Data Management
The Asset Management team works with players in the asset management sector (asset managers, fund administrators, family offices, asset servicers, etc.), to help them cope with the major transformations taking place in the sector, and to support them in their investment modeling (operational support), tool selection and process digitization. The team, made up of functional and technical experts in listed and unlisted asset management solutions, supports its customers from the audit & scoping phase, through the categorization of macro-needs, to the piloting & deployment of the target solution.
Issues
The exponential growth in the volume of data can be synonymous with opportunity for organizations. Data can become a powerful strategic lever for improving customer experience, innovating and optimizing processes. However, to take full advantage of this opportunity, organizations need to define & deploy a Data Management strategy.
Our support
- Definition of strategic vision and associated operational roadmap
- Data governance: define processes, roles, uses, rules and responsibilities throughout the data value chain (set up “quick wins” to ensure project buy-in).
- Enterprise Data Management or Master Data Management creation/deployment
- Data dictionary
- Data quality improvement through a specific inventory by functional area or business object
- Consulting and organization of the Data Department: definition of the target organization to be set up (Data Officer, CDO, Data Steward, etc.).
References & Achievements
- Digitization and optimization of processes for the management and visualization of data related to repositories and unlisted investments
- Review of an asset manager’s data architecture
- Design and implementation of TPT reporting format
- Steering the implementation of an MDM for third-party management
124 Bis Avenue de Villiers – 75017 Paris
Phone: +33 (0)1 42 94 09 48













