The inherent risks in using spreadsheets to manage investment data, and how to mitigate them
Spreadsheet risk: the closing bell?

Spreadsheets are the tools of trade in any investment entity, but the risks of using them combined with data from disparate systems are becoming increasingly apparent.


What's inside the white paper?

There is increasing concern about 'spreadsheet risk' - the collective risk of adverse impacts resulting from the use of spreadsheets by a business. This is especially true when data is being collated from disparate systems and there is no single source of truth.

This white paper looks at the main issues of using spreadsheets in the investment sector and how you can address them.

  • The main risk factors
    There are many risks to leaving the creation of spreadsheets up to individuals. The main risk is that it can result in lower quality data, and when investment decisions are being made based on that data, the cost can be significant.
  • How can you mitigate spreadsheet risk?
    Spreadsheets do have a role to play in any investment business. However those spreadsheets should be used judiciously; with good processes, and linked automatically with an EDM platform.
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This white paper will help investment management firms:
Enterprise data management system

  • Learn what spreadsheet risk is
  • Understand the risks of managing investment data with spreadsheets
  • Discover how to mitigate spreadsheet risk
  • Find out how to transition from spreadsheets to an EDM system

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About the author 


 AlphaCert specialises in data solutions for investment management. We transform the way data is managed in the investment management sector, so that your staff are free to do what thy do best: add value in portfolio management. 

When your business is growing, AlphaCert helps meet growth challenges by consuming data, storing, visualising it, and reporting on it in a consistent, and trusted manner. We understand the necessity of always having accurate timely investment data, so we go beyond the offerings of mature vendors to develop capabilities that your business needs.

The ability of your business to access, interrogate and use data is often what sets you apart from the rest, and can mean the difference between staying ahead of the competition or failing behind. This is especially true for the investment management industry which is driven by large amounts of data.

The AlphaCert platform allows financial analysts to dedicate their time to what they do best: add value to investment portfolios, aided by the swift delivery of intelligent and timely data. AlphaCert enables data interrogation from both an investment portfolio or investment option view in a way no other system does.

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