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Joint study identifies accessible product data as the leading governance issue for asset management firms

New Idea Group and Devlin Mambo research highlights need for global data structure governance

MAY 2021

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A joint study by business systems house Idea Group and financial consultancy Devlin Mambo has shown data quality and availability to be the leading governance concern of participating asset management firms.

TAGS: Asset Management Software, Product Governance

Idea Group ESG Roundtable discussion

APR 2021

"We want people to feel they can really trust the industry - and to feel they can really connect with it. This means customers not just being told that something is ESG but actually being able to see that it is."

Jill Jackson, CEO, 'The Big Exchange' - Idea Group ESG Roundtable discussion, February 2021

TAGS: Asset Management, ESG

Maintaining data quality with Nova Suite

DEC 2020 IAN LYALL

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In every facet of the asset management industry, there is (quite rightly) a renewed focus on improving data quality. This focus is reinforced by regulatory bodies, industry associations and most importantly, increased consumer demand for timely, accurate and consistent information...

TAGS: Asset management software, Nova Suite

Automations and reconciliations – why are they still on the agenda?

NOV 2020 STEVE BIRD

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Why should automation and reconciliations, in this day and age, still be on the agenda? While volumes have increased massively, legacy systems are struggling to keep up...

TAGS: Automation & reconciliation, Book of Record

What happened when we took a good, hard look at ourselves

SEP 2020 IAN LYALL

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Having spent the largest part of the lockdown period on the Clyde coast, I felt it appropriate to start this article with a quote from the Bard of Ayrshire, Scotland’s favourite poet, Robert Burns. And this particular quote, albeit translated from the auld Scots, neatly describes the aim of some of the marketing work Idea Group has been doing of late...

TAGS: Core Values, Corporate values

Governance never sleeps

AUG 2020 IAN LYALL

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One side effect of the Covid-19 pandemic has been a relaxation of certain rules by financial regulatory authorities – the motivation being to remove or reduce barriers to the working of markets whilst offices are closed and remote working is the norm...

TAGS: Product Governance compliance, Product Governance, MiFID, SM&CR

What the water cooler was hiding

JUL 2020 DOUG JENNER

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Working from home has taught us many things - and one of the big ones is just how important our ordinary human interactions have been in masking gaping holes in everyday work processes...

TAGS: enterprise-class governance

Reconcile and thrive

JUL 2020 STEVE BIRD

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Here’s a bit of history for you. Way back in the ‘noughties’, a Parrott and a Bird – that’s me - set up Aviary, a pension accounting software business, which was initially focused on regulatory SORP reporting. But it didn’t take us long to realise that our raw data was coming from a wide range of 3rd party systems and consequently, automated reconciliation was the order of the day...

TAGS: automated reconciliation, book of record

At last - a joined-up system to control product governance

JUN 2020 NEIL FATHARLY

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In more that 25 years working within the asset management industry creating and campaigning product, it would be true to say I have always aimed to build my success on processes which are tried and proven. And while some fund managers make effective use of robust and reliable processes to generate products and solutions, from original concepts through subsequent launch, the practice is by no means as rigorous as it could be...

TAGS: product governance, value for money, SM&CR

Go digital - or die

JUN 2020 STEVE BIRD

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Forty years ago, when I worked in telecommunications and Mercury Communications was beating the digital drum, we broke BT’s monopoly and created new services that had just not been possible in the previous analogue world...

TAGS: digital solutions for wealth management

Innovative ideas are everywhere in your company. But how do you hear them?

JUN 2020 DOUG JENNER

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‘Innovation’ is an overused buzzword for this one very simple reason – just about every company wants to be seen to be innovative. But are our most innovative products actually the most profitable for us? Most would agree that ‘new’ for new’s sake actually makes little sense, yet it is also natural for Product Managers to feel the weight of responsibility in developing new technologies or ideas that will disrupt and shift their market to the advantage of their organisation...

TAGS: product innovation, value for money, product ideas, enterprise solutions

Neil Fatharly to join Idea Group’s Advisory Network as Senior Advisor

MAY 2020

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Business Systems company Idea Group is delighted to announce that respected financial services industry professional Neil Fatharly is to join its newly created Advisory Network.

TAGS: Idea Group Advisory Network

Guided by values

MAY 2020 DOUG JENNER

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Success, as it says on many a fridge magnet, is a journey – not a destination. And what a journey we are all on at the moment. It’s fraught with uncertainty and it’s sometimes hard to know what our best course of actions should be. And yet, we can also feel a sense of security in knowing that some things will always be constant. In this context...

TAGS: core values

'Value for Money' assessments - an introduction

MAR 2020 STEVE BIRD

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The Financial Conduct Authority (FCA) has introduced new rules requiring UK authorised fund managers (AFMs) to assess the overall value that their authorised funds deliver to investors, and to publish a summary of these assessments annually. This will be the first time that AFMs have had to justify their pricing and consumer benefits publicly, and it will be important from a reputational, as well as regulatory perspective to produce a credible assessment of the value delivered...

TAGS: value for money

Why good governance needs more than 'citizen solutions'

FEB 2020 STEVE BIRD

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In our increasingly regulated world, we need enterprise solutions to manage risk. But while the governance of financial regulation is taking up more and more senior management time it is still common to product teams embracing 'citizen' solutions – and all the risks that go with them...

TAGS: product governance, product lifecycle, compliance

5 important considerations for healthy product planning

DEC 2019 DOUG JENNER

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The product launch is the climax of all your hard work as a Product Manager. After all the time and effort put into developing the product you always hope for those rave reviews and ‘why didn’t we think of that’ echoes from your competitors. The reason they didn’t ‘think of that’ has nothing to do with brainwaves or lightbulbs. It is almost always to do with robust planning - and the lack of it - in each of these key areas...

TAGS: Product governance, value for money, product planning

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