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.
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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.
6 Portfolio Insights You're Missing with an Underoptimized Data Strategy
Successful investing depends on turning data into insights. As institutional investment professionals, you have plenty of data: it flows in from custodians, service providers, internal and external research, market news, and a hundred other disparate sources. But are you making the most of the data and using it to generate actionable portfolio insights?
Should You Build vs. Buy Software?
There are 4 questions financial services firms should ask when making the Build vs. Buy decision. If you find yourself facing this fork in the road, there are 4 strategic questions that you would do well to ask and answer to guide your next steps. Learn what those 4 questions are, and how their answers might change your firm's software strategy, in this complimentary white paper.
True Cloud vs. Fake Cloud: Why It Matters
Businesses of all kinds are “moving to the cloud” these days. But not all clouds are created equal - in fact, some of them are brazenly masquerading as "cloud-based" solutions when in truth, they're really "fake." Our infographic provides a framework that can help you "look under the hood" to determine if a vendor touting their cloud software is a true cloud offering, a fake, or somewhere in between.
Performance Analysis of a Multi-Asset Class Portfolio
Are you tracking performance and attribution with the rigor necessary to accurately measure success? Comprehensive and accurate analysis, measurement, and optimization of the multi-asset class portfolio demands a detailed and quantifiable approach. Our new white paper discusses the issue in depth.
Valuation Timing for Alternative Investments
Are you managing differences in valuation timing as effectively and consistently as you could be? The variations in valuation timings present an ongoing challenge. A rigorous set of standards, shared across the organization is a key to managing those variations effectively and efficiently.
Visualizing the Family Office
The family office has evolved. Most now involve multiple entities, intricate layers, and byzantine ownership structures. This new normal requires management solutions that ensure clarity and accuracy across all stakeholders. Our recently released white paper examines the unique challenges posed by the family office today.
Every Institutional Operations Team Needs to Be Better at Benchmarking Private Equity Investments.
The better the quality and reliability of the information coming out of an Institution's Operations group, the more liberated the investment and management teams are to do what they do best: synthesize information and make decisions. For these reasons, it’s not an exaggeration to say that the performance of an investing organization hinges on its Operations team’s facility at benchmarking. Our white paper lays out the case for why a Public Market Equivalent element is essential to developing an accurate, defensible relative performance assessment of any Private Equity investment.
These 6 Investment Research Silos Are Crippling Institutional Investment Firms
Instead of flowing freely across an organization, data is restricted within silos. This results in vital facts being buried and important connections being missed. Download our white paper to find out which 6 information silos are the most dangerous for institutional investors, and what you can do to optimize the situation.
Building a Repeatable, Predictable, & Sustainable Capital Raising & Investor Retention Machine
Chances are, every alternative asset manager can claim to have a repeatable, predictable, and sustainable strategy for generating superior returns. However, it is unlikely that alternative asset management firms are applying the same discipline to their capital raising and retention efforts. Read out white paper to find out why focusing on business processes is crucial, as well as what the 4 critical components of building a repeatable, predictable, and sustainable capital-raising and retention machine are.
Still Managing Billions in Spreadsheets & Static Systems?
If you’re still using Excel spreadsheets, Dropbox, Word Documents, or OneDrive to manage your data, you need to read this white paper. You’ll learn the 5 areas in which you’ll feel the sting of static systems. Alternative investment firms have increased fiduciary responsibilities in the wake of the 2008 financial crisis. To ensure investor satisfaction, regulatory compliance, operational efficiency, and solid decision-making, alternative investment firms need to make the move from relying on static documentation to practicing systematic data management.
Scaling up to $1 Billion and Beyond: What Institutional Investors Expect
Your fund has posted solid returns. You are fully staffed with great analysts. You've invested in IT infrastructure, systems, and applications. But are you "institutional-ready?" Download this white paper to learn what institutional investors today expect from alternative investment managers.