For Your Interest…

A blog about software, technology and efficiency

Foundation of data management in asset management firms

Data serves as the nerve center for asset management firms. The securities pricing data, ratings, corporate actions data, NAV etc. are mission critical for asset managers to make the right investment decisions. The compliance team, on the other hand is in need of effective data management to file compliance on time, and avoid penalties.

Most asset management firms incur costs by purchasing data from third-party vendors like Bloomberg, Factset, Rimes, Fitch etc. However, they find it extremely challenging to manage this data, and often fail to leverage it, as this data is unstructured from a holistic perspective.

In the end, asset managers are forced to analyze this unstructured (or semi-structured, in some cases) data and make investment decisions with great difficulty, while the compliance team is forced to file compliance in the nick of time.

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Topics: finance, Centralized Data Repository

Are robots taking over asset management?

Don’t believe the hype. Asset managers aren’t under the control of artificial intelligence (yet). But many shops currently engaged in "data science" programs are motivated by the same fear; that every other manager out there is secretly building the next-generation of robot, capable of making faster, more accurate predictions about the market than any human.

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Topics: finance, Data Science for alpha generation, Automated investments

The Quest for Real-Time Data from Aerospace Suppliers

Aerospace firms would benefit enormously if their suppliers shared process capability data from their lines. But first, you will have to overcome a supplier’s reluctance to share data from their equipment. The key to doing so is conveying the benefits for both parties, such as an enhanced relationship and being able to identify issues as early in the process as possible, which reduces costs for all parties.

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Topics: Process Measures, Aerospace ToolsQA, Aerospace Supplier Performance, Cost of Quality, Change Management, Supply Chain Transparency, Aerospace SQC

Better Data Governance for Aerospace and Defense Firms

Aerospace and defense firms generate an overwhelming amount of data, which is stored both internally and externally. With the sheer volume of data only increasing, the procurement and supply chain function is no exception in looking toward advanced analytics and business intelligence to better leverage their mountain of data. 

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Topics: aerospace

Aerospace Supplier Audits:  Striving for Zero Defects

Supplier Audits.jpg

The late Philip Crosby argued that the performance standard that defines total quality is zero defects, which he defined as conformance to requirements.  Taguchi further argues that any deviation from a target value carries with it some level of opportunity loss due to scrap, rework, and dissatisfied customers.  We can operationalize the pursuit of zero defects, however defined, in several important ways.  Each recognizes the importance of eliminating product and process variability.

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Topics: Improve supply chain visibility, aerospace, Supplier Certification

Aerospace Supplier Certification

Supplier Certification.jpg

 In the aerospace industry, nothing is more important than product quality and compliance to FAA regulations.   To ensure all parts meet the strict specifications of OEM’s like Boeing and Airbus, not to mention the Federal Aviation Authority, quality begins early in the supply chain with a concept known as Supplier Certification.

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Topics: Supply Chain Visibility, aerospace, Supplier Certification

Aerospace Firms are Reinventing Supply Chain Management

The success of an aerospace firm is often predicated on the performance of its suppliers. After all, how can a firm thrive and grow if its suppliers are not consistently meeting their requirements?

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Topics: aerospace, supply chain management, reinvent

5 Steps to Improve Supply Chain Visibility

The aerospace industry is highly regulated and faces many unique challenges. Program managers must constantly analyze data as part of their quest to optimize performance and minimize exposure to risk. To help them succeed, aerospace firms are increasingly leveraging technology to filter out the noise from the information that matters. Here are 5 steps to improve supply chain visibility.

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Topics: Counterfeit parts, conflict materials handling, Audits and closed loop process, Improve supply chain visibility, Mitigate risks, aerospace

Eliminate the Mundane Task of Report Generation

Typically, asset management firm require to provide standard reports to ever increasing client base. It can be challenging to keep up with reporting requirements due to increasing demand, resulting in a growing backlog and longer turnaround time. Eliminate mundane task of report generation and automate it.

Asset management firms are required to provide standard reports to their (hopefully) ever-increasing client base. It can be challenging to keep up with reporting requirements due to increasing demand, resulting in a growing backlog and longer turnaround time. It’s time to eliminate mundane reporting tasks by automating them.

Did you know there’s a central repository designed specifically for asset management firms that can not only funnel all data from various resources, but also allows you to simply import data?

UBTI’s Financial Reporting and Analytics System (FRAS) provides users with role-based visibility of valuation reports, performance, and risk management data for efficient analysis of complex information.

This streamlined data empowers firms to spend more time on what matters most: managing risk, maintaining compliance, reducing expenses, and focusing on customers.

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Topics: Advancement in Reporting service, Automate Report Generation and Delivery, finance