We have a track record working with the top asset owners and managers in the Asia Pacific and have delivered outcomes for over 70 organizations including the top 10 asset owners in Australia and some of the largest asset managers globally.
A selection of our clients include Temasek, AIA Group Insurance, Legg Mason, Aberdeen Standard Investments, Prudential and Employee’s Provident Fund (EPF) Malaysia.
We recently expanded into North America and our North American leadership team includes Dominic Dowd, who previously held leadership positions at CPP Investments, TMX and Thomson Reuters, and Shaun Dookhoo, who previously held leadership positions at CPP Investments and KPMG.
DATA STRATEGY & OPERATING MODEL
Shoreline can help develop and execute a data strategy and operating model to improve investment edge and generate value for the fund.
Our experts leverage their practitioner and consulting experience, their knowledge of investment data use cases and a practical/pragmatic approach to data strategy to help our clients uplift their data strategy to better serve the organizations core investment management business.
Please refer to one of our investment data management case studies with a large sovereign wealth fund below as an example.
ALTERNATIVE DATA & ADVANCED ANALYTICS
Shoreline can help integrate alternative data and advanced analytics into your front office processes.
There is investment edge in alternative data, however extracting an edge can be challenging. Shoreline can help you navigate the many challenges of alternative data, including data variety, data relevancy, operational and commercial/corporate data provider characteristics. We have hands on practical experience with data providers and large asset managers.
Please refer to the highlights from a recent panel here in which our Director of North America Dominic Dowd spoke about the role of alternative data in asset management operating models.
Develop a practical approach which increases operational efficiency, builds trust in data, improves investment performance and generates value for the fund.
Shoreline works with its clients to help define and implement a data governance framework that is practical and adds value.
We can help you define policies and controls across your business to better manage and safeguard your data. Our methodology helps clients balance the needs of safeguarding data while also enabling access to data by users across the fund.
We understand the importance of meta data and effective data catalogues throughout the data lifecycle and operational processes.
ESG AND CLIMATE DATA
At Shoreline we understand the need for responsible investments and that many asset owners and managers are now showing active leadership and generating value from integrating ESG factors into their investment process.
Let our trusted team of experts support you in successfully and
meaningfully integrating ESG factors into the investment management process
by enabling it with the right data and operating model.
Dominic Dowd, our North American head was an active member of Canada Pension Plan Investment Board’s Climate Change Management Committee and provided indepenent climate data advisory services to leading data companies. Our global team is active in this area and recently published an ESG and sustainable investing glossary.