Modern approaches to data for asset managers

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Simon will explore how asset managers are using modern processes and systems to put data governance on autopilot, allowing them to remain focussed on their core services.
Topics include:
  • How to align your data projects for successful outcomes
  • The benefits of efficient data management
  • Leveraging control models to automate data governance
  • Integrating internal and external data sources
  • Ensuring that your data across the market is consistent and accurate using automated reconciliation
  • Using workflow to optimise your fund and share class launch processes

The European ESG Template – what you need to know

Fund flows towards ESG related products continue to grow faster than their traditional counterparts. With this trend set to continue, and with the SFDR level 2 disclosures effective from 1 January 2023, coupled with the requirement for suitability assessments to include sustainability preferences, manufacturers will be focussing on ensuring that distributors receive information that allow their products to be understood. Accessibility and transparency of information will be key, but will the EET achieve this?

ESG experts Graeme Devlin and Simba Mamboininga will discuss:

  • Why EET matters
  • Key dates you must consider and have in your diary
  • A breakdown of the EET content
  • How to jump start your journey to deliver effective EET reporting
  • How they help their clients deliver EET


Register here to secure your space at the event:

Your speakers

Simon Swords is the Managing Director of Fundipedia. A data management platform used by leading global asset managers to maintain a trustworthy source of data. Since launching in 2007 Fundipedia is now leading the way in providing solutions and consultancy to asset managers to enable them to

Graeme Devlin and Simba Mamboininga are both co-founders and Managing Partners at Devlin Mambo LLP, the investment consultancy, assisting investment managers to meet their goals through interpretation of the investment environment. Devlin Mambo has been helping investment managers deliver effective ESG frameworks that considers their clients, products, and their governance. They have an in-depth understanding of data issues, also informed by their extensive research on the ESG ecosystem.