Taking control of fund data for growing investment managers

Key topics explored

Smaller and mid-sized investment firms face the same fund data pressures as the largest firms, rarely with the same resources. Spreadsheets and fragmented systems are no longer enough when distribution partners judge you on the speed and accuracy of your data.

Download the whitepaper to see what fragmented data really costs, and how a governed single source can go live in days. To learn more about our fund data mastering solution, explore Product Mastering.

Taking control of fund data for growing investment managers

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WHAT’S INSIDE

Closing the gap between growth ambition and data reality

Growth is getting harder to win. 69% of investment managers say the speed and accuracy of fund data now shape which distribution partners choose to work with them. 65% say fragmented fund data is preventing operational efficiency.

Yet the platforms that fix this have historically demanded enterprise budgets and implementation projects of 16-to-20 weeks. That has left many lean firms on spreadsheets by default rather than by choice.

Our new whitepaper sets out the visible, hidden and commercial costs of fragmented fund data. It explains how Product Mastering Core, an off-the-shelf and openfunds-aligned single source for fund, share class and registration data, removes that barrier.

Download the whitepaper and find out how to take control of your fund data without an implementation project.

The real cost of spreadsheets

Understand the visible, hidden and commercial costs that never appear in your technology budget.
Signs you have outgrown them

Spot the five warning signs that your fund data operations are holding you back.
A single governed source

Learn the three principles behind trusted data: capture once, govern centrally, use everywhere.
Live in days, not quarters

See how 600+ market-ready fields, built-in validation and a full audit trail work with no implementation project.
Ready for what comes next

Discover why a governed, standardised data model is the groundwork for automation and AI.