How well does your fund manage its investment data?

AlphaCert’s Four Investment Data Management Maturity Levels

1. Beginning
   Starting out, organisations often lack an appropriate mindset and don’t treat their data with the respect it deserves. Data is tightly coupled with applications, with limited capacity for internal sharing due to a lack of data strategy, architecture, delivery or risk management.
2. Developing
   The organisation recognises the value of its data as an asset. It begins to decouple data from applications and develop a data-product mindset through a business vision and data strategy.
3. Evolving
   The organisation proves the value of its metrics and data-driven methods; it standardises its tools, templates and methods to create an essential foothold as a data business.
4. Data Leader
   The organisation builds well-defined and automated methods for developing its data products, establishes a well-structured data product catalogue, and provides self-service capabilities across the organisation. Data is transformed into an independent, digital asset for the business and expands its use out into the connected ecosystem.

The assessment is based on our Investment Data Management Maturity Model, developed specifically for investment management organisations. When you have completed the assessment, we recommend reading this white paper to understand your assessment score more. It will help you identify the key initiatives you can undertake to improve your funds management of investment data.

A quick look inside the quiz:

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