Dan Sharp
Partner
Asset & Wealth Management
Authored Content
Private Markets: Time to Embrace Disruptive Technologies
Automation and rapid, efficient data sharing are just some of the benefits of DTs
Read More
Staying Competitive – A Guide to Provider Benchmarking
How do you know what you should you be paying - and what you should expect in return?
Read More
Is there real differentiation in the private markets technology space?
When reviewing the technology landscape in private markets, three themes emerge
Read More
Privacy – the roadblock to private equity ESG
The rise of ESG is a fundamental shift sweeping the investment management industry, but given its requirements for transparency, how is the notoriously opaque private equity industry keeping up?
Read More
Service credits – not broken, but in need of a fix?
Could there be a better way to fix incentivising good supplier performance?
Read More
Multi-asset investment reporting – an emerging fundamental need
How can managers more easily collect, validate, enrich, normalise and aggregate complex data to produce investment reports?
Read More
Private markets: data strategy and management challenges
We explore the challenge that increasingly complex data management poses to traditional operating models
Read More
Private markets technology and data – great idea in theory, but where are we in practice?
Our second article in this series explores technology - a key component of the Davies operating model framework
Read More
Thinking alternatives? You’ll need alternative thinking
Our new series of articles on private markets starts by examining the importance of new ways of thinking
Read More
Benchmarking – you won’t see the bumps in the road ahead if you’re looking into the rear-view mirror
Many, if not most, outsourcing contracts now include benchmarking clauses, giving the client an opportunity to compare how their supplier is performing against the market from both a cost and service perspective after a specified length of time.
Read More Some people like change. Most don’t.
The key drivers for change in our industry have remained constant for a number of years; regulation, cost-control, operational efficiency and the need to stay ahead of one’s competitors. In addition there are a multitude of organisation-specific reasons for implementing change, meaning change is something that all organisations have to deal with, and for many it seems like it is constant.
Read More How can asset managers and suppliers get the most out of service credit regimes?
With the significant majority of asset managers now using an outsourced model for administration services, ensuring the right level of service is received from suppliers is high on the agenda for most asset management firms. Service credits provide an input to achieving this, by putting at risk an agreed percentage (usually 5-15%) of the supplier’s fees, linked to the supplier’s performance against a predetermined set of KPIs.
Read More The decision to create bespoke funds
To what extent should asset managers tailor products to individual investor needs? In both good times, when inflows are plentiful, and in the not so good times, when assets are harder to raise, there is a temptation for asset managers to bend over backwards to meet individual investor demands in order to secure new money for their funds.
Read More