Enterprise Data Management (EDM)

What steps are buy-side firms taking to integrate ESG data into their investment processes? How are they addressing the requirements of SFDR? And what are their other data, ops and technology priorities for 2023?

Based on a survey of 100 senior ops professionals at asset managers, hedge funds, pension funds and sovereign wealth funds in Europe, this white paper provides insights into how the buy-side is getting to grips with ESG, including the data management challenges, as well as harnessing the potential of machine learning (ML), artificial intelligence (AI) and big data analytics as part of their wider change programs.

The paper includes commentary from operations leaders at:

• Principal Global Investors
• Nikko Asset Management Group
• PFA Asset Management
• S&P Global Market Intelligence

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Cloud-based technology is continuing to reshape the data management landscape. As data volumes increase, users are demanding flexible, scalable processes that enable them to leverage a wider variety of sources, uncover new insights and confidently make decisions that will drive the business forward.

There are many ways in which the cloud can be used to support data management. Over time, significant differences have emerged between the cloud-based deployment models offered by various providers in this space. These differences have important implications for flexibility, scalability, functionality, security and user experience.

In this white paper:

• We provide an overview of the evolution of cloud-based technology in the data management space
• We define and assess the benefits of the most commonly used deployment models, including hosting, managed services, software-as-a-service (SaaS) and data-as-a-service (DaaS)
• We set out our own vision for the future of our EDM Suite based on the SaaS model
• We explain the journey we have embarked on to deliver increased value for our clients, including the end business user
• And we offer a checklist to assess whether your data management solution really lives up to the full potential of SaaS.

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Read the latest research into data management's role in supporting digital transformation in the maritime and shipping industry

Digitalization is driving many changes in the maritime and shipping industry, including new business models, evolving digital ecosystems and increased customer expectations. As companies adapt to this new environment, do they have the data management capabilities needed to deliver on their digital strategies?

Industry analysts IDC conducted a global survey of maritime and shipping companies (including shippers, vessel owners and operators, cargo owners, terminal operators and port authorities) to understand the approaches they are taking to build the necessary data management foundations; the progress they have made to date; and the remaining challenges.

Complete with analysis and recommendations from IDC, this white paper covers a range of topics including:

• Making data an asset that delivers actionable insights and drives the business forward
• Harnessing the efficiencies of workflow automation
• Extracting value from growing data volumes in the digital world
• Solving engrained data challenges, including poor data quality
• Leveraging the potential of the cloud and managed services
• Managing multiple data sources and the role of master data management
• And more

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Read the latest research into data management's role in driving digital transformation in the upstream industry

Digital transformation is top of mind for E&P companies as they navigate unprecedented volatility and position themselves for success in the future. But do they have the data management capabilities needed to deliver on their digital strategies?

Industry analysts IDC conducted a global survey of 100 E&P professionals to understand the approaches they are taking to build the necessary data management foundations; the progress they have made to date; and the remaining challenges. Complete with analysis and recommendations from IDC, this white paper covers a range of topics including:

• Data management investment priorities for 2020/1
• The emergence of "Data Survivors" and "Data Thrivers"
• Workflow automation
• Data quality and growth by type
• Cloud adoption
• The use of smart search applications powered by AI and machine learning
• And more

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New regulatory/accounting requirements, changing customer expectations and a competitive market are leading many insurance companies to re-evaluate their approach to data management and assess whether they can derive more value from the data that is available to them.

Industry analysts IDC conducted a global survey of 125 insurance professionals (including representatives from life, auto, health, casualty, property and marine insurers) to understand which data projects they are prioritizing; the hurdles they face; and the solutions they have found.

Complete with analysis and recommendations from IDC, this white paper covers a range of topics including:

• Emerging data-fueled use cases (such as intelligent regulatory reporting, intelligent customer onboarding and intelligent underwriting)
• Preparations for IFRS 17
• Risk pricing and mitigation
• The role of the cloud and managed services
• Data management priorities for 2021
• And more

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Find out which data management projects buy-side firms are prioritizing in 2020 and beyond, and how they are extracting value from their data.

In this white paper, WBR Insights presents the results of research into the data management practices and plans of buy-side firms with $10-100bn in assets under management. Based on interviews with practitioners in North America and Europe, the paper highlights changing attitudes towards the cloud and managed services; increasing interest in data warehousing; and varying levels of executive buy-in. Presented here with in-depth analysis, the other topics covered include:

• Data management as an engine for growth
• Drivers of data management projects, including M&A activity
• Planned funding for data management projects
• Automation of data processes
• Data quality challenges by data type
• Transparency and data lineage
• And more

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After leveraging S&P Global's Enterprise Data Management (EDM) platform as an on-prem solution for several years, McKinley Capital Management, LLC, chose to move to the cloud-based managed service deployment model. Based on interviews with the McKinley team, this case study outlines why the firm chose to migrate to the managed service, the steps involved and the benefits experienced since going live.

• How the managed service migration was completed in just three months
• How total cost of ownership has been reduced by moving to the EDM managed service
• How resources have been redeployed to support innovation and strategic projects
• How upgrades have been streamlined
• How McKinley's use of EDM has evolved over time
• And more

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• EDM has enabled Mirabaud's SRI-ESG team to work efficiently with 5,500 data fields covering 30,000 securities and 300 countries
• The SRI-ESG solution was delivered in less than two months
• A reference table has been created to enhance usability by highlighting the 500 most important data fields
• Pivoting functionality has been added to makes it easier to digest data that comes in a vertical format
• The firm now plans to plug the SRI-ESG data into its order management system and reporting tools

Allianz Global Investors had a number of disparate local product data systems, which were largely siloed and disconnected. As a result, quickly obtaining an accurate view of its products and investment strategies across the globe was challenging. AllianzGI knew it would be able to extract valuable information in near real time if it consolidated its product and investment data. In order to achieve this goal, it implemented the EDM data management platform.

This case study reveals how:

• Users at AllianzGI have gained valuable insights for the development and lifecycle management of investment strategies and products
• Regional data management processes have been consolidated into a unified global solution
• There are now over 600 harmonized data attributes in use globally at AllianzGI, replacing the more than 500 attributes that had been used in each region
• EDM's in-built, off-the-shelf rules were used to accelerate the implementation
• The project was led by a close-knit, co-located team including both business and IT resources

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Principal Global Investors embarked upon an overall data governance initiative across multiple time zones and systems to realize the full value of its data. The successful implementation of EDM from S&P Global means the firm now has access to higher quality data with a single golden copy across all aspects of data, enabling quick resolution of discrepancies. Its data management team can now quickly and easily create basic rules around its data without relying on IT.

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Newton Investment Management needed a data management platform to manage over 600 indices across its systems to satisfy a dynamic investment team. EDM from S&P Global satisfied a key remit to empower users to manage, manipulate and distribute cleansed audited data to core investment management systems The firm has used EDM as the foundation for new system implementations since 2003 with minimal support.

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