GoldenSource

It is getting festive at Goldensource... 🎅 Take a look at what the UK and US office's have been up to the last few weeks. With the UK taking on THE CUBE, and US competing at Electric Shuffle! And of course, we wish you all a Happy Holidays from everyone at Goldensource, see you in 2025🎄

Can't wait to start delivering GoldenSource v10 to our customers 🥳

Register now and experience the acceleration GoldenSource #OMNI can provide in your cloud journey in a live demo with me… & Hear from Jeremy Katzeff, CFA about different personas and use cases… #Cloud #TotalPortfolioView #JITanalytics #UnifiedSchema #Customer360 #SnowflakeNativeApp

The launch of GoldenSource’s native Snowflake app, OMNI, was definitely one of the highlights of 2024 for me. So I encourage everyone in my network to register for this webinar, where Jeremy Katzeff, CFA will talk through common use cases for the platform and Amit Kumar Choudhary will present a live demo. Recordings will be sent out, so don’t worry if you can’t make the live time. 📅 Dec 17 | 🕒 10 AM (EST) | 3 PM (GMT) 💻 Register now to secure your spot! https://lnkd.in/djDjhhC9 #CloudTransformation #DataStrategy #DataGovernance #GoldenSourceOMNI

Great checklist here from Volker Lainer on the often-underestimated challenges around #DataOnboarding. All six points are essential, but two particularly resonate with me: • Which datasets are foundational? Getting this wrong can needlessly complicate and prolong a project • What is driving the initiative? “Start with Why” as Simon Sinek says... Asking the right questions before you start can make a huge difference to how smoothly a project goes. Thanks for this timely reminder Volker! #DataMigration #CloudTransformation #DataStrategy

We are excited to share that GoldenSource has been awarded Best Sell-Side Platform at this year’s Data Management Insight Awards Europe, presented by A-Team Group! This award recognizes excellence in data management and underscores our dedication to innovation and delivering impactful solutions for the sell-side. A huge thank you to our amazing GoldenSource team and our clients for their trust and support. To learn more about how we’re transforming data management, visit: https://lnkd.in/eC4y9bbX #DataManagement #SellSide #DMIAwards

Thomas Stock (Tom) represented GoldenSource today on an exclusive panel at the ICE Strategic Alliances Forum, discussing "Advancing Technology: AI, Cloud, Analytics, and Data Sharing." Moderated by ICE CTO, Al Pastro, Thomas Stock (Tom) shared insights alongside other key industry leaders. Want to learn how GoldenSource can transform your data strategy? Let’s connect! 💡Rinesh Patel Al Pastro Ashok Reddy James Calise Satish Vedantam #GoldenSource #Innovation #ArtificialIntelligence

We all know that asset managers are having to merge on account of the demanding market conditions. But without proper attention to data strategy, these mergers are leaving the new merged entities bigger but flabbier. As the old saying goes, it’s not about size - it’s what you do with it that counts. Consolidating datasets and optimising workflows is key to asset managers coming out of mergers stronger. It’s an opportunity that too many are squandering right now. Drop me a line to see what GoldenSource could do to help if you’re looking at a scenario like this. #DataStrategy #AssetManagement #DataMigration

Adjacent data sets are essential to ESG portfolios   An effective ESG investment approach is not only about tracking ESG data. ESG factors in and of themselves will not provide a complete view of a company’s overall resilience. For that, various adjacent data sets are important in gaining the clearer picture of investment viability: sanctions, T&Cs, legal hierarchy, etc. Let’s look at credit ratings: While ESG metrics provide insights into a company's ethical and sustainability practices, credit ratings provide valuable information about its overall financial health. Examining both data sets enable investors to gain a holistic understanding of a company's risk profile and its ability to deal with various economic, social, and environmental challenges. If a company has strong ESG performance but a low credit rating, it may be facing financial challenges because of potential regulatory fines, lawsuits, or operational disruptions. If, on the other hand, the company has a strong credit rating but poor ESG performance, it could be exposed to reputational risks, regulatory scrutiny, or physical and transitional risk which impact its long-term financial viability. To construct and tune an effective portfolio, projected trends of ESG metrics and classic credit ratings need to be examined together, to determine whether things will be going in the right direction overall. A suitable solution helps identifying companies that not only demonstrate strong financial fundamentals using classic credit rating sources such as S&P Global Ratings, Moody's Ratings, Fitch Ratings and Morningstar DBRS (augmented by regional credit ratings when needed), but also exhibit a commitment to sustainable practices and responsible governance. Ultimate goal can be to develop one’s own composite assessment, that informs holistically how to improve the resilience of the portfolio over time: monitoring the portfolio for its ESG developments, focusing on those which are trending well, while at the same looking very closely at those which are starting to move in the wrong direction. For those low-assessed investments, one can then look for higher performing alternatives, move funds over to them or phase them out entirely.

Our #V10 release is the most innovative financial services data management solution we’ve ever developed. Advancements using #AI. Enhancements in #UX. And out-of-the box performance. All of which means faster-time-to-value.