Morningstar Australia’s Post

#ICYMI: Jack Dahlstedt, global head of #StateStreetAlpha sales and solutions, sat down with The Inside Network editor Lachlan Maddock to discuss the evolution of investment firm #operatingmodels and why #data is at the center of every conversation:

While the number of technology-focused private-equity firms seeking fresh capital climbed to a record in January, the total amount they sought fell 23% from a year earlier to $710 billion, Preqin reports. But the data provider said tech managers received nearly as much fresh capital as they sought last year while overall private-equity firms obtained just over half their target amounts for new funds in 2023. https://lnkd.in/d4XTQ2Ze

Enhancing Multi-Asset Portfolio Management with Advanced Data Solutions For firms focused on multi-asset portfolios, including private assets, it is crucial to address several key areas to ensure optimal performance and efficiency: Ensure Data Quality: Accurate and reliable data is the foundation for effective portfolio management. Putting right validations at the fore-front of the workflow and consolidating such data where necessary from multiple data sources will be important - say ESG attributes. Provide Access to Data: Utilize APIs and BI tools to ensure end users have seamless access to the necessary data, enhancing decision-making and operational efficiency. Consolidate Asset Views: Offer a comprehensive view of both traditional and alternative assets for better insights and reporting. The term to use for this is 'whole-of-fund' view. This integration is essential for understanding exposures, risk, performance along with related portfolio data and to manage decades of siloed information. Streamline Back-Office Functions: A consolidated view aids in standardizing operations and reporting processes for clients and regulators, making back-office functions more efficient. Adopt Advanced Technology: Leveraging 'modern' technology can simplify integrations and significantly reduce operational expenses over time. As buy-side firms navigate the evolving landscape, focusing on these areas will not only enhance their investment capabilities but also drive growth and efficiency. Thanks Brenda Lyons for sharing the below article on the growing demand for consolidated data views #buyside #datamanagement #marketrisk

Detailed breakdown of the Morningstar moat framework:

Preqin’s for sale. If you’re a client, do this now. Preqin is a leading provider of data, analytics and expertise in alternative investments and private equity markets. Read our latest article on the implications of this sale and check out the actions to prepare for a possible change in ownership. #informationservices #informationstrategy #informationprofessionals Read now - https://lnkd.in/enKSpwHW

Lawyers, consultants, fund administrators, and tech providers all feature in the latest edition of Preqin News' weekly round-up of people moves at firms providing services to the alternative assets industry. Read more: https://okt.to/6vpFsH #alternativeinvestment #serviceproviders #PeopleMoves #privatemarketinsights

Thrilled to announce our integration with the ByAllAccounts® data network from Morningstar Wealth. This enhancement underscores our commitment to empowering RIAs and asset managers with the technology they need to efficiently and effectively manage their clients’ digital asset portfolios. With this connectivity, investment advisors can now quickly and seamlessly access ALL the data required to deliver comprehensive wealth management services. Want to learn more? Reach out to discover how BitGo can help you provide even greater value to your clients through digital assets. #digitalassetmanagement #cryptoforadvisors #Morningstar #ByAllAccounts #BitGo #financialadvisor #RIA #wealthmanagement #datafeed #fintech

Morningstar Direct is leading the charge 🚀 Morningstar Direct has been recognized as a leader in the G2 Fall 2024 Reports, excelling in categories like Investment Portfolio Management and Financial Research. Here's where we stand: 🏅 Leader in Investment Portfolio Management and Financial Research 🏅 Momentum Leader in Investment Portfolio Management 🏅 Leader - Small Business in Portfolio Management and Financial Research 🏅 Leader - Mid-Market in Financial Research 🏅 Leader - Enterprise in Financial Research 🏅 Leader - EMEA in Financial Research #G2Fall2024 #Leader #CustomerSuccess #InvestmentManagement #FinancialResearch

Morningstar Direct is leading the charge 🚀 Morningstar Direct has been recognized as a leader in the G2 Fall 2024 Reports, excelling in categories like Investment Portfolio Management and Financial Research. Here's where we stand: 🏅 Leader in Investment Portfolio Management and Financial Research 🏅 Momentum Leader in Investment Portfolio Management 🏅 Leader - Small Business in Portfolio Management and Financial Research 🏅 Leader - Mid-Market in Financial Research 🏅 Leader - Enterprise in Financial Research 🏅 Leader - EMEA in Financial Research #G2Fall2024 #Leader #CustomerSuccess #InvestmentManagement #FinancialResearch

How could your practice benefit from a consolidated view of the fees and features involved while investing in a particular portfolio, whether through a super fund or investment platform? Morningstar has recently launched Fees and Features data for Super, Pension and Investment Platforms which is now readily available for you to access in Morningstar Direct. The need for this data is set to grow as advice practices increasingly seek efficiencies and leverage technology to provide better investment outcomes for their clients. Watch my colleagues Shweta Shah, PMP and Steve Toth outline how you can access and use this data in Direct to better support your clients