Investment Management Practice

Change Your Game: Enterprise Data Solutions for Investment Management

Investment Management…a rapidly changing landscape

The investment industry has seen unprecedented change in the wake of the GFC in 2008. Regulatory reforms are causing major structural changes through demands for better governance, risk management, reporting, transparency and accountability. Shifting demographics and global economic conditions are generating diverse asset opportunities that will require speed, scalability and flexibility. New digital technologies are on the rise and threatening to disrupt current business models. Competition and demand for transparency are forcing fees lower, while compliance is pushing costs higher. These changes are just the tip of the iceberg.

“… the industry stands on the precipice of a number of fundamental shifts that will shape the future of the asset management industry.”*

* PwC. Asset Management 2020: A Brave New World.

Investment managers are struggling to keep up with the pace of change and to maximise value from their information management systems. Current data systems are inefficient, inflexible and unable to scale to meet growth demands. Inconsistent, inaccurate and unreliable data has created a lack of confidence in reporting capabilities and decision-making processes. Investment managers have insufficient visibility across global portfolios and are unable to extract accurate, real-time information to make effective investment decisions. The result is high-risk exposure, missed opportunities and worse yet…potential failure.

What’s required in response to these market shifts and challenges is a new level of transparency, efficiency and agility throughout the entire investment process. This involves re-evaluating organisational and operational processes and leveraging technology to enable business transformation.

ClearPoint, with our technical expertise and investment industry experience, is the perfect partner to help drive this transformation.

Why ClearPoint?   

ClearPoint are specialists in the investment management sector. We combine industry best practices with our in-depth knowledge of the challenges and constraints that the sector faces to help drive transformation through technology.

ClearPoint has a successful track record in designing and building enterprise data management (EDM) systems that deliver business outcomes. Since 2008, we’ve worked with several large Australian and New Zealand investment management organisations including Australian Super, Queensland Investment Corporation (QIC), NZ Superannuation Fund, NZ Accident Compensation (ACC) and Australian Future Fund.

We have also worked with numerous specialist funds managers, including Nikko Asset Management, Milford Asset Management, JBWere, Craigs Investment Partners and NZ Funds Management.

With our expertise, we’ve developed a proprietary architectural blueprint called the Management Information Framework (MI Framework) for managing investment data. The MI framework helps deliver operational efficiency, transparency, and agility, while lowering risk. Today, over US$170b is being managed on platforms designed and/or built on ClearPoint’s MI Framework. 

Building on our technical expertise, ClearPoint established a sister company called AlphaCert and developed a solution, based on the MI framework, that leverages our knowledge of the complexities of investment management. The AlphaCert solution is a custom-built data interchange platform that is designed to resolve many of the common issues facing the investment industry. It provides a solid framework for extracting insights from investment data and driving value-added investment decisions.

Clients we have worked with

The best way to predict the future is to create it.

AlphaCert - Transforming Data for Investment Management

ClearPoint has built a data interchange platform called AlphaCert for the investment management sector.

AlphaCert is a modern, data interchange platform designed specifically for the investment management sector. The need for an industry-specific solution became clear after seeing many of our investment clients experience similar problems and challenges with their existing data systems.

AlphaCert addresses the need to consolidate disparate data sources and provide a reliable single source of truth for effective decision making regarding investments.

It provides a solid framework for organisations wanting a data platform that gives transparency, efficiency and flexibility. Highly customisable, AlphaCert is built with modules that can be easily tailored to the specific needs of an individual fund.

AlphaCert transforms the way information is managed and frees up talented people to do what they do best: add value to investment portfolios. For more information, visit the AlphaCert website, or contact us to see how we can help you…change your game.

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ClearPoint Approach

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Success Stories

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