Shorter settlement cycles, increased volume, and new regulatory reporting requirements have the old securities and investment industry model creaking at its seams. Custodians, enterprise data management solution providers, and traditional outsourcing providers are expanding their capabilities to capitalize on the nascent demand for managed data services from asset managers and asset owners.

This report examines the pros and cons of outsourcing data management, the challenges facing the providers of outsourced data management, and the evolutionary differentiation that separates the outsourced solution providers. It is based on the authors’ two decades of experience and integrates input from the capital markets team and insights gleaned from research on core EDM providers, front-to-back solutions, ESG, and the evolution of the custodial data model.

Clients of Datos Insights’ Capital Markets service can download this report.

This report mentions Alveo, Arcesium, AWS, BlackRock Aladdin, Bloomberg, BNY Mellon, BNP Paribas, Brown Brothers Harriman, eClerx, GoldenSource, Indus Valley Partners, J.P. Morgan, Northern Trust, Rimes, State Street, S&P Global, SimCorp, and Snowflake.