David Bates on Building a Next Generation Data Architecture

Data architecture in the investment management industry is at a turning point. In this video, David Bates explores how traditional approaches—focused on data mastering, governance, and reporting—are being stretched beyond their limits. Designed for stability and control, these legacy frameworks are increasingly unable to keep pace with the growing demand for real-time insight, advanced analytics, and more informed investment decision-making.

David outlines how the industry has reached a point where incremental improvement is no longer enough. As client expectations evolve and data volumes grow, firms are being forced to rethink not just their tools, but their entire approach to how data is structured, accessed, and used. At the same time, the rapid advancement of cloud technologies and data service providers is opening up new possibilities. This creates both an opportunity—and a challenge—for asset managers: how to effectively ingest, manage, and leverage increasingly complex data ecosystems to deliver meaningful outcomes.