AlphaCert

APRA's Operational Risk Management (CPS 230) framework places an obligation on superannuation funds to closely monitor their material service providers for reliable risk management. For investment managers, this means aligning with CPS 230 requirements and ensuring demonstrable resilience, data security, and continuity in operations. Learn more about it here: https://hubs.ly/Q03cs4Gf0

Addressing key priorities such as investment data quality, technology integration and regulatory readiness is key to supporting future growth and innovation. These are the building blocks for investment data management is 2025. If you haven't already, find out what regulatory and technological changes we can expect in 2025, in our latest investment data management guide: https://lnkd.in/gzsudZTK

It was great having AlphaCert's CEO Phil Pietersen and General Manager - Growth & Strategy Scott Taylor attend the AM TECH DAY in Sydney this week, connecting with regional industry leaders to discuss the ongoing evolution of technology as an enabler in driving efficiency and reducing risk. AI continues to be the topic of numerous conversations along with regulatory reporting. It was fantastic to connect with other attendees, familiar faces, and vendors. #AMTECHDAY

Accuracy is everything in modern funds management. Without consolidated, well-structured data, it’s difficult to make data ‘make sense’ or present it in a reportable, shareable way with key stakeholders. AlphaCert automatically processes, streamlines and centralises data from multiple sources to provide trusted, high-quality investment data on time – built on an industry-standard model. Gain a single, up-to-date, connected daily view of investments (ABOR), shared via real-time dashboards, to enable confident, informed decision-making and error-free reporting.

While investment data has always been the foundation for investment decisions, it is now becoming a key differentiator in investment success. As markets grow more complex and interconnected, the ability to capture, process, and analyse data with precision and speed increasingly separates market leaders from followers. Find out what regulatory and technological changes to expect in 2025 in our latest investment data management guide: https://lnkd.in/gNJZhjyj

Since becoming an AlphaCert customer in 2019, Investment Services Group (ISG) and subsidiaries, Devon Funds and Clarity Fund Management, have transformed their investment data management operations, reducing operational risk and human error while freeing staff to focus on higher-value activities. Vicki Purcell, AlphaCert’s Customer Solutions Manager, spoke with ISG’s CFO Niall Hartigan and Operations Manager Suki Chow on how AlphaCert has automated daily reconciliations and replaced complex spreadsheet processes. " We're not wasting staff's time doing the same mundane tasks everyday, they can actually concentrate on more value-add work," says Niall. "Likewise, you now have all the data - so we're seeing that now with the QFUs and then with performance measurement down the track. The possibilities are kind of limitless."

CPS 230 compliance puts a spotlight on operational resilience, making business continuity planning essential for investment managers. Proactively addressing risks, securing data, and ensuring operations will be key to meeting regulatory expectations and maintaining trust with super funds. Hear more from Stephen in our recent AlphaChat: https://lnkd.in/ghJQ_q3m

Investment data management shouldn’t be tedious, time consuming and fraught with uncertainty. AlphaCert is a trusted partner of New Zealand and Australia’s leading fund managers, delivering efficient solutions that reduce operational headaches and compliance risks with precision. Get in touch or book a personalised demo today: https://lnkd.in/g8PfWGJs

The best investment decisions are informed by accurate, centralised, real-time data. AlphaCert replaces manual, risk-prone tasks with powerful automation and audit-ready reporting. Affordable, scalable and trusted by organisations of all sizes, AlphaCert powers the efficiency and reliability of investment data needed by high-performing funds. Keep your fund one step ahead: https://lnkd.in/gX8saD3z

At the recent Conexus Chair Forum, APRA’s Deputy Chair, Margaret Cole emphasised its growing focus on operational resilience, particularly cybersecurity and data security. Trustees must have robust data management and security frameworks to mitigate risks associated with outsourcing, cyber threats, and operational failures. Read more about it here: https://hubs.ly/Q036tRKG0