While governance and distribution can be nebulous concepts, they remain the building blocks of successful investment processes across firms, locations, and mandates globally. Understanding the firm’s present and desired states around these concepts is mission-critical to asset gathering and asset retention.
Active to passive. Fee compression. ESG. Alternative data. Business intelligence. Digital transformation. While the catchphrases and buzzwords are inescapable, there are real governance issues that arise in the pursuit of remaining relevant in a changing industry.
Download the eBook for an overview of the key elements to consider when constructing a data governance and distribution process.