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As we move beyond a year of adjusting to “the new normal”, we would like to share the mantra that helped us overcome competition to win “Best New Product – Back/Middle Office” in the Fund Intelligence Operations and Services Awards 2021. We are also very excited to introduce our comprehensive wealth management offering along with insights on RFP best practices, due diligence and thought leadership relating to ESG. We hope you enjoy this edition of #Trending and wish you a safe and prosperous 3Q 2021.
Sailaja Devireddy, Head of Fund Marketing Solutions
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Marketing and digital solutions for wealth managers |
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| EDGE – Acuity’s award-winning solution transforming the consultant database universe |
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RFP writing for asset managers: have you sharpened your pencil? |
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Our proprietary tool, EDGE, can be used for overall database management, data uploads, quality checking and maintenance. EDGE helps automate CDB and consultant narrative updates, reduces turnaround time, increases efficiency and delivers significant cost savings.
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The difference between being reactive and being proactive lies in preparation. Find out more on how financial institutions can stick to their core value of “putting the client first” while operating within the RFP landscape.
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| The evolution of due diligence in the asset management industry |
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ESG investing – finding solutions for a lack of standardisation |
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Due diligence questionnaires (DDQs) now account for a significant proportion of the requests handled by any asset manager’s RFP team. Read more on the evolution of DDQs.
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Investment managers also need to be transparent about the characteristics of their products to qualify them as sustainable. Hence, it is vital that the asset-manager community augment ESG data communication and transparency, enhancing fund reporting.
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Increasing your client-facing time and providing faster responses are factors that would differentiate you from the rest of the crowd. Read more on how having an efficient CRM solution by your side will not only offer you an integrated view of the client, but also support and automate your day-to-day database management needs.
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ABOUT ACUITY KNOWLEDGE PARTNERS
Acuity Knowledge Partners (Acuity), formerly part of Moody’s Corporation, is a leading provider of bespoke research, analytics, staffing and technology solutions to the financial services sector.
Headquartered in London, Acuity Knowledge Partners has nearly two decades of experience in servicing over 350 clients by deploying its 3,200+ specialist workforce of analysts and delivery experts across its global delivery network. We provide our clients with unique assistance to innovate, implement transformation programmes, increase operational efficiency, and manage costs and improve their top lines. These services are supported by our proprietary suite of Business Excellence and Automation Tools (BEAT) that offer domain-specific contextual technology. Acuity Knowledge Partners is backed by Equistone Partners Europe, a leading private equity organisation that backs specialist growth businesses and management teams.
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| | | | | | US: +1.212.553.7778 +1.212.553.8916 | UK: +44 207 550 4499 | contact@acuitykp.com | |
| | | | | | | | | | ©2021 Acuity Knowledge Partners. All rights reserved. | |
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