Performance measurement within investment operations is ripe for innovation. The digital revolution has intensified existing data management and information delivery challenges, creating growing expectations for higher quality information delivered near real-time, neatly packaged for instant digestion. Yet some investment managers are struggling to satisfy these new demands due to fragmented operating models for performance measurement.
At the same time, internal and external stakeholders are turning up the pressure for higher quality performance data. They expect information that is more flexible and timely. The fact that the methodologies behind these calculations differ across numerous stakeholders multiplies already complex needs.
To meet these demands, firms should re-architect the enterprise-wide performance measurement process with an eye to refine data management, redesign operating models and enhance technology applications. Those that do could be well positioned to meet stakeholders’ expectations for performance measurement data.