About a-team Marketing Services
The knowledge platform for the financial technology industry
The knowledge platform for the financial technology industry

A-Team Insight Blogs

Citisoft Says Data Management Key to Client Reporting

Subscribe to our newsletter

Investment management consulting firm Citisoft has published a white paper focusing on client reporting, and exploring the importance of data management in this context. One of its key findings is that the success of new or updated client reporting initiatives is closely related to the strength of investment managers’ data management systems.

The Citisoft report also finds that increasing investment in derivatives and structured products is impacting client reporting as it is every operational area within asset management firms. One of the report’s authors, Citisoft principal consultant Sunil Chadda, says: “The alternatives space is the fastest-moving sector in global financial markets. The reporting of these transactions can be especially complex and presents a real challenge to those managers who choose to use them.”

Subscribe to our newsletter

Related content

WEBINAR

Recorded Webinar: The challenges and potential of data marketplaces

Data is the lifeblood of capital markets. It is also a valuable commodity providing financial institutions with additional insight when gathered in an internal data marketplace, or packaged and sold externally to other institutions. While the theory is sound, the practice of setting up a data marketplace can be challenging. Internally, vast amounts of data...

BLOG

Challenges and Opportunities of Achieving a 360-Degree View of Risk

Achieving a 360-degree view of risk is a challenge, but can be achieved by taking a holistic approach to risk that embeds necessary data within a firm’s corporate structure and makes it accessible to all parts of the enterprise. Integrating data in this way enables all parts of the business to work in unison towards...

EVENT

ESG Data & Tech Briefing APAC

Join us in one of the greenest cities in the world as we bring together thought leading ESG specialists to explore how financial institutions are adapting to the evolving ESG regulatory and market infrastructure.

GUIDE

Pricing and Valuations

This special report accompanies a webinar we held a webinar on the popular topic of Pricing and Valuations, discussing issues such as transparency of pricing and how to ensure data quality. You can register here to get immediate access to the Special Report.