AlphaCert Labs

The ESG factor: how can investment managers effectively source and integrate these metrics

Investors are under growing pressure to factor Environment, Social and Governance (ESG) into their investment decisions, requiring a broad and complex set of metrics. As ESG reporting continues to evolve, what can investment managers do to respond? What is ESG and why is it growing in prominence? Increasingly three central factors that make up the …

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Why reporting is simply a nut you have to crack in investment management

How can you make it easier? Reporting is an increasingly critical issue in the investment management sector, particularly given the still-evolving implications of the Australian Royal Commission. Whatever the requirements that emerge, it’s clear that investment management firms will need to pay heed to the Commission’s desire for the sector to improve the quality of …

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Mitigating spreadsheet risk in investment management

According to a global expert on the subject, businesses are being left behind when it comes to data analytics, which means they’re missing out on growth opportunities and struggling with compliance issues. In this article, BDO’s Global Head of Audit and Accounting emphasises that local companies need to: ‘’ . . . get ahead of …

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New collaboration brings enriched market data onto a new platform

Bringing together two world-leading platforms for investment data management and market data provision After a large Australian customer signed up Refinitiv for market data, Refinitiv and AlphaCert agreed to work together to bring Refinitiv’s enriched data sets on to a purpose-built AlphaCert package installation. Refinitiv provides market data to investment managers in order to enrich …

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Not casting pearls before swine: How to get quality performance and attribution data through Ortec PEARL

Performance and attribution data is the key to any investment management operation, but how do you ensure that information is readily and reliably available to those who need it? How do you cast those PEARLs of performance data before those who will appreciate it? Performance and attribution is the process of measuring and attributing investment …

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AlphaCert has taken the equivalent of 70 years of product development – it has always been about the data

World-leading investment management systems require integration capability as data grows in strategic importance Investment management is a dynamic industry and the growing importance of data is driving a seismic shift in the way funds are operated. Those funds that continue to rely on multiple spreadsheets with no integration to a single source of truth risk …

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Leaving money on the table: plugging efficiency leakage in the management of investment data

Earlier this year AlphaCert attended the annual Investment Operations conference, and one interesting concept being discussed was ‘efficiency leakage’, particularly in relation to operational effectiveness in the industry. What does this mean in terms of managing investment data, and what can you do to mitigate against it? Leakage happens when people are manually assembling data, …

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Data management key to riding the wave of super fund mergers

A key feature of the Australian market is a number of small and medium-sized superannuation funds. There’s increasing regulatory and market pressure on funds to generate returns, which in turn becomes more difficult as they don’t have the scale and resources of much larger funds, but do have the same regulatory and governance overheads. That …

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Science of investment data management explored

Innovative application of technology not just for giant funds say experts A fascinating paper on applying data science to investment management was recently published in the Journal of Portfolio Management. ‘’Improving Investment Operations through Data Science: A Case Study of Innovation in Valuation,’’ by Dr Arthur Guimaraes, Dr Ashby Monk and Dr Sidney Porter looked …

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AlphaCert’s new COO to drive rapid expansion

AlphaCert welcomes on board Scott Taylor, a seasoned exec to drive growth Our new Chief Operating Officer, Scott Taylor, is part of AlphaCert’s significant expansion into large investment managers through Australasia and further afield. Having proven our technology with organisations like AustralianSuper, our ambition is to accelerate growth, and that’s where Scott comes in. Scott …

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