For the past two decades or so, digitalisation has been a both unstoppable and exponential trend across the entire financial industry, which has consequently led to a dramatic increase in data production and needs across the entire investment management value chain. Data management has therefore become a critical and strategic focus for buy-side companies, that need to build up their data management set-up if they are to operate efficiently and transparently.

This white paper explores the various factors and approaches that may improve investment professionals’ data management and operational organisations and, ultimately, proposes models that could be suitable for a wide range of financial institutions.