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    David Csiki

    2016 INDATA User Conference

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    Thank you to all who attended the 2016 INDATA User Conference last week! The INDATA User Conference was held at the Cosmopolitan Hotel in Las Vegas, NV. The User Conference…

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    INDATA User Conference 2016 Survey 3 Results

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    SERVICES SURVEY RESULTS Thank you for attending the 2016 INDATA User Conference Please find the results for INDATA’s Data Management Survey below.

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    INDATA User Conference 2016 Survey 2 Results

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    FRONT OFFICE SURVEY RESULTS Thank you for attending the 2016 INDATA User Conference Please find the results for INDATA’s Data Management Survey below.

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    INDATA User Conference 2016 Survey 1 Results

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    DATA MANAGEMENT SURVEY RESULTS Thank you for attending the 2016 INDATA User Conference Please find the results for INDATA’s Data Management Survey below.

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    Replace Siloed Data Management Systems Says Accenture/Greenwich Associates Survey

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    A survey this past week from Accenture and Greenwich Associates elegantly cites the challenges both the buy and the sell side are having with reference data. “Though capital-markets institutions spend…

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    SEC’s Proposed Changes to Form ADV: Time for RIAs to Prepare?

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    Good article in Institutional Investor regarding upcoming changes to form ADV. Among the salient points are that RIAs need to take stock of their reporting tech and also modify their…

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    Middle/Back Office Systems Increasingly Important for Winning Mandates

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    Great article in FundFire with the key quote being, “the distance between back and front office has shrunk.” We couldn’t agree more in terms of what we are seeing in…

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    Data Governance Needed for Effective Compliance

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    Interesting article in FundFire recently regarding compliance.   Apparently, there is between a 25% and 40% rate of error in the coding of compliance rules within the typical investment management firm.  …

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    Big Data:  Disruptive Technology?

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    While discovering new trading and investment opportunities and managing risk are some of the more lofty goals surrounding big data technology, there are much more practical applications for big data that truly relate to “conversations with clients.”

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