Reports and whitepapers

Financial firms frequently rate their data management capabilities as advanced, yet many organisations including industry leaders, operate on legacy infrastructure that impedes progress and introduces material risks. 

This report highlights critical challenges faced by our survey respondents. It’s time to stop the cycle of knee-jerk “quick fixes” and build the robust, scalable data infrastructure your business needs to achieve data management success.

Examining the approaches of leading ESG data providers in MSCI, Sustainalytics, and S&P Global to highlight divergent practices in areas like materiality assessments, data sourcing, selection of indicators, and factor weightings.

This paper provides an overview of current methodologies, data challenges, and their implications for regulatory compliance, we aim to enhance the understanding of the critical role data quality plays in the decision-making process across the financial ecosystem.

In undertaking this research, Gresham sought to highlight the readiness of banks to rise to new challenges and opportunities stemming from digitization trends. This research explores how banks are addressing data operations within their organizations and working with regulators to meet changing requirements. This research also proves that the pace of innovation at banks is lagging, with a direct and tangible impact on the bottom line. 

Findings suggest fewer banks are on the leading edge of innovation, the sector has significant obstacles to overcome to future-proof in an increasingly competitive financial services landscape. 

This research report delves into the AI adoption and future use cases of AI in financial data management. Gresham polled 200 firms from the US, the UK and the DACH region (consisting of Germany, Austria and Switzerland). The sample was composed of asset owners, asset managers, banks, brokers, hedge funds and central banks.