9 Responses to Mastering Investment Product Data

  1. [...] For question #1 “Do you have a formal data quality management process for client-facing data?” the results were really encouraging, with 58% indicating that YES they did have a formal data quality management process for client facing data – I say this is encouraging because not too long ago the core and sometimes sole focus of data governance programs was on the foundational layers of the EDM process in the middle-office  i.e. security and reference master projects, trade reconciliation, shadow accounting, and so forth – now the focus is clearly switching to include the data that asset managers are pushing into the public domain, the data that describes their own products and which is used to market, sell and position their products to the investor community – the Investment Product Master. [...]

  2. [...] the drivers within your firm that led to the decision  to apply governance to your client-facing investment product data - and ideally, you will have worked with your stakeholders to construct a simple vision statement [...]

  3. [...] is part 5 of a series of blogs on setting up a governance program for effective management of investment product data - in this blog I will briefly consider the importance of policies and [...]

  4. [...] part 6 of a series of blogs on setting up a governance program for the effective management of investment product data - in this blog I will briefly consider the importance of process and procedure [...]

  5. [...] part 7 of a series of blogs on setting up a governance program for the effective management of investment product data - in this blog I will briefly consider the importance of developing a master data plan [...]

  6. [...] part 8 of a series of blogs on setting up a governance program for the effective management of investment product data - in this blog I will explain why building and maintaining a data dictionary is probably one of [...]

  7. [...] post in a series of blogs on setting up a governance program for the effective management of investment product data, in this blog I will explore the importance of technology [...]

  8. [...] post in a series of blogs on setting up a governance program for the effective management of investment product data, in this blog I will wrap up the series with a discussion on how to move your governance program [...]

  9. […] my long-held view that the reason we focus so heavily on applying good governance to client facing investment product data is because data is the oil in the distribution engine for many investment managers – feed the […]

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