Infovest products are primarily focussed on ensuring investment managers have the ability to manage and utilise their data. The products are powerful tools but it is essential for these tools are placed in the hands of a skilled data manager. Infovest are currently developing a data manager accreditation program that will ensure data managers acquire these skills and are fully aware of the full range of tools at their disposal. The accreditation includes:
- Load and extract monitoring and basic trouble-shooting
- Service monitoring
- Data completeness checks
- User and user group permissions setup
- Portfolio permission setup
- Static data maintenance
- Time series theory
- Classification tree construction and maintenance
- Fund group construction
- Enquiry and dashboard publishing
- Report content management
- Full user accreditation training
Accreditation will be provided once the data manager has been trained and has passed an accreditation test.
