For the panel, Greg was joined by Dr. Carl Salz, Senior VP of Client Data at PIMCO; Terry Yodaiken, Head of Distribution, Business Support & Governance at First Sentier Investors; and George Bliss, Managing Director, of Business Solutions EMEA Client Group at AllianceBernstein. https://youtu.be/imhfcl-LX3g During the session, the panelists discussed the definition of client AUM and flow — looking [...]

It was great to be at The Summit for Asset Management (TSAM) this year, which was hosted in London on 16 June. The annual event brought together leading asset management firms to discuss the latest challenges facing the industry, as well as the evolving technological and regulatory landscape. https://youtu.be/--RAI63TvSg Aiviq team leaders Alex Murphy, Head of Operations, and Kevin Phelan, [...]

On 7 December 2021, the Aiviq team ran a webinar on how to master client assets under management (AUM), flow and revenue data for analytics use cases across an enterprise. Set up for those who produce or consume AUM, flow, and revenue data, the session ran incredibly successfully and enabled attendees to understand the root causes of data quality issues [...]