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Reports and whitepapers

REPORT

Navigating Investment Operations

How Buy Side firms are responding to data, reconciliation, and technology challenges
  • library-books
    January 2025

Buy side firms are under increasing pressure to address data quality and streamline reconciliation processes amid complex legacy systems. According to our findings, 63% of firms still rely on manual processes for reconciliation, which leads to increased errors and inefficiencies. With data fragmentation and siloed operations, many firms are seeking modern solutions that improve data accuracy, reduce manual intervention, and enhance decision-making capabilities.  

Don’t fall behind—download the full report now to see where your firm stands and how you can stay ahead of the competition.

REPORT

Financial firms digital wake-up call

Don’t hit snooze on your data governance agenda
  • library-books
    November 2024

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.

WHITEPAPER

Navigating the complexities of ESG Data

  • library-books
    October 2024

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.

REPORT

Banks’ data transformation journeys are at a crossroads

In partnership with Arzient and American Banker
  • library-books
    April 2024

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. 

REPORT

Leveraging AI in Financial Data Management

  • library-books
    March 2024

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.