On Tuesday, September, 22 at 10:30 a.m. ET, Ignites will hold its Exchange webcast — Avoiding a Service Provider Snafu. This live audio event will address steps shops should take to evaluate contracts with outside vendors.
Aite Group's senior analyst Denise Valentine will be a panelist during this webcast discussing vendor risk management.
This Ignites Exchange will address how fund shops should review their agreements with service providers in light of the recent developments, as well as best practices for ongoing vendor oversight. The discussion will also cover the importance of having a disaster-recovery plan in place that covers third parties, as well as how to avoid hiccups when migrating to new technology.
*This webcast is only available to Ignites subscribers. However, for more information regarding vendor risk management, please review Denise's report Vendor Risk Management: Strength in Warning, Part One.
Denise Valentine is a senior analyst at Aite Group in wealth management, focusing on investment management topics such as portfolio technology and related processes ranging from traditional portfolio systems to portfolio management techniques leveraged within digital advice platforms. Ms. Valentine further focuses on data analytics, artificial intelligence, and retirement industry trends, such as the Department of Labor fiduciary rule and the defined contribution segment. Ms. Valentine spent several years with Aite Group evaluating the institutional asset management market.