The Front Office Pushback on Outdated Tech Stacks
What Front Office Teams Really Need and Common Mistakes Being Made The front office has long been the face of innovation in asset management, but in recent years, that narrative has started to shift. As investors become more vocal about what they expect from their asset managers, front office teams are feeling the pressure and […]
Legacy Tech and the Impact on NAV Resiliency
In today’s market, operational resilience is a significant responsibility. For asset managers and their service providers, one of the most critical operational outputs is NAV production. When that production is disrupted, the consequences ripple far beyond a single calculation. Trading can grind to a halt, investors are left without transparency, regulators take notice, and […]
Don’t Just Replace Your Legacy Technology – Rethink Your Operations
A conversation with John Reilly, Customer Onboarding Director at FundGuard, and Chris Cassara, Senior Manager at Meradia. As investment operations face growing complexity, replacing legacy technology is only one piece of the puzzle. Achieving real and long-lasting transformation requires a holistic approach, bringing together the right platform, people, and processes. To unpack what this looks […]
The Impact of SMAs and Direct Investing on the Asset Management Value Chain
Separately Managed Accounts (SMAs) are not a new concept. But recent advancements in technology and rising investor expectations are pushing these capabilities into the mainstream. What was once reserved for private wealth clients is now within reach for a broader swath of investors. In this blog, we explore why interest is growing, the operational complexity […]
Video Series: Modernizing Investment Accounting
At FundGuard, we’re building the next generation of investment accounting technology—and rethinking what’s possible for asset managers and servicers along the way. This video series brings you closer to the people and ideas behind the platform, featuring short takes on the challenges, breakthroughs, and lessons we’ve picked up on the journey. Whether it’s navigating IBOR […]
Cloud-Enabled vs. Cloud-Native – Know the Difference
“Cloud-native” is the latest software catchphrase — but how many companies actually deserve the label? The title of “cloud-native” is not an easy one to earn. To be truly cloud-native is to have all of your applications, development environments and other core software capabilities originate within the cloud. While countless companies claim the […]
Fund Investment Management, Cybersecurity and the Cloud – What You Need to Know and the Questions you Should be Asking
What implications does a move to the cloud have for cybersecurity? How can organizations feel secure with a fully cloud-native approach for our highly regulated, data intensive industry? Why are on-premises technology solutions ineffective at maintaining the necessary level of security against cybercriminals? Should organizations take a middle-ground approach or a transition that’s more gradual? […]