Insights

Practical thinking for investment professionals

Data integration, reporting infrastructure, and data governance — written for Asset Managers, Investment Consultants, and Asset Owners.

Data Integration5 min read15 July 2026

Why Asset Managers Struggle with Consultant Data Requests — and What to Do About It

Consultant data requests are growing in volume and complexity. Most Asset Managers are still handling them manually. Here's why that's unsustainable, and what a scalable alternative looks like.

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Data Governance6 min read

Data Governance in Investment Management: Why It Matters More Than You Think

Data governance is often treated as a compliance exercise. In investment management, it's a competitive advantage — and the firms that get it right are pulling ahead.

1 July 2026Read

Asset Owners5 min read

The Asset Owner Data Problem: Why Consolidating Portfolio Data Is Harder Than It Should Be

Asset Owners allocate across multiple managers and strategies. Getting a consolidated, reliable view of the whole portfolio remains surprisingly difficult. Here's why — and what the path forward looks like.

17 June 2026Read

Data Integration4 min read

Why Technology-Agnostic Data Integration Is the Right Approach for Investment Managers

The investment management industry runs on a wide variety of systems. The best data integration approaches work with what you have — not what a vendor wants to sell you.

3 June 2026Read

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