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David's blog archive

2022 (1) 2021 (2) 2019 (1)
David Csiki

David Csiki

President & COO at INDATA
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Bio David Csiki is President & COO of INDATA, a leading provider of Software, Technology and Managed Services for Buy-Side Firms.


Big Data

Why Advanced Performance Reporting in Wealth Management is a Competitive Advantage

19 Sep 2022

As Gartner® has noted in recent research, “Changing client requirements, cost, complexity and regulation make reporting capabilities a key factor in selection by investment firms. Clients demand that their money managers make investments in forward-looking, personalized performance and risk reporting.” Those firms that make investments in dynamic ...

Big Data

What’s Old is What’s New: Data is the Past, Present and Future of Investment Management

28 Jul 2021

A recent survey sponsored by Northern Trust indicated that 98% of managers are seeking to incorporate data science to optimize their investment performance. The fact is that this has been a primary focus and the buy-side has been analyzing data from the beginning because data analysis is, in large part, how investment decisions are made. Data anal...

Data Management and Governance

How Emerging Tech Can Transform Client Outreach and Reporting for Investment Managers

11 Feb 2021

Whether it be standardized client statements, marketing factsheets or other investor communications, investment management firms face a myriad of challenges when trying to provide accurate reporting to clients, consultants and other third parties. Investment managers seeking to automate client outreach and differentiate themselves from their compe...

Trends in Financial Services

The Convergence of Traditional Financial Services and Fintech: Opportunities and Challenges

25 Feb 2019

During the past year, a number of acquisitions of software providers within the fintech space by large banks and holding companies have the potential to shape the industry and the way software is deployed and used by money management firms. Whether they be RIAs, fund managers, wealth management firms, hedge funds or pension funds, large banks and ...