Security Master Challenges and Potential Solutions

The entire value chain for Investment and Wealth Management organizations requires a Security Master “single source of truth”. Accurate, timely and consistent metadata, pricing and categorization is needed for Portfolio Managers, Portfolio Analysts, Quantitative Investment Teams, Compliance, Risk Managers, Performance Analysts, Middle Office Operations, Back Office Operations and Distribution.  

So why is Security Master Reference Data still a challenge for financial services firms in the 21st century?

Adeptyx investment operations and data experts dove into this topic to identify the sources of these challenges as well as defining potential solutions.

The top five challenges identified are summarized as follows:

1. Legacy Systems

2. Data Limitations

3. Data Storage

3. Lack of Data Governance

5. Manual Process

Furthermore, the white paper provides perspective, better practices and potential solutions that can unlock significant value for the organization. Download the Whitepaper to read more.

Adeptyx Whitepaper - Security Master Challenges & Potential Solutions.pdf

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