Whether it’s deploying the latest data-driven technologies to deliver operational efficiencies and optimisation or providing the tools and expertise needed to make more informed strategic and investment decisions, we’re passionate about data and helping alternative investment managers harness its power and potential.
Here’s a flavour of how we’re supporting our clients with some of the opportunities and challenges revealed in our survey:
Seamless due diligence
Optimising compliance was ranked the number one strategic priority for fund managers in our survey, highlighting the industry’s need to significantly reduce the manual collection and processing of due diligence data. Leveraging the power of technology and automation, we’ve recently launched Aztec Verify – an integrated solution that consolidates the market’s leading technology into one service to provide a seamless investor and client onboarding experience; one that delivers fast, efficient, and fully compliant approvals.
Data that’s secure, centralised and represents a single source of truth
30% of respondents ranked the lack of a single centralised source of truth as a barrier when it came to extracting meaningful data insights.
Leveraging market-leading tools such as Azure and Power BI, we’re implementing solutions which enable data to be aggregated from multiple sources and in different formats, and visualised in a consistent, insightful way that meets our clients’ unique requirements.
Driving operational efficiencies
Improving operational efficiency was ranked first or second by over 43% of our survey respondents when asked how data could be used to enhance performance. Automation is central to delivering greater efficiencies, which is why we’ve put in place a clear road map to automate processes and procedures such as distributions, payments, invoicing and document retrieval; using best-of-breed tools such as Alteryx, Power Automate and Medius.
Making more informed investment decisions
When it comes to challenges encountered when sourcing data, over 37% of our survey respondents ranked technology limitations as first or second. Our partnership with Lantern, a pioneering new platform built using advanced data science and data visualisation methods, enables GPs to monitor, analyse and interrogate fund and company level data with ease, all in one place and, ultimately, allow for more informed investment decisions.
Streamlining ESG data collection
Complying with regulation was ranked as the number one ESG priority for over 60% of our survey respondents. To ensure our clients are well-placed to meet their compliance obligations under SFDR or equivalent regulation, we’ve partnered with market-leading sustainability platform, Worldfavor, to simplify, standardise and streamline the ESG data collection process.
As a global leader in fund and corporate services, administering more than 450 funds and €440 billion across the leading jurisdictions, we’re well placed to share our insights and observations on the latest data trends and developments in our industry.
To learn more about how we can help you optimise your operations and fund performance, please contact:
As a global leader in fund and corporate services, administering more than 450 funds and €440 billion across the leading jurisdictions, we’re well placed to share our insights and observations on the latest data trends and developments in our industry.
To learn more about how we can help you optimise your operations and fund performance, please contact:
James Duffield
GROUP HEAD OF BUSINESS DEVELOPMENT
+44 20 3818 0250
Hana Prochaska
HEAD OF BUSINESS DEVELOPMENT – EUROPE
+352 691 616 024
Ore Adegbotolu
HEAD OF MARKETS – USA
+44 20 3818 0262
Aztec Group is authorised to carry on financial services in the jurisdictions in which it operates.
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