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Outsourcing investment data management: Experiences with the tendering process

Author

Listed:
  • Russell, Bruce

    (Executive Director, Shoreline Asset and Wealth Management Consulting, Australia)

Abstract

This paper explains why Custodians have demonstrated a significant interest in offering Data as a Service (DAAS) to their Clients on the basis that they should be in a prime position to provide a compelling offer. Notwithstanding this, Custodians have not yet fully delivered to their potential, and we explore why this is the case and what some of the specific barriers are. Understanding these limitations, we then present the reader with a ‘checklist’ that they can use when considering appointing Custodians for DAAS. The reader should expect to understand what current limitations exist with respect to Custodian DAAS and how they can assess these via a tendering process. Further, Custodians can consider these observations and consider what changes they may be able make as they further develop their DAAS offer to the market.

Suggested Citation

  • Russell, Bruce, 2021. "Outsourcing investment data management: Experiences with the tendering process," Journal of Securities Operations & Custody, Henry Stewart Publications, vol. 14(1), pages 72-77, December.
    • Handle: RePEc:aza:jsoc00:y:2021:v:14:i:1:p:72-77
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    More about this item

    Keywords

    InvestmentData; Data as a Service; Custodian; DAAS;
    All these keywords.

    JEL classification:

    • G2 - Financial Economics - - Financial Institutions and Services
    • E5 - Macroeconomics and Monetary Economics - - Monetary Policy, Central Banking, and the Supply of Money and Credit
    • K22 - Law and Economics - - Regulation and Business Law - - - Business and Securities Law

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