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4Pines CRO Michael Gull: Manual Sub Docs Are Not A Necessary Evil

4Pines CRO Michael Gull: Manual Sub Docs Are Not A Necessary Evil

4Pines Fund Services’ CRO Michael Gull recently nailed why 45-page fund subscription documents and manual data-entry are still tolerated at more funds than an outsider would imagine. “It’s just being able to be nimble and smart enough to implement the right automation...

Making the case for fund data ops, one project at a time

Making the case for fund data ops, one project at a time

When funds need to solve one specific data problem, they’re creating an opportunity to discover how data operations can deliver broader efficiencies and savings. A fund administrator was having data problems in its securities business. They reached out to data...

Get to Know Conductor. We Think You’ll Like (and Trust) It.

Get to Know Conductor. We Think You’ll Like (and Trust) It.

Charles Lyell, a 19th century Scottish polymath, once said, "Never call an accountant a credit to his profession. A good accountant is a debit to his profession." It’s hard not to respect an accounting joke that still stands up after a couple hundred years. But the...

Impact Investing Requires Fund Administration Data Ops

Impact Investing Requires Fund Administration Data Ops

Changes in finance and fund administration mean leveraging unused data with better data operations Kevin Walkup, CEO at Harmonate – Fund administration services are going through slow but inexorable upheaval. Investing is more complicated than ever. Impact investing...

Can Fund Administrators Buy Time? The Answer is Yes.

Can Fund Administrators Buy Time? The Answer is Yes.

Warren Buffett famously once said, “I can buy anything I want, basically, but I can’t buy time.” The Oracle of Omaha was right. No amount of money can add another hour to the day. But what if fund administrators could buy time for their employees and their clients?...

How Fund Administrators Know It’s Time for a New Data Solution

How Fund Administrators Know It’s Time for a New Data Solution

Fund managers are professionals at knowing when to buy and sell. Yet the question of when to invest in new data solutions continues to perplex some fund executives and their teams. It can be hard to quantify the value of a deep-learning data warehouse, or a smart...

When ‘Know Your Client’ Becomes High Maintenance Work

When ‘Know Your Client’ Becomes High Maintenance Work

If investing were a romance, Know Your Client rules would require a first date. Fund managers need to confirm the basics about their clients — name, birthday, employment status and financial situation — to make sure they are who they claim to be. That may be enough to...