What’s new to the European ESG Template (EET) Version 1.1.1
The European ESG Template (EET) was first released in April 2022 to help financial market participants to comply with European [...]
How to ensure digital transformation succeeds with our proven DATA framework
While the success or failure of a digital transformation project typically becomes apparent only at adoption stage, the warning [...]
Ready for takeoff: How to take the effort out of launching new funds
When you're launching a new fund, timing is critical. But despite the meticulous planning that goes into validating the [...]
Why smart asset managers are partnering with specialist fintechs
To expand data capabilities — and 95% of asset managers think this will be critical to their survival moving [...]
The FCA Consumer Duty – Improving how firms serve their customers
Just over a month ago, the FCA published their final guidance on the upcoming rules that comprise their new [...]
Why asset managers need a robust data management strategy in 2022
Is your asset management firm's data management strategy on solid ground? With efficient, effective, and, most importantly, digital-first data [...]
5 compelling reasons to choose Fundipedia for your data management needs
Looking to invest in technology that will simplify your operations and help your asset management firm become more data-driven? [...]
TSAM Digital Interview with Simon Swords
https://vimeo.com/713717683 Fundipedia is a proud sponsor of TSAM London 2022, taking place on 16th June in Houndsditch. This [...]
What are asset managers’ real data challenges? Hard-won lessons from 15 years in the industry
Ask any asset manager what their biggest data challenges are, and we're willing to bet outdated technology will be [...]
5 data management lessons asset managers can learn from Amazon
When most people think of Amazon, they think of being able to order just about anything from their phone [...]
Aligning your data to meet upcoming EET reporting challenges
Version 1 of the European ESG Template (EET) was released by The FinDatEx group on 14th March 2022. It [...]
Basic ESG and SFDR terms all Money Managers need to know
The SFDR was introduced by the European Commission, alongside the Taxonomy Regulation and the Low Carbon Benchmarks Regulation, as part [...]
The future of intelligent machines and investment management
Technology will continue to play a critical role as the challenges facing the financial industry intensify. Such challenges may include [...]
9 ESSENTIALS to gain a competitive advantage for your Wealth Management Firm
According to a cross-industry research by Accenture, over 80% of Asset Management companies don’t have enterprise-wide Master Data Management (MDM). [...]
8 pain points manual reconciliation brings to the table
In seeking to meet and overcome the challenges Investment Managers face in the wake of soaring trade volumes, increasingly complex [...]
Summary of the FCA’s 2021/22 Business Plan and what it means for asset managers
The Financial Conduct Authority has been publishing its annual business plan for close to a decade. But this year's plan, [...]
7 Risks and Lessons learned when implementing a 3rd party Product Master Data Management Platform
Fundipedia is a product data management platform built in partnership with, and delivered to the asset management industry. We work [...]
5 Competitive Boosters of an Automated Reconciliation System
Reconciliation is often overlooked and undervalued by firms. Done right, reconciliation can help you avoid regulatory risks, make informed decisions, [...]