Buy-Side Performance Teams Hobbled by Manual Processes, Scalability Limits

Vendor survey highlights trends in performance teams at asset managers

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William Haney, CEO, BI-SAM.

In the survey, conducted by PK Consulting in November 2014 and reviewed by Buy-Side Technology ahead of its release in the next few days, 55 firms answered a series of performance-specific questions.

The results show that in areas such as the loading and validation of source data, issue identification and resolution, and the distribution of performance results to both internal and external clients, there is a distinct lack of automation.

"Where manual processing exists is in the provision of

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