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, [...]
5 ways your Asset Management firm will stay ahead of the game with AI and ML
Artificial Intelligence (AI) and Machine learning (ML) may seem both a distant and even scary prospect to some, straight out [...]
Steps that forward thinking asset managers take after they’ve created a static data product master
So you have mastered your static product data - congratulations! You’re now one step ahead of your competition. What next? [...]
5 key challenges for asset managers in 2021 and beyond (and how to tackle them)
While the Covid-19 pandemic thrust asset managers into uncharted territory, they've proved themselves remarkably resilient. Faced with the prospect [...]
Introducing: The zero-effort way to prepare for SFDR
While sustainable investing isn't a new idea — the first sustainable investment fund, Pax World, launched in 1971 — [...]
6 critical software implementation mistakes that could derail your project (and how to avoid them)
While organisations are investing in technology more than ever before — Gartner expects global spending to hit $3.9 trillion [...]
The case for inter-organisational data ecosystems for asset managers
Sharing research, product information, and other data with your competitors probably isn't the first thing you'd think of when looking [...]
How to take the pain out of third party reporting
You'd think standardisation would make reporting easier. But the EMT, EPT, and all the other regulatory reporting requirements you have [...]
Document generation is broken, but there’s a fix
How much of their time do your staff spend on document generation? Hours? Days? Perhaps a week a month or [...]
A golden source of data is pointless, unless you do this…
If you're an asset manager, having a golden source — a complete, accurate, trustworthy repository of your organisation's data which [...]
Staying ahead of technology and regulation with data governance
We are fast approaching a perfect storm in asset management. From our standpoint here at Fundipedia, a data agnostic data [...]
4 challenges facing the asset management industry
The asset management industry entered 2020 with a great deal of optimism. Sadly, the trials and tribulations of this year [...]