Technology
Consolidating data from multiple sources into comprehensive, accurate reports for investors and regulators will be an ongoing requirement of asset managers.
The challenges relating to data management and reporting will always be present for asset management firms. Paginated reports on investment exposure, risk management, performance attribution and benchmarking are an ongoing requirement, and the reporting demands and expectations of regulators and investors continue to increase.
As firms grow, reporting requirements increase in complexity as more is asked of staff and systems that were not designed to ‘talk’ to each other. The key is adopting a technology solution that will continue to evolve with the organization and deliver ongoing value.
With Workiva, Lionpoint’s consultants are helping clients achieve transparent, simplified reporting, that attaches context to data.
Workiva automatically connects data from various source systems into the necessary format for financial statements, quarterly investor reports, fund books, and internal and external reports and presentations. Calculations and data can be traced back to the source, providing a complete view, improved accuracy, and consistent use of data.
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