Linkedin Twitter About Resources Clients Contact Us Data Management The Rise of ESG and the Importance of ESG Data Introduction ESG is a hot topic. That’s not surprising given the sums of money flowing into Environmental, Social and Governance (ESG) strategies. Investments in ESG strategies grew 42% from [...] By Jason Stevens, Chief Technology Officer| November 18, 2021|Data Management, Registered Funds Read More Defining Adviser Awareness: Key Elements for Creating Effective Distribution Campaigns In the newest installment of our #TALKtoUltimus podcast series, Alma Piscitello, EVP, Relationship Management at Ultimus, interviewed Clay Thompson, President at On-Demand Wholesaling. You can listen to the full [...] By Alma Piscitello| June 2, 2020|Data Management, Distribution Read More Spending Too Much Time Managing Data? Reevaluating Your Middle Office Environment With the high volume and complexity of investment products and asset types in the current volatile and uncertain market, many asset managers may be spending too much time on [...] By Jason Stevens| April 7, 2020|Data Management, Middle Office Read More Cyber Security Fundamentals: What Advisers Should Know Due to a very well-received Cyber Security panel conversation held at a recent Ultimus client event in Cincinnati, Secure Cyber Defense CEO Shawn Waldman and Melvin Van Cleave, Vice [...] By Melvin Van Cleave| October 29, 2019|Cyber Security, Data Management Read More How to Leverage Big Data and Service Providers’ Technology to Administer Your Mutual Fund’s Compliance Program “The SEC staff is currently using these [big data] computing environments and is also planning to scale them up to accommodate future applications that will be on a massive [...] By Dave Carson| September 4, 2018|Data Management Read More Robots in Fund Administration, Really. An analysis of robotic technology benefits in fund administration for Investment Advisers - which also begs the question - is your service provider employing robots to stay ahead of [...] By Jason Stevens| June 26, 2018|Data Management Read More THE THREE T’S OF MIDDLE OFFICE DATA When outsourcing your middle office services it’s important that your provider can seamlessly interact and communicate with your data to guide it where it needs to go. But in a [...] By Jason Stephens| July 11, 2017|Data Management, Middle Office Read More IS THERE A BETTER SOLUTION FOR HANDLING ADVISER TRADE OPERATIONS? Trade processing can often be a manual and risk-fraught process that advisers take on themselves. While at one time that decision may have been reasonable, today there are opportunities for [...] By John McNamee| June 13, 2017|Data Management, Middle Office Read More Subscribe Enter your name and email to subscribe to future email blog posts. Email First Name Last Name By submitting this form, you are consenting to receive marketing emails from: Ultimus Fund Solutions, 225 Pictoria Drive, Suite 450, Cincinnati, OH, 45246, US, http://ultimusfundsolutions.com. You can revoke your consent to receive emails at any time by using the SafeUnsubscribe® link, found at the bottom of every email. Emails are serviced by Constant Contact. Subscribe Blog Categories Back-Office Services Client-Centric Collective Investment Trusts Compliance Cyber Security Data Management Distribution Exchange-Traded Funds Fund Structure Hedge/Alternative Funds Legal Fund Administration Liquid Alts Managed Account Platforms Middle Office Public Plans Registered Funds Regulatory Series Trust Technology and Innovation Uncategorized Popular Launching a Registered Fund: Is it Right for You? June 24, 2019 The Importance of SEC Mock Exams May 31, 2018 Amendments to Form ADV and the Books and Records Rule July 23, 2017 The Ultimus Group, LLC is an Equal Opportunity Employer. All rights reserved. Copyright © 2021 Ultimus Fund Solutions Terms of Use 11490309044 UFS 11/19/2020 Privacy Policy 8421 UFS 8/13/2020 Online Privacy Policy 8420 UFS 8/13/2020 DISCLOSURE: Information contained on this website is based on public data, historical agreements and dialogue with intermediaries. Such information represents our current understanding of the described platforms and the costs associated with them. In many cases, such costs may be negotiable. All pricing and fee information is subject to change without notice. 2080-NLD-7/31/2019 | 8054-UFS-7/31/2019