asset Allocators Adapt to Remote Working
Learn how ERS Texas (alongside other asset owner clients) has managed to maintain business continuity in these uncertain times.
E-Book: Key Reports Investment Teams Can Deliver to Their CIO
Every minute matters. That is our mantra at Backstop, which is why we make it our mission to simplify the complex: empowering our clients to operate efficiently, invest intelligently, and communicate effectively. To learn more, download our new Key Reports E-Book!
Year In Review 2019
We started 2019 on the heels of securing a $20 million financing round and announcing our acquisition of a leading data provider for institutional investors, BarclayHedge, in late December 2018. To learn how we put that funding to use for our clients, download our new Year In Review report!
From CIO to CIO: 9 LESSONS CHIEF INVESTMENT OFFICERS CAN LEARN FROM CHIEF INFORMATION OFFICERS
Institutional CIOs are increasingly finding themselves leaders for implementing new systems and technologies, an uncomfortable position for investment professionals without an IT or technology background. Here are 9 lessons that Chief Information Officers have for CIOs when undertaking digital transformations.
Decision-Making in the Age of Imperfect Data
Learn about the issues that imperfect data causes, and how our panel of institutional investors addresses those issues, including their strategies for consolidating this data and using it to drive actionable insights into their portfolios.
Have you heard from software vendors that there is a particular best practice for an investment process and that's why you are having to force-fit your processes into your technology? After working with more than 800 clients in the institutional and alternative investment industry for the past 15 years, we've found that there is no such thing as a single best practice for any business process. That's why it's imperative to choose configurable software that will conform to your business processes, not the other way around.
HOW TO UNLOCK SIX INSIGHTS YOUR DATA STRATEGY COULD BE HIDING FROM YOU
Learn how to unlock important new insights into your performance by marrying quantitative portfolio metrics with qualitative data.
Sum of All Fears
Investment offices often engage in theoretical exercises about scenarios that could hurt their portfolios. These stress tests focus on probable market scenarios, such as 10-year rates or inflation/oil spiking. But very few consider operational failures. This paper attempts to remedy this lack.
Top Time Wasters for Institutional Investors
More and more institutions have taken their investment responsibilities in-house over the last several years. With insourcing, however, comes new challenges: the inefficiencies in research management, operational due diligence, and portfolio management that occur with an understaffed team. This e-book takes a look at the top time wasters institutional investment professionals face, as well as the potential technology solutions that can help overcome them.
Here’s Your Gdpr Survival Guide.
If GDPR seems daunting, you’re not alone. Backstop Solutions has created a GDPR Survival Guide especially for the alternative investment industry. This e-book provides a step-by-step plan to managing your GDPR compliance, and provides criteria for how to select technology vendors who can partner with you to help you do so. Download our free GDPR Survival Guide now.