Buy Side
Enterprise data management has a fundamental role in helping buy-side institutions, such as asset managers, fund managers, private client investors, corporate pensions, hedge funds and fund accountants to improve their operational processes in response to business demands, customer expectations and regulatory constraints.
Through its work with leading buy-side institutions and advisors and the domain experience of its staff, PaceMetrics has gained a clear understanding of how EDM can help with today's challenges.
Growing pains
How do you grow your assets under management? One prerequisite is to have accurate and consistent data and clean processes in the first place. PaceMetrics makes it easier for buy-side institutions to increase the volume of assets under management, to achieve higher returns from existing portfolios and service more clients. This is achieved by delivering assured data through a process-driven EDM system which delivers accurate and timely pricing, reference, counterparty and corporate actions data.
Customer desires & regulatory demands
PaceMetrics improves customer service and regulatory compliance at the same time as reducing operational risk. We enable all data management processes to be monitored continuously to deliver complete transparency, clear audit trails and faster net asset valuations, leading to faster and more accurate customer communications and reporting. At the same time, PaceMetrics' reconciliation of internal prices with multiple external prices delivers better pricing controls.
Complexity can be easy
Buy-side institutions and their customers both have a growing interest in more complex financial products such as derivatives, exotics and structured products. While these offer new business opportunities, they also require higher quality data, fewer spreadsheets and end-to-end instrument data and pricing.
PaceMetrics' business-focused Assure solution manages and verifies all data types and instruments, including the most complex products, with ease. This is combined with rules-based data monitoring and processing to allow client managers and fund managers to deliver personalised portfolio data while reducing the time to take on new products.
Growing pains
How do you grow your assets under management? One prerequisite is to have accurate and consistent data and clean processes in the first place. PaceMetrics makes it easier for buy-side institutions to increase the volume of assets under management, to achieve higher returns from existing portfolios and service more clients. This is achieved by delivering assured data through a process-driven EDM system which delivers accurate and timely pricing, reference, counterparty and corporate actions data.
Customer desires & regulatory demands
PaceMetrics improves customer service and regulatory compliance at the same time as reducing operational risk. We enable all data management processes to be monitored continuously to deliver complete transparency, clear audit trails and faster net asset valuations, leading to faster and more accurate customer communications and reporting. At the same time, PaceMetrics' reconciliation of internal prices with multiple external prices delivers better pricing controls.
Complexity can be easy
Buy-side institutions and their customers both have a growing interest in more complex financial products such as derivatives, exotics and structured products. While these offer new business opportunities, they also require higher quality data, fewer spreadsheets and end-to-end instrument data and pricing.
PaceMetrics' business-focused Assure solution manages and verifies all data types and instruments, including the most complex products, with ease. This is combined with rules-based data monitoring and processing to allow client managers and fund managers to deliver personalised portfolio data while reducing the time to take on new products.
Assure Enterprise data management
Let's talk about our fresh approach
PaceMetrics’ Embedded Governance approach is worth exploring! So let’s talk