Blog
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.
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
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
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...
FOUR QUESTIONS – Adam Davis of Reformis on Navigating The Politics Of Private Fund Data Operations
In this installment in our series of Q&As with leaders in the fund and fund services industry, Reformis Global Data Practice Lead Adam Davis discusses the office politics of change management. Reformis is a business and technical consultancy for investment...
Clean Data: Where Fund Administration Data Ops Fit in the Fight Against Money Laundering
When federal lawmakers passed the annual defense bill in January, they also set into motion new anti-money laundering rules designed to weed out bad players in the U.S. financial system. The legislation creates a centralized registry of corporate owners to help the...
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
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
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...