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Data Problems in Asset Management
Please take a few minutes to complete this form so that we can start mapping the problem domain. This will provide the basis of our first session
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Email
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Your email
Please Provide your Name
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Your answer
Please describe your role/job. In particular, how does data affect your interests.
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Your answer
Tell us about the last time you had a problem caused by poor or defective data? Please be specific.
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Your answer
Which areas are particularly impacted by data related issues? Tick all that apply.
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Marketing
Client Reporting
Investment Communications
Investment manager information provision
Regulatory reporting
Management oversight
Sales Reporting
Marketing Campaign Attribution
Other:
Required
Do you have problems with accuracy, completeness or timeliness of the data or content distributed by any of the following?
Morningstar
Financial Express/Fund Info/Trusnet
Refinitiv
Bloomberg
Funds Library
Other:
In your firm what is the department most unable to perform due to lack of data?
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Marketing
Client Reporting
Investment
Compliance
Regulatory reporting
Operations
Risk
Other:
If you had a magic wand what one data related problem would you fix?
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Your answer
We need you to attend 3 x 90 minute sessions to frame the initial hypothesis. Would you prefer these to be:
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Every day for 3 days
Once a week for 3 weeks
What is the most significant source of customer dissatisfaction that is data related?
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Inconsistent data
Lack of reporting capability
Speed of response to information requests
Lack of awareness of client’s extent of business with you
Lack of coordination between departments
Lack of or poor product information
Not applicable
Other:
Why might the FCA call you tomorrow?
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Failure to treat fund shareholders fairly
Failure to properly report in line with regulatory requirements
Failure to manage risk
Non-compliant promotional literature
Failure to provide value for money
Inaccurate published data about funds
Not applicable
Other:
Which suppliers could do more to provide more useful data? Tick all that apply.
Fund Accountant
Transfer Agent
Platforms
Custodian
Investment Management Platform
Market data providers
Banks
HR Systems
Depositary
Master Data Management Providers
Not applicable
Other:
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