White Papers
Explore our expert insights on data challenges and solutions to enhance asset managers’ decision-making.
Data: Are You Riding the Crest or Drowning?
If you’re like most asset managers, you take in many external data sources to augment your existing internal data. Each of those data sources has different data elements, quality, granularity, and format. If you have an antiquated data strategy and ecosystem, getting to the point where you can really use this data to help get insights and sell more effectively becomes both expensive and unnecessarily complex.
Navigate the Tide: Master the Flow of Your Client Data
The distribution data platform was established as the foundation for a strong data strategy in the first white paper. After data is consolidated into a single platform, a strategy for handling data stewardship and finding the balance between competing internal and industry views can be established. Here we outline how you can choose and implement your client data strategy in the distribution data platform and master the flow of your client data so that your entire organization can reap the benefits.
Where AI Value Is Determined
Why the real returns from AI in distribution have been so hard to capture — and what changes them.
Nearly nine in ten asset managers use AI. Only about 6% capture real value from it. In distribution, the efficiency showed up — but the transformational outcomes didn't.
In this white paper, Chris Poisson shows why the gap was never the model, the data, or the integration — it's that distribution has no reliable way to check what AI produces. The fix is a deterministic data foundation: the layer that lets your firm agree on what's true, prove it back to the source, and put AI to work with confidence.