The buy-side burden: Capturing every document, everywhere, all at once

Ensuring that buy-side firms capture all relevant disclosures from funds—especially in the private markets—can be an onerous and costly task. Accelex is aiming to change that.

It’s a manual process with huge implications for getting something wrong: ensuring that institutional investors, pension funds, and other buy-side firms don’t miss important documents issued by the funds they invest in. 

These documents, including quarterly reports, fund distribution notices, and capital account statements, among others, may be distributed via third-party investor portals—each with different login credentials—or as email attachments, and firms can’t afford to not be paying

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Back to basics: Taxonomies, lineage still stifle data efforts

Voice of the CDO: While data professionals are increasingly showing their value when it comes to analytics and AI adoption, their main job is still—crucially—getting a strong data foundation in place. That starts with taxonomies and lineage.

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