Before this pandemic, which has questioned our relationship with society and nature, the global asset management industry had already modified its operations as investors requested specific answers to questions on, for example, diversity and inclusion, and the integration of environmental, social and governance (ESG) factors into the investment process. We are seeing a spike in requests for additional qualitative information on how prepared money managers are to deal with and their strategies to navigate through this negative shock. Retail and institutional investors have begun assessing the impact of COVID-19 on the performance of their portfolios. What has changed for asset managers globally? Some asset managers have already gone back to the basics, i.e., restructuring their processes and optimising RFP database and technology platforms to create additional efficiencies. This crisis may require a paradigm shift in how money managers execute their sales and marketing strategies, including marketing operations and RFP completion. The global asset management industry, for one, faces extraordinary challenges these days. “Change is the only constant in life.” This observation by pre-Socratic Greek philosopher Heraclitus highlights the need to stay calm and focused when confronted with change and/or disruption, expected or unexpected. There is no `file tab in Word or Excel when working from the PMAPS cloud.How to leverage people, process and technology for a cutting edge RFP database If you want to change certain advance settings on Word, you have to close out of Word on their cloud, open Word offline and make the change, then re-open Word on PMAPS to have it integrated. When using PMAPS, you don't have the complete functionality of Word or Excel in their cloud system. I think Word works very well, but I've had enough struggles over the year that I just use Excel completely offline from PMAPS. Overwriting Excel save files or inserting PMAPS records into Excel files frequently does not work or bugs out. I've struggled to use Excel well with PMAPS. The saving process on PMAPS can be a little slow (relative to offline in word/excel), so a background frequent autosave would be a really nice feature. You have to make sure to manually save every so often as you will most likely experience the program closing on you unexpectedly at least once if you use PMAPS prolongedly. When working on PMAPS cloud version of Excel of Microsoft Word, there is no autosave feature, and it's not uncommon for the program to run into errors and forcibly shutdown. I've found in using it these past few years that it makes the job far easier. I use the PMAPS software as a way to store, retrieve, and update thousands of individual records. This work with both qualitative and quantitative updates and is a huge time-saver. The ability to link word documents to PMAPS makes it quick and painless to update documents through the re-link function. This function is immensely helpful on ensuring answers used have been updated or at least recently reviewed. The last feature is especially helpful as the database will automatically change the highlight on the PMAPS dashboard for any record that has reached the creator's expiration date. Under each uploading record, there are options to maintain notes, input the personnel responsible for uploading and/or reviewing the record, and options to put dates on when records become outdated. This lets one customize how they want to tag and tier their information to make searching through thousands of records seamless. When uploading information, there are several different customizable categories that the user can use to sort information. The software provides an excellent conduit to organize information.
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