There has never been any greater need for Investment Management firms to optimize the management, delivery and reporting of their enterprise data. Firms are being driven to reconsider their business models and adapt architectures and IT systems to accommodate several new factors affecting the industry. All these factors, be it product innovation, the shift to passive, new regulations, raised client service expectations, or fee compression, converge on one thing - Data.
Stephen Alepa, leader of Olmstead's Client Experience and Engagement center of excellence, chaired the Client Reporting & Communications Forum at the TSAM Boston Conference on November 15. Topics included:
Olmstead sponsored the Boston Member Brief for the EDM Council on June 22, 2017. Olmstead's Scott Knous spoke about Buy Side industry trends for data standards and challenges.