U.S. Securities and Exchange Commission’s Post

Great read on Alternative Data and how it can enhance financial analysis and strategies. The article highlights the importance of transparency and data quality, as well as potential biases when using Alternative Data. Check out the link below for a comprehensive introduction to this fascinating topic. Link: https://lnkd.in/e25eBSRm

Struggling with manual data entry and outdated news for index management? Discover how Decimal Point Analytics empowered a leading financial institution with over $7 billion in assets to: 1. Automate Data & News Updates: Streamline processes and eliminate manual errors. 2. Enhance Data Accuracy: Ensure reliable data for informed decision-making. 3. Increase Operational Efficiency: Free up resources for strategic initiatives. Ready to transform your index management? Learn more: https://lnkd.in/dQcMHvNt #DataAutomation #FinancialTech #IndexManagement #OperationalEfficiency #DataAccuracy #FintechSolutions #StreamlineProcesses #FinancialInstitution #StrategicEfficiency

Tech, not tape, needed to harness fixed income data Asset managers’ lives could be made easier if they had access to a high quality source of fixed income data – and the technology solutions to enrich, analyse and normalise such data. That is the argument made by GreySpark Partners, a consultancy firm, which suggests pre-trade and post-trade analysis, as well as portfolio risk, could all be enhanced. #assetmanagement #fixedincome #data #pretrade #posttrade #analysis #TheDESK https://hubs.ly/Q02wvvXZ0

Let's talk about the analytics debt. When you introduce a new feature, no one can tell if it makes a difference in the success of your product (and don't trust the ones who say it will). You only know it when it was launched, and you measure it. When you introduce new data sources - and yes, adding a new event to your tracking plan is also a data source, you don't know if it will generate any helpful insights. Yes, this will get better with experience, but only slightly. Therefore, you will build up the event data debt over time. And it can become a pretty significant dept. Where does it all end: In a worse data user experience, so worse that only the sacred ones will work with it. You might end up with: - low analytics adoption - a long time to insights - uncertainty - and ultimately, with wrong decisions based on data So, how do we approach the analytics debt? Let's find out - I will join Stefania Olafsdottir tomorrow to discuss this. How do we handle debt in event data setups? Link in the comments.

Would you like to make the most of a £100 million service? We’ve grown a lot over the past 20 years, and the data we can handle has increased substantially. As a result, we work with all kinds of wealth management companies to improve their income reconciliation. How much, we hear you ask? Well, in 2023, we helped clients reconcile £100 million in fee income, with more on the horizon in 2024. This is due to technological advancements that allow us to process more data than ever, faster than ever. Click the link below to join our ever-expanding client base. https://lnkd.in/eSWJZmTq #IncomeReconciliation #SuspenseAccounts #AgedDebt #IFADataflow

We're pleased to share our latest insights on the #Financial #Data, #Analytics & #Software space. https://lnkd.in/exRpEymX #Technology #FinancialData #MandA #Innovation #2024Outlook #TechTrends #marketupdate #transactions #investmentbanking #privateequity #PE #venturecapital #finance

Our new service is a revolution in the landscape of financial advisors who are looking for new business models in the face of declining investor appetite for active mutual funds. Let see how the IA analyzes it : ➡The service converts portfolios invested in active mutual funds (OPCVM) into a 100% ETF-based version. The process involves creating an alternative proposal by replacing each active fund with equivalent ETFs, maintaining the original investment strategy by replicating the exact composition of benchmarks." ➡The service constructs an alternative portfolio using ETFs based on an anonymized portfolio statement. ➡Detailed reports are delivered within 24 hours in PDF or Power BI format, with Power BI recommended for professionals due to its dynamic data visualization high capabilities. ➡Tarification: Pricing for reports varies, with a single PDF report costing 19€HT and various packs available at discounted rates. ➡Example : An anonymized example demonstrates the conversion process and compares the performance and key metrics before and after conversion. ➡Performance Metrics: The report highlights improved performance and reduced fees post-conversion, with detailed tables showing performance, volatility, and management fees before and after conversion. ➡Allocation: The report provides a breakdown of the portfolio's allocation before and after conversion, including specific ETFs used. ➡Performance and Results: The report includes dynamic graphs and tables illustrate the portfolio's value evolution, net performance, and results by asset class and fiscal year. Overall, ETFREporting aims to showcase the benefits of converting to an ETF-based portfolio, emphasizing lower fees and potentially higher returns.

💰 Happy World Financial Planning Day 🌎 A great reminder to set personal goals and take control of your financial future. Likewise, if you're looking for a solution to empower your company's decision making with access to real-time consolidated data, look no further. Watch this video to see how easy it is to get started. https://hubs.ly/Q02RwhkM0 Then reach out to our team today! https://hubs.ly/Q02Rw10l0 #worldfinancialplanningday #fpanda #middlemarket #privateequity

💻 Data entry might seem insignificant in the context of running a practice, but by prioritizing it as a core competency, Midtown Wealth is on a long-term path to continued growth. 👇🏽 Check out this case study and learn how eMoney Data Migration Service can help you optimize your productivity. #casestudy #financialplanning #financialplanningsoftware

Personal Financial Analysis This project involved a deep dive into my personal finances using my bank statement data from March to July 2024. The goal was to understand my spending habits and investment patterns. Data Collection and Preparation: I obtained my bank statement as a PDF, converted it to a CSV format using Google Colab, and imported it into Excel for further manipulation. Data cleaning steps included removing duplicates, handling missing values, standardizing currency, and creating separate columns for transaction date and details. Transaction categories such as investments, savings, credit, loans, and others were established. Data Analysis: The cleaned data was analyzed to identify monthly spending trends across different categories, investment behavior, and overall account performance (credits versus debits). Key Findings: The analysis revealed a negative account balance, primarily due to spending exceeding income, **I realized I spent more on data in the month of April **had a high loan in May ** and spent more in the others category. Despite consistent savings, investment levels were low. The Dashboard was created with Microsoft Excel. Conclusion: To improve my financial health, I plan to increase savings and investment while carefully managing expenses. #dataanalyst #datascientist #womanintech