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

Research Affiliates Selects Asset Control’s AC Invest Data Management Solution for Business Users

Subscribe to our newsletter

Research Affiliates, an investment management firm based in Newport Beach, California, has chosen Asset Control’s AC Invest data management solution to underpin its data management operations.

Research Affiliates required a data management system that could expand along with its growing roster of products and affiliates around the world. The new system must allow them to continue to deliver what they are best known for: innovative solutions for asset allocation and the Research Affiliates Fundamental Index methodology, an alternative to traditional capitalisation weighted market indexes that is based on the size of a company’s economic footprint, not its market price.

To design and implement its strategies, the firm requires data that span the globe and every asset class. The firm also wanted the ability to identify and override incorrect historical data using exception workflows and create a clear audit trail of every change. The enhanced data control will give Research Affiliates a competitive advantage in researching, testing, building, and maintaining its investment models and will ultimately help improve client and affiliate service levels.

Katrina Sherrerd, chief operating officer of Research Affiliates, said, “We are a research-intensive firm handling large amounts of financial data from around the world. We needed a solution that helps organise and manage this vast volume of data which are critical to our investment models. A solution now exists that allows us to identify problems in the data and correct them in an intelligent and auditable way. That is what AC Invest does – it gives us significantly better visibility into, and control of, our data. When you are building portfolios of the scope and size that we do, this is a huge advantage.”

Phil Lynch, president and chief executive officer at Asset Control, said, “AC Invest was designed with the business user in mind as well as affording firms fast implementation and low cost of ownership. AC Invest enables firms to quickly and cost-effectively get the correct data into their business by using a standard product framework for centralising business knowledge and giving non-technical business users the tools they need to define the process, content and structure of data.”

Subscribe to our newsletter

Related content

WEBINAR

Recorded Webinar: Cross-Regulation Data Consistency and Accuracy

Regulatory reporting obligations continue to expand, bringing with them more overlaps of data elements across reporting regimes. As many firms struggle with the accuracy and completeness of individual reporting obligations, regulators have increasingly begun to focus on cross-regulation data consistency in their data validations and examination processes. This webinar will identify cases of data overlap...

BLOG

How to Harness the Value of Cloud for Scale and Agility

As financial services firms recognise the value of data and benefits of data-led processes, many are undergoing digital transformations that put data at the heart of their operations and decision making. For most, this is providing competitive edge as data, and the insights it brings, enrich decisions and improve productivity – but not all digital...

EVENT

TradingTech Summit London

Now in its 12th year the TradingTech Summit London brings together the European trading technology capital markets industry, to explore how trading firms are innovating in today’s cloud and digital based environment to create flexible, scalable trading platforms to support speed to market and business agility.

GUIDE

MiFID II Handbook – Second Edition

With the compliance deadline for Markets in Financial Instruments Directive II (MiFID II) just over two months away, A-Team Group has updated its MiFID II handbook to bring you the latest details on the regulation’s compliance requirements. Version 2 of the handbook, commissioned by Thomson Reuters, also includes new sections covering data sourcing and data...