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The distribution data problem

Why investment managers are still fighting the same battles, and what it will take to win. Drawing on an executive roundtable hosted by FE fundinfo in London, this paper examines why distribution data fragmentation persists, what it costs, and what a better operating model looks like.

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PAPER SUMMARY

The same problem. Still unsolved.

Distribution is central to every investment manager's commercial strategy. Yet the data underpinning it, covering fees, rebates, contracts, client records and product information, remains fragmented across spreadsheets, legacy platforms and disconnected systems.

FE fundinfo convened senior leaders from operations, distribution, product, sales and data governance at a London roundtable to examine why. The discussion surfaced a clear conclusion: this is not a technology failure. It is a governance and operating model challenge.

Most investment managers already have the systems they need. What they lack is the ownership structure, data standards and integrated processes to make those systems work together reliably.

Read the full analysis to understand why the problem persists and what investment managers can do about it. Download the paper. 

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