Data Transformation for Investment Managers

Your data team spends 80% of time on operations. Here's how to flip that ratio.

The data challenge facing investment managers has reached a critical threshold. Industry research reveals a stark reality:

• Data professionals spend up to 80% of their time on repetitive operational tasks instead of strategic analysis
• 48% face persistent data quality issues
• Only 25% are AI-ready

The cost isn't just measured in dollars - it's measured in missed opportunities, talent attrition and loss of competitive advantage.

For decades, the industry has presented data management as a binary decision: maintain in-house for control, or outsource for efficiency. Both paths present suboptimal outcomes. In-house teams create single points of failure and struggle to scale. Traditional outsourcing creates black boxes that sacrifice flexibility for standardization. Enterprise data management platforms promise the best of both worlds but often deliver extended implementations and continued dependency on large internal teams.

Our white paper, produced in collaboration with A-Team Group, presents a third way: the partnership model that's transforming how leading investment firms manage data operations. This isn't traditional outsourcing. It's embedded expertise that integrates specialized capabilities into your operations – freeing your teams from mundane tasks while keeping you in full control of your data. The result is a hybrid model that delivers more than either building or buying alone can achieve.

Key insights you'll discover:

• Why both in-house and traditional outsourcing models fail
• The partnership revolution reshaping data operations
• 5 essential capabilities your data partner must demonstrate