Blog - AlphaCert Labs

James Milne, Head of Product at AlphaCert and Stephen Huppert, Independent Consultant and Advisor caught up to discuss the current Russia-Ukraine conflict, and what it means for the superannuation industry. In this episode, James and Stephen discuss the consequences of this invasion for superannuation funds and other institutional investors, and how they can understand their …

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Mar 13 2022March 22, 2022

What does it take to become a leader in investment data management?

Data Management, Investment Management / By AlphaCert Labs

The purpose of this post is to follow on from the content on the data management maturity model and to focus on the role of an EDM platform in helping organisations move up the data management maturity curve.

Mar 7 2022

ESG data and your RI strategy

ESG / By AlphaCert Labs

Intelligent investors know that there is more to what drives investment returns than what gets reported in financial reports. These investors understand that assets don’t thrive if they ignore environmental, social issues, corporate governance or ethical issues (something referred to as ESG). We all recognise that responsible investing (RI 1) will evolve to become more …

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Feb 22 2022February 22, 2022

Alpha Chats: IBR FundTech Conference Highlights

Data Management, Finance, Investment Management, Superannuation / By AlphaCert Labs

James Milne, Head of Product at AlphaCert and Stephen Huppert, Independent Consultant and Advisor participated as keynote speakers at the 4th annual IBR FundTech conference to discuss the importance of data management strategy. This special episode of Alpha Chats features key highlights of the pairs’ FundTech conference session. James and Stephen discuss portfolio holdings disclosure …

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Jan 24 2022January 24, 2022

Getting senior buy in to improve investment data management

Data Management, Uncategorized / By AlphaCert Labs

You might have tried our Investment Data Maturity assessment and thought to yourself that there are improvements you can make to the way your fund manages investment data. If that’s the case, you need to quickly consider getting buy-in from a senior leader within your fund. Like any project, senior or executive buy-in is an …

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Dec 7 2021December 7, 2021

Improve your management of investment data

Data Management, Uncategorized / By AlphaCert Labs

It’s a cliche to say that we live in a data driven-driven world. Our industry understands this better than most. As a result, we are grabbling with the complexity of bringing new and old systems, processes and data together. It is a truism that the more data a business has, the more complex it becomes, …

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Nov 25 2021November 25, 2021

[Video] Alpha Chats: Security

Data Management, Investment Management, Security, Superannuation / By AlphaCert Labs

James Milne, Head of Product at AlphaCert and Frank Coyle, Head of Product Development at AlphaCert caught up to discuss the wide-ranging topic of security. In this episode, James and Frank discuss information security, cybersecurity, and all the threats, impacts and mitigations around security that AlphaCert manage as an application software provider. In particular, AlphaCert’s …

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Nov 10 2021

Portfolio Compliance; putting your mind at ease.

Investment Management / By AlphaCert Labs

The risks fund businesses face aren’t going away. The forces driving complexity are here to stay and will likely increase as member expectations change, more complicated investment vehicles are introduced, and the focus regulators are placing on funds become more onerous. All this reinforces how important the Chief Risk Officer (CRO) role is becoming. Getting …

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Oct 17 2021December 16, 2021

Data consumption in focus panel- IDT Summit 2021

Data Management, Technology / By AlphaCert Labs

AlphaCert’s very own James Mines, Head of Product, participated in a panel at the recent 6th Annual IDT Summit on “Data consumption in focus: creating user-friendly delivery models”. The discussion centred on how investment data, once organised, gets distributed to and consumed by users within the business.

Aug 25 2021December 16, 2021

Superannuation Portfolio Holdings Disclosure is finally happening

Investment Management, Portfolio Holdings Disclosure / By AlphaCert Labs

The requirements Last year, global research house Morningstar found Australia has the world’s “weakest disclosure regime” and suffers from a lack of regulations mandating transparency on fees and portfolio holdings. Morningstar finds it remarkable that Australia remains the only market with no implemented portfolio holdings disclosure regime. That will soon change – finally, after the Australian …

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