The buy-side burden: Capturing every document, everywhere, all at once

Ensuring that buy-side firms capture all relevant disclosures from funds—especially in the private markets—can be an onerous and costly task. Accelex is aiming to change that.

It’s a manual process with huge implications for getting something wrong: ensuring that institutional investors, pension funds, and other buy-side firms don’t miss important documents issued by the funds they invest in. 

These documents, including quarterly reports, fund distribution notices, and capital account statements, among others, may be distributed via third-party investor portals—each with different login credentials—or as email attachments, and firms can’t afford to not be paying

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Waters Wrap: GenAI and rising tides

As banks, asset managers, and vendors ratchet up generative AI experiments and rollouts, Anthony explains why collaboration between business and tech teams is crucial.

Northern Trust building internal cloud data ‘marketplace’

Using a mix of in-house expertise and third-party technologies, the firm has constructed a cloud-based data mesh that gives internal staff access to proprietary datasets and analytical tools to deliver greater insights into client activity.

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