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Let’s Clear Up Some Misconceptions about ETLs

Let’s Clear Up Some Misconceptions about ETLs

A fund administrator can have plenty of reasons to postpone investing in automated data operations. But delaying the adoption of this new technology is shortsighted if your firm wants to remain viable in the future. Here are some common objections asset managers have...

Five Books Fund Administrators Should Read

Five Books Fund Administrators Should Read

Last week, Harmonate’s Kevin Walkup grabbed a chance to ask Reid Thomas of JTC Group’s NES Financial about books that inspire him. This came at the end of an intriguing discussion of impact investing and specialty financial administration. Check out the full webcast...

How CFOs Find Growth On The Frontlines

How CFOs Find Growth On The Frontlines

The best chief financial officers both at the private capital level, and within private equity portfolio companies, are spending more time in the trenches this year. And they’ll need to maintain that frontline stance next year and beyond. Data will be the key. Basics...

Who Will Be The Netflix Of Fund Administration?

Who Will Be The Netflix Of Fund Administration?

Kevin Walkup, CEO at Harmonate - When I meet with fund services executives, and they ask about data operations, it reminds me of my first meeting with Netflix executives in 2007. My experience has been that people who ask about data operations are people who define...

Have You Embraced The Death Of Fees As We Know Them?

Have You Embraced The Death Of Fees As We Know Them?

Fees aren’t coming back. Margins aren’t rising. The competition that brought them down isn’t going anywhere. In data operations for funds, the trick now is learning to evolve and adapt to the new normal. That task is doable. It’s also vital. The breakout leaders of...