Infographic summarizing the key findings of Milestone Group’s Asset Allocation Technology Survey 2020.
Milestone Group’s Asset Allocation Technology Survey 2020 takes a deep dive into the functional profiles and current and future technology requirements of institutional asset allocators, both asset owners and investment managers.
Picture the scene. It’s late. You’re waiting for a call and you’re holding back your team from heading home. Your phone rings, and it’s your service provider. They have a problem. No matter what explanation is given the problem is the same – there’s a glitch and your investors will not be receiving a valid NAV from your service provider today.
Following the ‘Operational Resilience for Buy-Side Investors’ virtual conference, Milestone Group and Clear Path Analysis have launched a special report.
In 2019, Milestone Group consulted a group of North American and European based asset managers who outsource their fund accounting operations to gain a perspective on their current views on Oversight and Contingent NAV arrangements.
